Investec bankers save 200 hours a year with Microsoft Copilot for Sales

Overview

Investec, an international bank and wealth manager, was the first Microsoft customer to go live in production with Microsoft Copilot for Sales, rolling it out to 900 bankers in the UK. Copilot generates client history summaries and AI-powered email drafts inside Outlook and Teams, saving roughly 200 hours a year across the bank and shaving about 10 seconds off each post-call CRM update. Investec is extending the rollout to 700 bankers in South Africa.

The challenge

Investec's client-facing bankers, especially private bankers serving high-net-worth individuals, struggled to remember details from client conversations spanning years and to deliver thorough, timely service at scale, while manually transferring information between Outlook and Dynamics 365 and spending significant time preparing for each client interaction.

The solution

Investec launched Microsoft Copilot for Sales in Outlook and Teams for 900 bankers in the UK, becoming the first Microsoft customer to go live in production with Copilot for Sales. Copilot for Sales shares information between Microsoft 365 apps and Investec's existing Dynamics 365 CRM, generating AI-powered client history summaries, three-bullet meeting recap summaries, and email drafts, and prompting bankers to create new client records when it detects names or email addresses it cannot match in Dynamics 365.

Reported business value

Copilot for Sales is saving Investec approximately 200 hours a year across the bank and shaving about 10 seconds off each post-call CRM update; AI-powered email drafts save the 10-15 minutes bankers previously spent gathering background information and drafting responses. Investec is extending the rollout to 700 bankers in South Africa.