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Microsoft Financial Services Netherlands

Van Lanschot Kempen

Document Processing · Enterprise Knowledge Search

When preserving and creating wealth for our clients, it’s essential to establish a personal connection. That is the only way the client will trust the advisor, and the advisor can understand the client’s needs.

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“Sitting in meetings and having to take notes and structure action points, tasks, and recaps accounted for around 40 percent of my time.

Reported impact

Business outcome

Copilot also helps Van Lanschot Kempen employees prepare emails and documents. Nerea Ramon Gomez explains: “Copilot is a brilliant assistant when drafting emails or documents.

  • Customer Experience

Solution

When preserving and creating wealth for our clients, it’s essential to establish a personal connection. That is the only way the client will trust the advisor, and the advisor can understand the client’s needs. This is particularly true when it comes to financials. Van Lanschot Kempen is one of the world’s oldest financial institutions still existing. This Netherlands-based firm has the experience to know just how important the personal touch is in its business, which is why it always strives to give its employees time to build personal connections with colleagues and clients. Thanks to Copilot for Microsoft 365, Van Lanschot Kempen is reducing the time needed for daily tasks, freeing up time to invest in that crucial personal connection. The challenge: Unautomated day-to-day tasks take up a lot of time

Solution architecture

2 components · 1 layer
  1. Serving
    • Copilot for Microsoft 365 Assists employees inside Microsoft 365 apps with drafting, summarization, search, and task execution.
    • Microsoft Teams Connects users, experts, or frontline staff for collaboration, communication, and workflow execution.

Architecture clues

  • Copilot understands roles and conversational context, which in Microsoft Teams meetings in particular is an absolute game-changer.
  • It’s not a separate solution but rather an integral part of working with Word PowerPoint Outlook , and Microsoft Teams —solutions that every employee already uses on a daily basis.
  • Thanks to Copilot for Microsoft 365, Van Lanschot Kempen is reducing the time needed for daily tasks, freeing up time to invest in that crucial personal connection.
  • That wish was granted, and the company quickly identified a variety of use cases in which Copilot for Microsoft 365 would reduce the amount of time employees need to complete routine tasks.
  • The general benefit is that Copilot is very adept at learning based on interactions and data shared with it.
  • “But Copilot learned that lingo and now perfectly understands what we’re talking about in meetings or chats.” That helps with prompting and getting the most out of the available data.

Evidence from the source

Copilot understands roles and conversational context, which in Microsoft Teams meetings in particular is an absolute game-changer.
It’s not a separate solution but rather an integral part of working with Word PowerPoint Outlook , and Microsoft Teams —solutions that every employee already uses on a daily basis.
On an operational level, Copilot saves a lot of time with regard to meetings.
That is the only way the client will trust the advisor, and the advisor can understand the client’s needs.
That wish was granted, and the company quickly identified a variety of use cases in which Copilot for Microsoft 365 would reduce the amount of time employees need to complete routine tasks.
When preserving and creating wealth for our clients, it’s essential to establish a personal connection.
Transparency Evidence & methodology 56/100 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 value56/100
  • 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 specificity16/20
    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

    Van Lanschot Kempen customer story

    First-party
    https://www.microsoft.com/en/customers/story/1762214991743764118-van-lanschot-kempen-copilot-for-microsoft-365-banking-and-capital-markets-en-netherlands
    Source type
    Vendor-published customer story
    Published
    May 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 May 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.

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