Dynamics 365 Customer Service

Investec bankers save 200 hours a year with Microsoft Copilot for Sales

Investec, an international bank and wealth manager, was the first Microsoft customer to go live in production with Microsoft Copilot for Sales, rolling it out to 900 bankers in the UK. Copilot generates client history summaries and AI-powered email drafts inside Outlook and Teams, saving roughly 200 hours a year across the bank and shaving about 10 seconds off each post-call CRM update. Investec is extending the rollout to 700 bankers in South Africa.

INInvestec· United KingdomMicrosoft Copilot for Sales · Dynamics 365 Sales · Dynamics 365 Customer Service +2