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Scenario 39

Building an Intelligent Financial Assistant using ​Microsoft Copilot Studio

Contoso Financial serves customers across India, Singapore, Malaysia, and Indonesia with 2,500 employees. Rising demand for instant multilingual support is challenging its agent-led service model.

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Key Features

AI-Powered Customer Query Resolution

Centralized Financial Knowledge Management

Multilingual Customer Support

Intelligent Product & Service Guidance

Copilot-Powered Conversational Assistance

Automated Service Request Processing

Personalized Customer Interactions

Secure Customer Data Access

Real-Time Service Dashboards & Analytics

Automated Escalation & Case Management.

Solution Architecture

An Intelligent Financial Assistant built on Microsoft Copilot Studio, Power Automate, Dataverse, and Microsoft 365 enables customers to access instant support across retail banking, insurance, and wealth management services. Using Copilot, Generative AI, enterprise knowledge sources, multilingual capabilities, and automated workflows, the solution delivers personalized financial assistance, self-service support, intelligent case routing, and seamless customer engagement while reducing call center workload and improving customer satisfaction.

Technologies Used

Microsoft Power Apps Premium Microsoft Copilot Studio​ Power BI Pro