Reported impact
Business outcome
Based on these early successes, Aztec is now planning to scale to 1,000 users this year and, subsequently, to roll Copilot out to everyone in the organisation.
- Productivity Improvement
- Risk Reduction
- Scalability
MicrosoftFinancial ServicesDocument ProcessingEnterprise Knowledge SearchAI and Machine LearningGenerative AI / LLMProductivity ImprovementRisk ReductionScalability2024 MicrosoftMS#0078d4Financial ServicesJerseyAztec Group is undertaking a digital transformation to drive efficiencies and manage risk, taking a “Microsoft first” approach.Sep 18, 20245Document Processing|Enterprise Knowledge SearchCopilot for Microsoft 365 · Microsoft Teams · SharePoint0 2024-09-18 5
Aztec Group
Document Processing · Enterprise Knowledge Search
Aztec Group is undertaking a digital transformation to drive efficiencies and manage risk, taking a “Microsoft first” approach.
Solution
Aztec Group is undertaking a digital transformation to drive efficiencies and manage risk, taking a “Microsoft first” approach. To maximise the return from its existing Microsoft tech stack, Aztec Group undertook a trial of Copilot for Microsoft 365 with 300 of its staff. With locations in the six strategic jurisdictions of Guernsey, Ireland, Jersey, Luxembourg, the United Kingdom, and the United States, Aztec employs 2,000+ people. It is a trusted partner for over 450 funds and has over €600bn in assets under administration (AUA) under its care. “It’s important for Aztec to scale our industry operations and technology is a massive enabler for that,” says Charlotte Light, Chief Digital Officer at Aztec Financial Services.
Data flow
All the data handled by Copilot is compliant with Aztec’s data security policies and Microsoft’s commitments to data protection, privacy, security, compliance and responsible AI practices, including GDPR and the EU data boundary.
Solution architecture
- Storage
- SharePoint Stores and shares documents and structured content used across the workflow.
- Serving
- Copilot for Microsoft 365 Assists employees inside Microsoft 365 apps with drafting, summarization, search, and task execution.
- Microsoft Teams Connects users, experts, or frontline staff for collaboration, communication, and workflow execution.
Architecture clues
- All the data handled by Copilot is compliant with Aztec’s data security policies and Microsoft’s commitments to data protection, privacy, security, compliance and responsible AI practices, including GDPR and the EU data boundary.
- As part of this digitalisation programme, Aztec Group gave 300 members of staff access to Copilot for Microsoft 365 so they could assess, in a safe and compliant way, the value AI could add to the way they work.
- Copilot works with the data Aztec stores in its Microsoft Teams and SharePoint workspaces and the other Microsoft tools the business uses every day, including Word Excel PowerPoint Outlook .
- To maximise the return from its existing Microsoft tech stack, Aztec Group undertook a trial of Copilot for Microsoft 365 with 300 of its staff.
- “We look at lots of data on behalf of our clients and Copilot has an ability to streamline how that work gets done.
Evidence from the source
As part of this digitalisation programme, Aztec Group gave 300 members of staff access to Copilot for Microsoft 365 so they could assess, in a safe and compliant way, the value AI could add to the way they work.
Aztec Group is undertaking a digital transformation to drive efficiencies and manage risk, taking a “Microsoft first” approach.
Copilot works with the data Aztec stores in its Microsoft Teams and SharePoint workspaces and the other Microsoft tools the business uses every day, including Word Excel PowerPoint Outlook .
To maximise the return from its existing Microsoft tech stack, Aztec Group undertook a trial of Copilot for Microsoft 365 with 300 of its staff.
“It’s important for Aztec to scale our industry operations and technology is a massive enabler for that,” says Charlotte Light, Chief Digital Officer at Aztec Financial Services.
“We’re going through a huge digitalisation programme at the moment,” she explains “One of the key tenets of that is looking at how we can increase our efficiency and productivity but also, how we can best manage our risk.”
Transparency Evidence & methodology
Review how this reference was scored and trace each normalized claim back to its documented source.
Scoring methodology
How scores are calculated
Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.
Customer reference value66/100
- Problem clarity20/20Measures whether the customer's operational problem is specific enough to compare.
- Implementation depth20/25Rewards named components, data flow, integrations, and architecture detail.
- Outcome specificity16/20Measures whether the reported benefit is concrete rather than a generic claim.
- Quantified impact0/250 metrics describe measurable impact.
- Deployment scale10/10Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence87%
- Source authority20/25The main evidence is an official vendor-published customer story.
- Claim traceability21/2510 of 12 key fields link to a named source.
- Direct evidence20/206 direct source quotes retained.
- Date provenance10/10The publication date comes from the source page or publisher.
- Source transparency8/101 source reference document publisher, URL, authority, retrieval, and supported fields.
- Implementation specificity8/10Rewards source-backed components, data flow, quantified impact, and a specific outcome.
Traceability
Sources & provenance
Field coverage shows which facts each source supports. Dates are shown only when documented by the source.
- https://www.microsoft.com/en/customers/story/18730-aztec-group-microsoft-365-copilotMicrosoftFirst-party
Aztec Group customer story
Supports- Customer
- Business problem
- Solution
- Products
- Solution components
- Data flow
- Integrations
- technical area
- use case category
- Business outcome
- outcome category
- Metrics
- Architecture
- evidence quotes
- Publication date
Date evidence
- Published on source page Sep 18, 2024 · Microsoft · First-partyOpen date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.
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