Unlocking AI Potential in Financial
Services with Microsoft Azure

Financial institutions are rapidly adopting AI to enhance efficiency, mitigate risks, and elevate customer experiences. However, challenges such as workforce preparedness, AI governance, and skills assessment gaps often slow progress. Microsoft Azure provides the advanced tools and frameworks needed to navigate these hurdles, ensuring organizations can confidently embrace AI-driven transformation.

Empowering Financial Services with AI

Microsoft equips institutions with powerful AI solutions to drive innovation:

Cybersecurity Reinforcement: AI-driven threat detection and response safeguard sensitive data.

Operational Efficiency: Low-code/no-code AI tools enable automation and streamline workflows.

Cybersecurity Reinforcement: AI-driven threat detection and response safeguard sensitive data.

AI-Powered Compliance & Risk Management: Machine learning models support regulatory adherence and risk forecasting.

Customer Engagement: AI-powered chatbots and predictive insights enhance client interactions.

Fraud Detection & Risk Modeling: Advanced analytics detect suspicious activities in real time.

Best Practices for AI Adoption

To maximize AI’s potential, financial firms should:

Start small with sandbox environments and pilot programs.

Leverage Microsoft’s partner ecosystem for specialized training and upskilling.

Define clear KPIs to measure success and optimize AI strategies.

Prioritize ethical AI practices, including data privacy and bias mitigation

The Future of AI in Financial Services

With Microsoft Azure, financial institutions can harness AI to drive growth, enhance security, and foster a culture of continuous learning. By integrating responsible AI practices, firms can stay ahead in an evolving digital landscape.

VIsion & Value

This Copilot Studio Vision & Value helps you understand the potential of Microsoft 365 Copilot extensibility and develop custom Copilot solutions

Price
$5,000 USD or Free for eligible Organizations*

How It Works
1) Assess: Evaluate your readiness for conversational AI, gain insights on business challenges, and choose deeper-dive sessions.
2) Build the vision: Explore Microsoft Copilot Studio, see demos, and create a vision for innovation with copilots tailored to your needs.
3) Plan for Value: Develop a plan with objectives, key results, and initiatives. Prioritize, define benefits, and review recommendations.

Deliverables
The engagement will provide a comprehensive plan with objectives, key results, prioritized initiatives, defined benefits, and detailed recommendations.

Note
*Conditions apply.

Studio, Vision & Value

This Copilot Studio Vision & Value helps you understand the potential of Microsoft 365 Copilot extensibility and develop custom Copilot solutions

Price
$5,000 USD or Free for eligible Organizations*

How It Works
1) Assess: Evaluate your readiness for conversational AI, gain insights on business challenges, and choose deeper-dive sessions.
2) Build the vision: Explore Microsoft Copilot Studio, see demos, and create a vision for innovation with copilots tailored to your needs.
3) Plan for Value: Develop a plan with objectives, key results, and initiatives. Prioritize, define benefits, and review recommendations.

Deliverables
The engagement will provide a comprehensive plan with objectives, key results, prioritized initiatives, defined benefits, and detailed recommendations.

Note
*Conditions apply.

Proof of Value

The Copilot Proof of Value Engagement engages and trains Champions to drive Copilot for Microsoft 365 adoption through proven scenarios, training sessions, and ongoing activation.

Price
$15,000 - $25,000 USD or Free for Eligible Organizations*

How It Works
1) Get ready: Select your champions and user cohorts and determine success criteria.
2)On-Board and Engage: Onboard your Champions, conductIT enablement sessions, anddeliver champion-led training to users.
3) Deliver impact: Build a business case from feedback and deliver completion reports.

Deliverables
Activate a strong Champions community, achieve high user adoption, and create a clear implementation roadmap.

Note
*Conditions apply.

Role-Based Deployment & Adoption Accelerator

The Copilot Deployment & Adoption Accelerator Engagement empowers selected Champions to drive adoption for Copilot for Microsoft 365 through targeted scenarios, training sessions, and ongoing activation.

Price
$25,000 USD or Free for Eligible Organizations*

How It Works
1) Get ready: Select your champions and user cohorts and determine success criteria.
2) On-Board and Engage: Onboard your Champions, conduct IT enablement sessions, and deliver champion-led training to users. Additionally, conduct technical readiness activities (security, compliance, governance) and implement Microsoft 365 Copilot in selected departments.
3) Deliver impact: Build a business case from feedback and deliver IT & Executive completion reports.

Deliverables
Activate a strong Champions community, achieve high user adoption through targeted scenarios, and create a tailored roadmap for next steps.

Note
*Conditions apply.

Copilot Vision & Value

This Copilot Vision & Value Engagement drives business value conversations to boost growth, cut costs, and enhance employee focus.

Price
$7,500 USD or Free for Eligible Organizations*

How It Works
1) Inspire: Showcase Copilot’s capabilities to drive process transformation and efficiency.
2) Assess: AI readiness and identify key use cases.
3) Design: Develop a business case and outline the next steps and timeline.

Deliverables
Measure technical AI readiness, identify high-value use cases, and develop a business case/value proposition and implementation roadmap.

Note
*Conditions apply.