Use Case Intelligence RSS Search use cases Search
Microsoft Financial Services Malaysia

Permodalan Nasional Berhad (PNB)

Enterprise Knowledge Search · IT Operations Automation

As one of Malaysia's largest fund management companies, PNB wanted to future-proof its business and empower employees to thrive in an AI-driven future.

Read the original story Explore all use cases
A simple task that could take anywhere from 15 to 30 minutes,” explains Norhanifah.

Reported impact

Business outcome

Ts. Izzat is confident that PNB is ready to lead the charge in using AI in the financial sector. “The possibilities are endless.

  • Cost Reduction
  • Productivity Improvement

Solution

As one of Malaysia's largest fund management companies, PNB wanted to future-proof its business and empower employees to thrive in an AI-driven future. PNB became one of the first Copilot for Microsoft 365 adopters in Malaysia and incorporated a customer AI chatbot built on Azure OpenAI Service to handle internal human resources queries. PNB employees have streamlined workflows, saved time, and amplified productivity. The company is now set to enrich customer experiences and explore innovative new ways to use AI in the investment industry. PNB turned to Microsoft, the company’s preferred technology partner, to start its AI journey. “The release of Microsoft 365 Copilot was the catalyst we needed. It was a low-risk yet high-impact solution with a user-centric design that made it easy to integrate into employee workflows,” says Ts.

Data flow

Content from enterprise documents and knowledge sources is ingested into Azure OpenAI Service, where it is indexed, enriched, or reasoned over before grounded answers are returned to employees through business applications.

Solution architecture

2 components · 2 layers
  1. Compute
    • Azure OpenAI Service Provides large language model inference for natural language search, drafting, summarization, and recommendations.
  2. Serving
    • Microsoft 365 Copilot Surfaces generative AI assistance inside Microsoft 365 apps for drafting, summarization, and knowledge retrieval.

Architecture clues

  • A simple task that could take anywhere from 15 to 30 minutes,” explains Norhanifah.
  • Azure OpenAI Service: Provides large language model inference for natural language search, drafting, summarization, and recommendations.
  • Microsoft 365 Copilot: Surfaces generative AI assistance inside Microsoft 365 apps for drafting, summarization, and knowledge retrieval.

Evidence from the source

As one of Malaysia's largest fund management companies, PNB wanted to future-proof its business and empower employees to thrive in an AI-driven future.
PNB became one of the first Copilot for Microsoft 365 adopters in Malaysia and incorporated a customer AI chatbot built on Azure OpenAI Service to handle internal human resources queries.
PNB employees have streamlined workflows, saved time, and amplified productivity. The company is now set to enrich customer experiences and explore innovative new ways to use AI in the investment industry.
PNB turned to Microsoft, the company’s preferred technology partner, to start its AI journey. “The release of Microsoft 365 Copilot was the catalyst we needed.
Ts. Izzat is confident that PNB is ready to lead the charge in using AI in the financial sector. “The possibilities are endless.
Transparency Evidence & methodology 76/100 reference value · 89% 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 value76/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity16/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact15/25
    1 metric describe measurable impact.
  • Deployment scale5/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
  • 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
    5 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 specificity10/10
    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

    Permodalan Nasional Berhad (PNB) customer story

    First-party
    https://www.microsoft.com/en/customers/story/19148-permodalan-nasional-berhad-microsoft-365-copilot
    Source type
    Vendor-published customer story
    Published
    Dec 3, 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 Dec 3, 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.

Related

Similar use cases

See all like this
Microsoft Jan 30, 2025 Raiffeisen Bank International Financial Services Austria RBI wanted to use AI to automate repetitive tasks like documenting intelligence and more rapidly summarizing legal, regulation, and banking documents. RBI’s 43,000 employees offer a wide range of financial services, including retail and corporate banking,… Enterprise Knowledge SearchIT Operations Automation Azure AI Search · Azure OpenAI Service Microsoft Dec 23, 2024 Sanabil Investments Financial Services Saudi Arabia Sanabil Investments, a financial services company in Saudi Arabia, needed to enhance productivity by reducing the time employees spent on manual everyday tasks, diverting focus from more strategic and valuable work. Implementing Microsoft 365 Copilot represents a pivotal step in enabling our employees to harness the power of… Enterprise Knowledge SearchIT Operations Automation Microsoft 365 Copilot · Microsoft Teams Microsoft Dec 3, 2024 British Columbia Investment Management Corporation Financial Services Canada BCI is removing manual tasks through automation and Copilot features that streamline report writing, offering employees more time for strategic and creative tasks. BCI increased productivity by 10%-20% for 84% of Copilot users and increased their job satisfaction by 68%. The… Document ProcessingEnterprise Knowledge Search Azure OpenAI Service · Microsoft 365 · Microsoft 365 Copilot