Reported impact
Business outcome
It sought to streamline workflows, automate tasks, enhance analytics, and manage data crucial for boosting productivity and efficiency.
- Cost Reduction
- Customer Experience
- Productivity Improvement
- Revenue Growth
MicrosoftSoftware / SaaSCustomer Service AutomationDocument ProcessingEnterprise Knowledge SearchAI and Machine LearningApplication ModernizationData AnalyticsGenerative AI / LLMCost ReductionCustomer ExperienceProductivity ImprovementRevenue Growth2024 MicrosoftMS#0078d4Software / SaaSGlobalFinastra wanted to improve its marketing processes, with campaign creation often taking up to several months.Depending on the task, Copilot saves 20% to 50% of employees' time, allowing for strategic work.Sep 16, 20246Customer Service Automation|Document Processing|Enterprise Knowledge SearchMicrosoft Copilot · Microsoft Viva Engage · Power BI0 2024-09-16 6
Finastra
Customer Service Automation · Document Processing · Enterprise Knowledge Search
Finastra wanted to improve its marketing processes, with campaign creation often taking up to several months.
Depending on the task, Copilot saves 20% to 50% of employees' time, allowing for strategic work.
It really does democratize access to excellence across the marketing industry." Copilot has saved me between 20%
It really does democratize access to excellence across the marketing industry." Copilot has saved me between 20% and 50% of my time.
One of Finastra's largest marketing campaigns took 75% less time with Copilot.
Solution
Finastra used Microsoft Copilot, Power BI, Power Platform to replace disconnected manual workflows with a more consistent digital operating model. Low-code automation and copilot capabilities orchestrate tasks, route work, and surface context to agents or business users without requiring separate point solutions. It sought to streamline workflows, automate tasks, enhance analytics, and manage data crucial for boosting productivity and efficiency. The architecture emphasizes managed services, reusable integrations, and governed data handling so the organization can scale adoption without rebuilding the solution for each new team or use case.
Data flow
Business data is unified in the service data layer, workflow automation coordinates the workflow across connected systems, and Dynamics 365 surfaces the experience to employees or customers in a single guided interface.
Solution architecture
- Serving
- Microsoft Copilot Provides generative assistance inside end-user productivity workflows.
- Power BI Delivers dashboards, reports, and self-service analytics to business users.
- Microsoft Viva Engage Hosts collaboration and knowledge-sharing experiences for end users.
- Orchestration
- Power Platform Provides the low-code automation and application platform for workflow modernization.
Evidence from the source
"Before Copilot, my performance marketing team had to have special Power BI skills to get the analysis they needed," says Klueckmann.
Finastra wanted to improve its marketing processes, with campaign creation often taking up to several months.
Initial use cases focused on content creation, collaboration, and market analysis, later bringing Copilot into Microsoft Power BI .
It sought to streamline workflows, automate tasks, enhance analytics, and manage data crucial for boosting productivity and efficiency.
Microsoft Viva Engage facilitated Q&A sessions and provided a comprehensive cheat sheet.
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 value90/100
- Problem clarity20/20Measures whether the customer's operational problem is specific enough to compare.
- Implementation depth15/25Rewards named components, data flow, integrations, and architecture detail.
- Outcome specificity20/20Measures whether the reported benefit is concrete rather than a generic claim.
- Quantified impact25/254 metrics describe measurable impact.
- Deployment scale10/10Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
- 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 evidence20/205 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 specificity10/10Rewards 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/18732-finastra-microsoft-viva-engageMicrosoftFirst-party
Finastra 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 16, 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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