AI case study

UniSuperClient meeting documentation

Advisors lost 30 mins per call to manual notes. Copilot generates them instantly, increasing member advice capacity by 7%.

Published|10 months ago

Key results

Per Client Interaction
30 mins
Instant Plan Completion
25%
Annual Advisor Savings
1,700 hours

Result highlights

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The story

Context

One of Australia’s largest superannuation funds managing over A$139 billion for 647,000 members, with 70% of investments handled in-house.

Challenge

Financial advisors were burdened by manual administrative tasks, specifically documenting client interactions, which limited their capacity to serve...

Solution
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Scope & timeline

  • 1,200 employees equipped with AI assistant

Quotes

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The company

Superannuation and pension fund for the Australian higher education sector.

IndustryFinancial Services
LocationMelbourne, VIC, Australia
Employees1K-5K
Founded2000

The AI provider

Enterprise software, cloud infrastructure, and consumer electronics platform.

IndustrySoftware & Platforms
LocationRedmond, WA, USA
Employees100K+
Founded1975

The implementation partner

Capgemini logo

Capgemini

capgemini.com

Developed a comprehensive training framework for UniSuper's Microsoft 365 Copilot rollout.

IndustryProfessional Services
LocationParis, France
Employees100K+
Founded1967

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