Customer Service Automation · IT Operations Automation
The bank's Head of Data Transformation wanted to make things even simpler for employees.
Reported impact
We have 850 branches with about 10 to 20 people in each, so a huge number of people quickly realized the benefits of Copilot." Using Microsoft 365 Copilot's Smart Narrative feature, the [Power BI] reporting process was streamlined.
Capitec Bank built its Microsoft solution to improve employee-productivity and operational workflows. The bank's Head of Data Transformation wanted to make things even simpler for employees. Key components included Microsoft 365 Copilot for Finance delivered dashboards, apps, or copilots to users, and Microsoft 365 Copilot delivered dashboards, apps, or copilots to users. User prompts and domain content are orchestrated through Microsoft Copilot Studio, processed by Azure OpenAI Service, and then delivered through Microsoft 365 Copilot for Finance so Capitec Bank can return context-aware answers or automation in the flow of work. The stack stayed governed and extensible on Microsoft. We have 850 branches with about 10 to 20 people in each, so a huge number of people quickly realized the benefits of Copilot." Using Microsoft 365 Copilot's Smart Narrative feature, the [Power BI] reporting process was streamlined.
User prompts and domain content are orchestrated through Microsoft Copilot Studio, processed by Azure OpenAI Service, and then delivered through Microsoft 365 Copilot for Finance so Capitec Bank can return context-aware answers or automation in the flow of work.
By integrating Copilot with Smart Narrative in Power BI, O'Carroll saw an opportunity to automatically generate insights on the daily reports used across the bank's 850 branches.
Starting with Copilot for Power BI, exploring Copilot Studio, and graduating with Azure OpenAI, Capitec streamlined a number of processes across various departments in the bank.
The bank's Head of Data Transformation wanted to make things even simpler for employees.
We have 850 branches with about 10 to 20 people in each, so a huge number of people quickly realized the benefits of Copilot." Using Microsoft 365 Copilot's Smart Narrative feature, the [Power BI] reporting process was streamlined.
With Copilot and Azure OpenAI Service, Capitec's employees save one hour per week, enhancing efficiency and driving innovation across departments Established in 2001, Capitec Bank serves over 22 million clients with a focus on simplicity, affordability, and accessibility.
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