Advisors lost 30 mins per call to manual notes. Copilot generates them instantly, increasing member advice capacity by 7%.
One of Australia’s largest superannuation funds managing over A$139 billion for 647,000 members, with 70% of investments handled in-house.
Financial advisors were burdened by manual administrative tasks, specifically documenting client interactions, which limited their capacity to serve...
“Building foundational AI capabilities within our workforce is critical to improving our operational efficiency in the immediacy and will contribute to the delivery of personalised retirement outcomes for our members in the future. The expansion of Copilot across all of our employees is a fundamental component of establishing the employee skills and capabilities needed to unlock the benefits of generative AI.”
UniSuper's Client meeting documentation is part of this use case:
Superannuation and pension fund for the Australian higher education sector.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Developed a comprehensive training framework for UniSuper's Microsoft 365 Copilot rollout.
Related implementations across industries and use cases
Routine admin bottlenecked teams navigating rapid FinTech shifts. Now, employees use Copilot to draft minutes and surface internal data.
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Manual coding and RFP analysis slowed teams. AI agents in Teams now generate the drafts, achieving 73% code accuracy.
Shared drives blocked collaboration. Staff use AI to draft protocols from handbooks, cutting intake tasks from 1 hour to 30 mins.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Inboxes overflowed with tracking and sizing queries. An AI now locates orders and asks player height to size gloves instantly.
Specs scattered in PDFs meant fixes took weeks. Now, autonomous agents access unified data to resolve over 25% of cases instantly.
Advisors lost 30 mins per call to manual notes. Copilot generates them instantly, increasing member advice capacity by 7%.
One of Australia’s largest superannuation funds managing over A$139 billion for 647,000 members, with 70% of investments handled in-house.
Financial advisors were burdened by manual administrative tasks, specifically documenting client interactions, which limited their capacity to serve...
“Building foundational AI capabilities within our workforce is critical to improving our operational efficiency in the immediacy and will contribute to the delivery of personalised retirement outcomes for our members in the future. The expansion of Copilot across all of our employees is a fundamental component of establishing the employee skills and capabilities needed to unlock the benefits of generative AI.”
UniSuper's Client meeting documentation is part of this use case:
Superannuation and pension fund for the Australian higher education sector.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Developed a comprehensive training framework for UniSuper's Microsoft 365 Copilot rollout.
Related implementations across industries and use cases
Routine admin bottlenecked teams navigating rapid FinTech shifts. Now, employees use Copilot to draft minutes and surface internal data.
Advisors lost hours drafting emails and summarizing notes. AI agents now handle routine prep, freeing humans to advise members.
Manual coding and RFP analysis slowed teams. AI agents in Teams now generate the drafts, achieving 73% code accuracy.
Shared drives blocked collaboration. Staff use AI to draft protocols from handbooks, cutting intake tasks from 1 hour to 30 mins.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Complex approvals delayed digital services for 74M customers. Now, business teams use low-code tools to launch specialized AI agents.
Agents typed furiously while customers waited on hold. AI now summarizes calls, saving the team 250,000 hours annually.
Inboxes overflowed with tracking and sizing queries. An AI now locates orders and asks player height to size gloves instantly.
Specs scattered in PDFs meant fixes took weeks. Now, autonomous agents access unified data to resolve over 25% of cases instantly.