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In today’s highly competitive landscape, financial services organisations are increasingly turning to internal growth opportunities, with Generative AI leading the way. With adoption rates nearly doubling over the last 6 months, 75% of global knowledge workers are already using it, helping to streamline everyday tasks, drive productivity, and innovation.
But in the highly regulated financial services sector, adopting AI requires more than just enthusiasm. To fully realise its benefits, you must carefully manage risks, and avoid the challenges associated with growing trends such as Bring You Own AI (BYOAI). Successful integration demands meticulous planning, technical and data preparation, and ensuring your people are ready to embrace the change and have the necessary skills to maximise its impact.
Our Copilot Readiness Workshops guide you through a structured, secure and compliant AI adoption journey for Copilot for Microsoft 365. Through a series of focused sessions, you will explore:
Throughout the workshops, you will gain essential insights for AI integration. At the end of the workshops, you’ll have an actionable, phased roadmap for responsible adoption of AI to:
Our Copilot Readiness Workshops are divided into four essential components, each consisting of one or more meetings:
2 x 1-hour meetings
Gain a clear understanding of Copilot’s potential in your workplace. Evaluate your organisation’s current state to ensure a secure, effective deployment.
up to 2 x 2-hour meetings
Participate in interactive sessions showcasing real-world use cases, intelligent workflows, and compliance practices tailored for financial services.
1 x 2-hour meeting
Build you 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.
1x 2-hour meeting
Receive a customised roadmap to guide your Copilot integration. This plan will align AI deployment with your goals, address risks, and prioritise next steps for success.
Telefónica Tech combines deep expertise in Microsoft technologies with a strong commitment to the financial services industry.
Here’s why our workshops are the right choice:
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