Riverty Enhances CRM and Sales Efficiency with Copilot Integration

Riverty, a global fintech company specializing in Buy Now, Pay Later services, sought to improve customer engagement and operational efficiency by optimizing its Dynamics 365 CRM platform. The company collaborated with Capgemini to integrate Microsoft Copilot for Sales into their existing CRM, aiming to streamline sales workflows and enhance user adoption. Over nine weeks, Capgemini Invent guided the integration process, focusing on aligning AI capabilities to Riverty’s business objectives, ensuring technical readiness, and facilitating extensive hands-on training for employees. The project proceeded in distinct phases—roadmapping, onboarding and training, and system upgrades—culminating in measurable performance improvements. Following deployment, user satisfaction with CRM rose by 23%, sales information retrieval sped up by 67%, and CRM functionality improved by 44%. The initiative helped Riverty establish a foundation for ongoing digital transformation and further AI-driven efficiency gains in operations. Future plans between Riverty and Capgemini include leveraging Dynamics Sales Premium’s advanced features to automate more processes and unlock new efficiencies. The case underlines the tangible business value Copilot and Dynamics can bring to fintech sales and customer management teams.