First National Bank

First National Bank uses Copilot for Sales to improve commercial-client engagement

First National Bank · Sales enablement · Microsoft

First National Bank is using Copilot for Sales to reduce fragmented touchpoints and strengthen ongoing, relationship-driven engagement with commercial clients across channels and teams.

Real Enterprises Transform Operations and Customer Engagement

Bank of Queensland · Onboarding automation · Microsoft

This article showcases real-world examples of organizations across banking, legal, travel, manufacturing, healthcare, and marine industries implementing Microsoft 365 Copilot and Azure OpenAI to enhance productivity, streamline workflows, and improve customer engagement. For instance, Bank of Queensland automated risk analysis and training material creation, saving 2.5 to 5 hours per user weekly. ABB Group integrated Azure OpenAI with Genix Copilot for real-time data processing, achieving 35% in operational savings. Teladoc Health automated routine tasks with Copilot and Power Automate, saving thousands of hours annually. Other notable implementations include Clifford Chance's enhanced legal processes, Absa Group’s document analysis, and Capitec Bank’s improved information access for customer service. Elcome streamlined multilingual communications using Copilot. Business impacts ranged from increased employee efficiency and satisfaction to substantial operational cost reductions and improved customer experiences.

Production

First National Bank boosts document efficiency with AI-powered automation

First National Bank · Document automation · Microsoft

First National Bank partnered with FabSoft to address longstanding inefficiencies in document management, especially dealing with unstructured and handwritten materials common in banking. Traditional workflows required considerable manual review, increasing the risk of errors, high costs, and slow access to critical information. FabSoft’s DeskConnect platform uses Microsoft Azure AI Studio and Azure OpenAI, combining advanced analytics, large language models (LLMs), and OCR. With this solution, documents from any source or format become instantly searchable and analyzable, with AI-powered query capabilities for deeper business insights. The automation reduced reliance on manual document management, freed employees for higher-value work, and facilitated real-time information access across hundreds of branches worldwide. Security was ensured via SSL encryption and compliance with industry regulations, critical for sensitive records like loans and securities. DeskConnect’s scalability allowed the bank to manage growing document volumes without performance loss. The bank eliminated standalone fax machines, cut maintenance and storage costs, and reduced processing time by 40%. By integrating with Outlook and various Microsoft technologies, the bank improved collaboration, productivity, and decision-making efficiency. The deployment supports centralization and reliability in global banking operations, ultimately enabling better customer service delivery.

Production