Measured outcomes
RM time on prep work: down 38%
Client-facing time: up 22%
RM tool satisfaction: +31 NPS
A tier-1 bank’s 4,200 relationship managers spent significant time on pre-meeting prep — pulling reports, summarizing positions, drafting talking points. Client-facing time was constrained.
Microsoft 365 Copilot deployment with bank-specific data grounding (internal portfolios, research, compliance constraints). RM workflow integration so Copilot is invoked at the right moments. Training programme to maximise adoption.
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