Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Canada's fifth-largest credit union serves over 253,000 members with a comprehensive suite of banking services ranging from daily transactions to complex commercial lending and mortgages.
Financial advisors faced a heavy administrative burden, spending significant time switching between systems, drafting member emails, summarizing...
“I’d call it a productivity boom. Almost every team member at First West has had their Copilot ‘aha’ moment.”
Credit union providing personal and business banking services in Canada.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Related implementations across industries and use cases
Advisors lost 30 mins per call to manual notes. Copilot generates them instantly, increasing member advice capacity by 7%.
Routine admin created cognitive load. Copilot now automates repetitive tasks, saving 16% of time for strategic work.
Routine admin bogged down 120,000 staff. Secure custom GPTs now automate workflows, freeing bankers for strategy and risk analysis.
Routine admin created cognitive load. Copilot now automates repetitive tasks, saving 16% of time for strategic work.
Contract reviews took an hour per file. AI now compares drafts against templates in minutes, saving the bank 39,000 hours annually.
Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Rigid rules slowed 990,000 invoices. ML now matches payments across 1,000 process variants, freeing cash trapped in manual cycles.
Finance teams managed 1.5M transactions via scattered spreadsheets. Now, AI agents extract data and route journal entries in seconds.