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Are You Ready for Copilot for Microsoft 365?

Unlock the full potential of Generative AI with our tailored readiness workshops for financial services organisations.

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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. 

What Are Our Workshops All About? 

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:

  • Enhancing team efficiency with Copilot.
  • Strengthening data security and compliance.
  • Upskilling your teams for effective adoption of Copilot for maximum impact.
  • Leveraging AI for practical applications that meet industry demands.


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What You’ll Learn 

 

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: 

  • Work smarter by automating and simplifying complex tasks. 
  • Build secure workflows that protect sensitive data. 
  • Navigate industry-specific compliance requirements confidently. 
  • Foster collaborative processes aligned with your business goals. 

Workshop Structure 


Our Copilot Readiness Workshops are divided into four essential components, each consisting of one or more meetings: 

1. Assessment  

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.

2. Art of the Possible 

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.

3. Change Readiness 

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. 

4. Roadmap for Deployment  

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.

Why Choose Telefónica Tech’s Copilot Readiness Workshops?

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: 

  • Specialised Knowledge: Our team understands the unique challenges and opportunities of AI in financial services. 
  • Proven Security Expertise: We prioritise secure, responsible AI deployment to ensure your organisation meets its compliance goals, as well as a suite of next-generation cyber security services. 
  • People-Focused Approach: Telefónica Tech emphasises practical solutions that enhance your teams’ ability to achieve more, as well as improving the overall digital employee experience. 

Contact Us Today

Ready to Up Your Productivity with Copilot? 


Let’s partner together to prepare you for the future, and a smarter, more efficient workplace. Get in touch today with a digital workplace expert to learn more about our workshops.
 

Get in touch today

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