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Get the AI advantage

Discover how Copilot for Microsoft 365 boosts productivity and fuels innovation in financial services



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The financial services industry faces a perfect storm of shifting customer expectations, stringent compliance requirements, and rising cyber threats. At the same time, employees are under pressure to deliver more in less time. 

Meeting these challenges demands innovative solutions.  Microsoft Copilot is the game-changing productivity tool that empowers teams to work smarter and faster - securely.

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Microsoft’s innovative AI-driven assistant provides the tools to: 

  • Work faster: Streamline labour-intensive tasks like regulatory reviews and market analysis. 
  • Collaborate better: Enable seamless collaboration, especially in hybrid and flexible working environments. 
  • Be safe: Safeguard sensitive information with AI designed to meet industry-leading security standards. 


With Copilot, your teams can focus on high-impact activities while staying compliant and secure - helping you deliver excellence to customers while maintaining trust. 

Microsoft Copilot: Maximising Potential for Financial Services


Here’s a glimpse of what Microsoft Copilot can do for workflows inside the FSI sector. 

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Write standout job descriptions 


Attract talent for roles like market analysts, financial planners, and investment managers with clear, engaging job posts. 

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Streamline audits


Make it easier for internal teams to review information, speeding up processes and reducing bottlenecks.

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Seamless onboarding


Draft onboarding documents and contracts while integrating client data securely for faster setup. 

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Market trend analysis


Provide real-time insights into emerging financial trends, helping teams adjust strategies on the fly. 

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Policy and product renewals


Assist agents in crafting renewal proposals that reflect a client’s changing needs and usage patterns.

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Faster claims processing


In insurance, summarise claim details, identify missing information, and suggest next steps to expedite settlements.

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Training and skill-building


Generate interactive learning materials or step-by-step guides to help staff stay sharp on compliance and market trends.

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Catch process errors early


Spot mistakes in workflows before they happen, ensuring smoother operations and fewer hiccups. 

Find out more

Guide Your AI Integration with Our Copilot Readiness Workshops


Take the first step towards secure, responsible AI integration with our readiness workshops that will guide you through what is needed for successful Copilot adoption.  

Copilot Overview  

Assessment and baseline prerequisites  

These meetings will help you understand the transformative potential of Copilot and evaluate your organisation’s readiness for secure deployment. 

Art of the Possible 

Collaborative Workshops 

These sessions are designed to help you spot challenges in your workflows and show how Copilot can tackle them head-on. They’ll spark fresh ideas, uncover new opportunities, and open the door to meaningful improvements. 

Change Readiness 

Build your adoption roadmap 

This workshop is designed to identify the critical steps for engaging your workforce, understanding their needs, and creating a strategic roadmap to successfully adopt Copilot – maximising its impact and return on investment.  

Building the Roadmap 

Sharing the Copilot enablement plan 

In the final workshop, we’ll share a tailored Copilot plan that aligns with your goals. Based on the assessment and workshop insights, it will highlight key priorities, next steps, and solutions while addressing any potential risks. 

Explore our Copilot Readiness<br>Workshops in more detail

Unlock the Future of Financial Services with AIUnlock the Future of Financial Services with AI 

Discover how Telefónica Tech and Copilot for Microsoft 365 transforms operations, boosts efficiency, and enhances customer experiences—all while maintaining compliance and security. 

Learn actionable strategies and real-world use cases to stay ahead in the ever-evolving financial services landscape. 

Fill out the form to access your exclusive eBook:

Why Choose Telefónica Tech for Your AI Journey?


Telefónica Tech isn’t just a provider—we’re a trusted partner for financial services organisations navigating their AI journeys and digital workplace strategies. Here’s what sets us apart: 

  • Industry Expertise: With years of experience implementing Microsoft solutions, we combine technical know-how with a people-centred approach to create value. We hold advanced specialisations including Modernise Endpoints and Azure Virtual Desktop for Microsoft Modern Work. 
  • Proven Security and Compliance Leadership: Our deep understanding of data governance and regulatory requirements ensures your AI solutions enhance productivity without compromising security. 
  • Commitment to Financial Services: We are dedicated to the unique needs of the financial services sector, crafting tailored solutions that align with your strategic objectives. 
  • A Track Record of Success: We’ve helped Financial Services organisations deploy digital workplace solutions that simplify workflows, engage employees, drive productivity, and secure sensitive information. 


Partner with Telefónica Tech to drive innovation, build resilience, and achieve sustainable success in today’s competitive financial landscape.

Learn more about us

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