Microsoft Financial Services United Kingdom

Hargreaves Lansdown

Document Processing · Enterprise Knowledge Search

Vicki Holman explains the approach: “In terms of deployment, we just want to move really quickly. With the initial project team licenced, we had a couple of weeks to become experts ourselves!”

It has probably saved me about four hours per day.”
They are trusted by more than 1.7 million clients who together invest over £120 billion.

Reported impact

Business outcome

As the UK’s number one platform for private investors, Hargreaves Lansdown prioritises digital innovation as a source of competitive advantage and driving improvements in the customer experience. When it saw an opportunity to explore the potential of artificial intelligence and, in particular, Microsoft Copilot for Microsoft 365 , the business jumped at the chance.

  • Cost Reduction
  • Customer Experience
  • Productivity Improvement

Solution

Hargreaves Lansdown is the UK’s number one platform for private investors, employing over 2,000 people. They are trusted by more than 1.7 million clients who together invest over £120 billion. The business was keen to explore the potential of artificial intelligence and, especially, Microsoft Copilot for Microsoft 365. The response from users has been fantastic, with improved accessibility and significant productivity savings. As the UK’s number one platform for private investors, Hargreaves Lansdown prioritises digital innovation as a source of competitive advantage and driving improvements in the customer experience. When it saw an opportunity to explore the potential of artificial intelligence and, in particular, Microsoft Copilot for Microsoft 365 , the business jumped at the chance.

Solution architecture

1 components · 1 layer
  1. Serving
    • Copilot for Microsoft 365 Assists employees inside Microsoft 365 apps with drafting, summarization, search, and task execution.

Architecture clues

  • As the UK’s number one platform for private investors, Hargreaves Lansdown prioritises digital innovation as a source of competitive advantage and driving improvements in the customer experience.
  • Hargreaves Lansdown is the UK’s number one platform for private investors, employing over 2,000 people.
  • The business was keen to explore the potential of artificial intelligence and, especially, Microsoft Copilot for Microsoft 365.
  • Vicki Holman, Collaboration Platform Owner at Hargreaves Lansdown, explains, “When I initially heard about Microsoft Copilot for Microsoft 365 , I thought, ‘This is a really exciting time.’ So as soon as I knew there was an option for us to apply to go on the early access programme, it was a no-brainer.
  • When it saw an opportunity to explore the potential of artificial intelligence and, in particular, Microsoft Copilot for Microsoft 365 , the business jumped at the chance.
  • “The first demo I saw was Microsoft Copilot for Microsoft 365 drafting a set of slides—a quite simple but quite professional-looking presentation.

Evidence from the source

As the UK’s number one platform for private investors, Hargreaves Lansdown prioritises digital innovation as a source of competitive advantage and driving improvements in the customer experience.
Hargreaves Lansdown is the UK’s number one platform for private investors, employing over 2,000 people.
They are trusted by more than 1.7 million clients who together invest over £120 billion.
Vicki Holman, Collaboration Platform Owner at Hargreaves Lansdown, explains, “When I initially heard about Microsoft Copilot for Microsoft 365 , I thought, ‘This is a really exciting time.’ So as soon as I knew there was an option for us to apply to go on the early access programme, it was a no-brainer.
When it saw an opportunity to explore the potential of artificial intelligence and, in particular, Microsoft Copilot for Microsoft 365 , the business jumped at the chance.
“The first demo I saw was Microsoft Copilot for Microsoft 365 drafting a set of slides—a quite simple but quite professional-looking presentation.
Transparency Evidence & methodology 60/100 reference value · 85% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

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 value60/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth15/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact0/25
    0 metrics describe measurable impact.
  • Deployment scale5/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence85%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    6 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity6/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    Hargreaves Lansdown customer story

    First-party
    https://www.microsoft.com/en/customers/story/1746327124501579697-hargreaves-lansdown-microsoft-365-banking-and-capital-markets-en-united-kingdom
    Source type
    Vendor-published customer story
    Published
    Mar 21, 2024
    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 Mar 21, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.