Microsoft 365 Copilot Readiness for Financial Services: 4-Wk Assessment

Creospark Consulting Services Inc

Learn how to maximize business value using Microsoft 365 Copilot in a financial services context. Get a walkthrough on licensing, technical readiness, Copilot governance, and more.

Copilot is at the forefront of Generative AI, but it can be difficult for financial services leaders to understand the transformative capabilities Copilot brings to their organizations. What they need are trusted consultants who can guide them through their Copilot journey and understand how to make AI a worthwhile investment for their organization.

With over 60 years of combined experience in the Microsoft ecosystem, we know our way around Microsoft technologies. We have extensive experience in Microsoft Content AI, having implemented Microsoft Syntex in the financial services sector. From this, we can leverage our knowledge of content, governance, and AI in our Copilot readiness engagements.

Creospark Microsoft 365 Copilot readiness assessment is a fixed-fee engagement that helps you understand how to deploy this AI system specifically for the financial sector to maximize business value. At Creospark, we have experience working with various financial institutions in helping them love and adopt Microsoft technologies for their specific business needs. You can trust us to understand what it takes to be a partner with a financial services organization, and the high level of security and compliance that entails.

Deliverables: • Licensing and technical readiness assessment • Customer data protection and governance assessment • Discovery of high-value business scenarios tailored to your specific business need • Walkthrough of Copilot’s benefits • Recommendations on how to improve your organization's readiness to deploy Microsoft 365 Copilot

In a four-week time frame, we will identify what your organization needs to do to implement and effectively utilize Copilot:

Agenda: (Week 1) Connect with Creospark: To discuss the information required for completion of the readiness assessment questionnaire.

(Week 2) Discovery workshops: To assess… • Technical readiness, including licensing and network. • Customer data protection and governance. • Business pain points and opportunities for Microsoft 365 Copilot to solve them.

(Week 3) Analysis: To process outcomes of previous meetings and synthesize a holistic view of the client’s readiness.

(Week 4) Deliver analysis and recommendations: To present a custom presentation with a tailored demo and recommendations for high-value Copilot use cases.

At a glance