CHALLENGES
Business drivers included:
- Inability to find correct data to service client queries
- Poor data, or out of context, not up-to-date-data
- Unstructured data not stored, organised properly
- High Customer Service costs
- Latency in reply
- Automation lacking
- Inability to drive future revenues
The firm needed to centralise data (data lake), build a proper SaaS CRM (digital, BFF, React) and allow AI to reduce costs for queries, searches and data retrieval. Azure CoPilot Studio was a simple choice.
INDUSTRY
Finance - WMS — Highly Regulated

