Routine reviews delayed member support. Now, non-technical employees securely build custom AI agents to resolve complex cases in minutes.
A healthcare financial services organization helps millions of members navigate complex claims, payments, and benefits decisions.
Routine compliance reviews historically took days to complete, and resolving complex member issues often took weeks. High-volume administrative tasks...
“It’s a big shift. A person with zero knowledge of code can now design, develop, test, and deploy code using Copilot. Everyone is transforming from business owner to maker.”
HSA administrator and provider of consumer-directed employee benefit solutions.
Enterprise software, cloud infrastructure, and consumer electronics platform.
HealthEquity's Workflow automation is part of this use case:
Related implementations across industries and use cases
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Heavy manual workloads delayed key documentation. AI now extracts insights and summarizes records, freeing teams to focus on members.
Manual analysis of 9,000 firms held back research. Teams now build custom tools to automate workflows without waiting for IT support.
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Heavy manual workloads delayed key documentation. AI now extracts insights and summarizes records, freeing teams to focus on members.
Minor compliance updates once forced full video reshoots. Now, course creators generate and edit AI avatar videos directly from text.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Disparate tools slowed 320,000 employees. Unifying on Teams and Copilot connected the workforce and embedded AI into daily habits.
Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.
Routine reviews delayed member support. Now, non-technical employees securely build custom AI agents to resolve complex cases in minutes.
A healthcare financial services organization helps millions of members navigate complex claims, payments, and benefits decisions.
Routine compliance reviews historically took days to complete, and resolving complex member issues often took weeks. High-volume administrative tasks...
“It’s a big shift. A person with zero knowledge of code can now design, develop, test, and deploy code using Copilot. Everyone is transforming from business owner to maker.”
HSA administrator and provider of consumer-directed employee benefit solutions.
Enterprise software, cloud infrastructure, and consumer electronics platform.
HealthEquity's Workflow automation is part of this use case:
Related implementations across industries and use cases
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Heavy manual workloads delayed key documentation. AI now extracts insights and summarizes records, freeing teams to focus on members.
Manual analysis of 9,000 firms held back research. Teams now build custom tools to automate workflows without waiting for IT support.
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Heavy manual workloads delayed key documentation. AI now extracts insights and summarizes records, freeing teams to focus on members.
Minor compliance updates once forced full video reshoots. Now, course creators generate and edit AI avatar videos directly from text.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Disparate tools slowed 320,000 employees. Unifying on Teams and Copilot connected the workforce and embedded AI into daily habits.
Seven analysts manually wrote notes for 200 products. AI agents now digest fact sheets to draft compliant commentary instantly.