AI is revolutionizing how finance operates, and Microsoft Copilot is leading the charge. From budgeting and forecasting to financial analysis, Microsoft Copilot for BFSI empowers professionals to tackle complex tasks with precision and efficiency. Microsoft Copilot for Microsoft 365 brings these advanced capabilities to your fingertips, empowering your team to work smarter and achieve more with precision and efficiency.  Noventiq empowers businesses of all sizes with tailored solutions, including Copilot for enterprises and Copilot for SMBs to drive innovation, enhance productivity, and achieve seamless transformation.

And now with our cost-effective Copilot Wave 2 pricing plans, adopting this game-changing AI solution has become easier.  Ge ready to transform the way you work with Copilot AI in our M365 solutions—because the future of finance is smarter, faster, and Copilot-enabled!

Use cases of Copilot in BFSI

1. Review Contracts

Effortlessly review new contracts with Copilot AI in Word, extracting key insights, tender details, and revenue-impacting terms. Ask questions like: “What are the commitments and monthly fees?”, “What are the invoicing terms?”, and “What is the license duration?” and Copilot AI generates clear responses summarizing critical details.

2. Collections Coordination

Use Copilot AI in Outlook to summarize recent customer email threads, and leverage Copilot to identify outstanding invoices and key insights directly from your ERP system. Streamline customer communications and accelerate analysis by seamlessly connecting ERP and financial data.

3. Analyze Business Performance

Aggregate budget and spend data into an Excel spreadsheet and use Copilot to streamline data formatting. Copilot AI in Excel suggests formulas to clean up entries, such as removing trailing spaces, correcting capitalization, and ensuring uniformity.

4. Compare Amendments Smoothly

Leverage Copilot in Business Chat to analyze recent accounting regulation updates from the past quarter, identifying key amendments that need review. Compare changes, evaluate their impact, and use Copilot AI in PowerPoint to build a structured guide with methodologies and insights to streamline onboarding for new team members.

5. Automate Financial Query Management

Use Copilot Studio to build an agent that answers common finance-related questions, logs items into a quality control database, and collects employee feedback on responses. Then, leverage Copilot in Word & Copilot in Powerpoint to draft reports and presentations summarizing recurring issues, solutions, and actionable next steps.

Why Noventiq for Microsoft Copilot?

As a trusted Microsoft solutions partner, Noventiq delivers tailored Microsoft Copilot services that empower banking and financial institutions to achieve more. From Copilot consulting and deployment to integration and support, Noventiq ensures that BFSI professionals harness the full potential of Microsoft Copilot for banking to drive success. Our Microsoft Copilot services include:

With Noventiq by your side, you can streamline complex tasks, improve accuracy, and accelerate decision-making—all while enhancing collaboration and productivity.

Smarter financial workflows start with Noventiq & Microsoft Copilot—get started with a customized Copilot 365 license cost. 

BUY COPILOT NOW AND EMBRACE THE FUTURE OF FINANCE