How Copilot is Revolutionising the Future of Financial Services

Financial services firms are under pressure to do more with less, even faster. Whether it’s navigating regulatory change, managing risk, or meeting rising client expectations, the demands are growing. That’s why many firms are turning to Microsoft Copilot, an AI-powered assistant that integrates seamlessly with tools like Microsoft Dynamics 365 and Power BI (Business Intelligence). 

Through our work collaborating with financial service firms, we’ve seen first-hand how Copilot can make a real difference – not just in productivity, but in helping teams stay compliant, make faster decisions, and deliver better client experiences.  

Here are five ways it’s already helping firms like yours: 

  1. Make faster, smarter decisions with real-time insights 

Copilot can connect you to your data in Microsoft Dynamics 365 and Power BI, surfacing real-time insights in plain language. It can summarise trends, flag anomalies, and even suggest next steps – without you needing to run complex reports. 

Let’s say you’re a portfolio manager reviewing quarterly performance. Instead of digging through spreadsheets, you can ask Copilot to summarise underperforming assets, compare them to benchmarks, and highlight the emerging risks. Within seconds, you have a clear, actionable overview – ready to share with key stakeholders. 

  1. Simplify compliance and know your customer (KYC) processes  

We’ve helped customers utilise Xpedition’s FS Xcelerator Onboarding Copilot, using AI agents to automate data collection, verification, and reporting – making compliance faster and more reliable. 

For instance, say you’re a compliance analyst onboarding a new high-net-worth client, , the Onboarding Copilot scans uploaded documents, flags a missing proof of address, and suggests the appropriate follow-up. Once resolved, it can automatically update your CRM and generate a compliance-ready audit trail – saving hours of manual work. 

  1. Personalise client engagement at scale 

Copilot helps relationship managers and advisors deliver tailored experiences by analysing client data and suggesting next-best actions. 

For example, you could be a wealth advisor preparing for a client review. You ask Copilot for a summary of recent interactions, portfolio changes, and relevant market news. It will also suggest a new investment opportunity based on the client’s risk profile – plus a draft follow-up email. You can walk into the meeting fully prepared, with insights that feel personal and timely, all before you’ve finished making your pre-meeting coffee. 

  1. Accelerate deal flow and fundraising 

With tools like the FS Xcelerator Dealflow and Fundraising Apps, Copilot helps you manage pipelines, prioritise leads, and streamline investor communications. 

For instance, say you’re a private equity associate managing a busy deal pipeline. Copilot can help highlight which prospects are the most engaged, drafts a follow-up message tailored to their interests, and updates your CRM – all before your next call. Meaning that you spend less time on admin and more time closing deals. 

  1. Reduce operational risk and boost efficiency 

Copilot reduces risk by automating repetitive tasks, flagging anomalies, and ensuring data consistency across systems. 

Say you’re a finance operations lead reconciling transactions across multiple platforms. Copilot identifies mismatches, suggests corrections, and updates records automatically. What used to take hours now takes minutes – with fewer errors and greater confidence in your data. 

How Xpedition can help you 

Working closely with financial services firms day-to-day, we understand the pressures you’re under. That’s why we’ve developed the FS Xcelerator suite of apps, that can take advantage of Copilot and Agents providing a set of purpose-built tools, designed to help you utilise AI to its full potential.  

Whether your priority is improving compliance, accelerating growth, or delivering standout client service, we’re here to help you move forward with confidence.  

Explore how we support financial service firms like yours. 

Alternatively, get in touch to find out how we can help you create personalised customer experiences and accelerate revenue through Microsoft Copilot and AI agents.