Re(AI)maginingTM Financial Processes with Copilot Agentic AI
The BFSI (Banking, Financial Services, and Insurance) industry is under constant pressure to improve efficiency, manage risk, and stay ahead of rapidly evolving customer and compliance demands. From financial analysis and credit risk assessment to CRM automation and contract management, many organizations are looking for smarter, faster ways to transform these critical processes.
In our recent webinar with Microsoft, we explored how BFSI leaders are using Agentic AI and Copilot powered solutions to take on these challenges. The session highlighted real-world use cases where Copilot agents are driving impact across financial and non-financial analysis of customers, credit risk assessment, CRM automation, contract intelligence, investor call analysis, and enterprise governance.
Key Solutions Highlighted
FinAnalytics
Uses AI-driven insights to streamline financial analysis and credit risk assessment, boosting operational efficiency by more than 40%.
Persistent Connected Copilot Solution
Extends the power of Microsoft 365 Copilot by integrating with business and IT applications, enabling users to initiate and complete tasks directly from Teams and Microsoft 365.
ContractAssIst
Simplifies contract review and management by answering natural language questions, drafting communications, and flagging compliance improvements.
SwiftShift
Automates CRM migration from non-Microsoft systems to Dynamics using Microsoft Copilot Studio, reducing manual effort and lowering total cost of ownership.
Watch our webinar today!
Microsoft 365 Copilot and Agents Showcase with Persistent and Microsoft
Watch the WebinarSpeakers
Subhendu Brahmachari
Microsoft Presales & Solutions Head
Ashish Shajapurkar
Global Microsoft BU Head
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