MicrosoftFinancial ServicesEnterprise Knowledge SearchGenerative AI / LLMComplianceCustomer ExperienceProductivity ImprovementSpeed to Market2023MicrosoftMS#0078d4Financial ServicesUnited KingdomHargreaves Lansdown (HL) is one of the UK’s leading financial services companies, managing more than £134 billion (US$165 billion) in assets for 1.8 million clients. For the financial advisors who meet with those…Already, 96 percent of employees who use Copilot are reporting that they find the tool useful, and the majority…Nov 15, 20236Enterprise Knowledge SearchMicrosoft 365 · Microsoft 365 Copilot · Microsoft Azure02023-11-156
Hargreaves Lansdown (HL) is one of the UK’s leading financial services companies, managing more than £134 billion (US$165 billion) in assets for 1.8 million clients. For the financial advisors who meet with those clients, delivering exceptional service and building trust is paramount. With the advent of generative AI, HL saw the potential to redefine key business workflows to drive increased productivity with their employees that would result in differentiated experiences for their clients. Case in point, while answering client questions and listening to their concerns in a digital meeting, advisors often found their attention torn between manual notetaking and keeping the conversation moving. After a session, advisors had to manually transfer their notes to a branded template to send to customers. Dispensing personalized advice and professional-looking documentation this way helps HL advisers win the loyalty of clients, but it was a time-consuming process—one that was ripe for optimization.
↗Already, 96 percent of employees who use Copilot are reporting that they find the tool useful, and the majority expect it to become even more so.
↗Of those employees who had a chance to use Copilot, 53 percent said they found the tool extremely useful, and 43 percent indicated they found it somewhat useful.
↗Within months, the new tools have delivered quantifiable benefits: financial advisors expect to complete client documentation 4 times faster, employees save an estimated 2 to 3 hours per week, and 96 percent find Microsoft 365 Copilot useful in simplifying daily tasks.
↗“Microsoft Copilot for Microsoft 365, coupled with Microsoft Teams Premium, is a chance for us to transform how we work and deliver even better experiences for clients.” Vicki Holman, Collaboration Platform Owner, Hargreaves Lansdown Hargreaves Lansdown (HL) is one of the UK’s leading financial services companies, managing more than £134 billion (US$165 billion) in assets for 1.8 million clients.
Reported impact
Business outcome
November 15, 2023 Hargreaves Lansdown, a leading UK financial services company, has deployed Microsoft Copilot for Microsoft 365 and Microsoft Teams Premium to increase employee productivity and enhance client service. Within months, the new tools have delivered quantifiable benefits: financial advisors expect to complete client documentation 4 times faster, employees save an estimated 2 to 3 hours per week, and 96 percent find Microsoft 365 Copilot useful in simplifying daily tasks.
Compliance
Customer Experience
Productivity Improvement
Speed to Market
Solution
Hargreaves Lansdown used Microsoft 365 Copilot, Microsoft Dynamics 365, Microsoft Azure to surface grounded answers from enterprise knowledge faster. Hargreaves Lansdown (HL) is one of the UK’s leading financial services companies, managing more than £134 billion (US$165 billion) in assets for 1.8 million clients. For the financial advisors who meet with those clients, delivering exceptional service and building trust is paramount. With the advent of generative AI, HL saw the potential to redefine key business workflows to drive increased productivity with their employees that would result in differentiated experiences for their clients. Case in point, while answering client questions and listening to their concerns in a digital meeting, advisors often found their attention torn between manual notetaking and keeping the conversation moving. After a session, advisors had to manually transfer their notes to a branded template to send to customers. Dispensing personalized advice and...
Data flow
Enterprise content from documents, meetings, websites, or internal systems is passed through retrieval and model services so users receive grounded answers inside the target workflow.
Solution architecture
5 components · 4 layers
Compute
Microsoft AzureHosts the application, data, and integrations on scalable cloud infrastructure.
Serving
Microsoft 365 CopilotApplies AI to documents, meetings, mail, and other everyday knowledge work.
Microsoft Teams PremiumAdds AI-supported communication and meeting workflows.
Orchestration
Microsoft Dynamics 365Provides the common business process layer that standardizes operations.
Uncategorized
Microsoft 365Provides the documents, messages, and meetings that feed user workflows.
Architecture clues
Emphasizes secure enterprise access to data and AI capabilities.
Operates with real-time or near-real-time telemetry and analytics.
Evidence from the source
Hargreaves Lansdown (HL) is one of the UK’s leading financial services companies, managing more than £134 billion (US$165 billion) in assets for 1.8 million clients. For the financial advisors who meet with those clients, delivering exceptional service and building trust is paramount. With the advent of generative AI, HL saw the potential to redefine key business workflows to drive increased productivity with their employees that would result in differentiated experiences for their clients. Case in point, while answering client questions and listening to their concerns in a digital meeting, advisors often found their attention torn between manual notetaking and keeping the conversation moving. After a session, advisors had to manually transfer their notes to a branded template to send to customers. Dispensing personalized advice and professional-looking documentation this way helps HL advisers win the loyalty of clients, but it was a time-consuming process—one that was ripe for optimization.
November 15, 2023 Hargreaves Lansdown, a leading UK financial services company, has deployed Microsoft Copilot for Microsoft 365 and Microsoft Teams Premium to increase employee productivity and enhance client service. Within months, the new tools have delivered quantifiable benefits: financial advisors expect to complete client documentation 4 times faster, employees save an estimated 2 to 3 hours per week, and 96 percent find Microsoft 365 Copilot useful in simplifying daily tasks.
Within months, the new tools have delivered quantifiable benefits: financial advisors expect to complete client documentation 4 times faster, employees save an estimated 2 to 3 hours per week, and 96 percent find Microsoft 365 Copilot useful in simplifying daily tasks.
“Microsoft Copilot for Microsoft 365, coupled with Microsoft Teams Premium, is a chance for us to transform how we work and deliver even better experiences for clients.” Vicki Holman, Collaboration Platform Owner, Hargreaves Lansdown Hargreaves Lansdown (HL) is one of the UK’s leading financial services companies, managing more than £134 billion (US$165 billion) in assets for 1.8 million clients.
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 value100/100
Problem clarity20/20
Measures whether the customer's operational problem is specific enough to compare.
Implementation depth25/25
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 impact25/25
2 metrics describe measurable impact.
Deployment scale10/10
Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence92%
Source authority20/25
The main evidence is an official vendor-published customer story.
Claim traceability23/25
11 of 12 key fields link to a named source.
Direct evidence20/20
4 direct source quotes retained.
Date provenance10/10
The publication date comes from the source page or publisher.
The Organization JSON-LD lists streetAddress 'One College Square South, Anchor Road', addressLocality 'Bristol', addressCountry 'GB', and numberOfEmployees value 2038.
Source type
Structured company profile
Supports
Company size
Date evidence
Published on source pageNov 15, 2023 · Microsoft · First-party
With your OK, we use Google Analytics cookies to see which pages and searches are useful. No ads, no profiling, and
nothing is loaded until you accept. You can change this any time under “Cookie settings” in the footer.
