Customer story

A governed path to scale Copilot at a global asset manager

Strategy, governance, architecture and a delivery model for agent-based AI in a highly regulated environment.

The customer

A Fortune 1000 and top-20 global asset manager serving institutional and individual clients across public and private markets.

The problem

AI enthusiasm without an operating model stalls at pilot in regulated firms.

What we built

We set the strategy, governance, reference architecture and delivery model needed to scale Copilot and agents responsibly.

What changed

A defensible governance and architecture baseline
A delivery model the firm can staff and repeat
A clear path to broader AI delivery capacity

Built with

Microsoft 365 Copilot
Copilot Studio
Azure

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