Finastra’s Copilot revolution: How AI is reshaping B2B software marketing for the financial services sector | Microsoft Customer Stories (original) (raw)

Finastra wanted to improve its marketing processes, with campaign creation often taking up to several months. It sought to streamline workflows, automate tasks, enhance analytics, and manage data crucial for boosting productivity and efficiency.

Copilot helps Finastra customize content, personalize marketing materials, and summarize meetings. It handles email threads, analyzes campaign performance, and conducts ROI analysis. And it transcribes and summarizes content in a fraction of the time.

Depending on the task, Copilot saves 20% to 50% of employees’ time, allowing for strategic work. One of Finastra’s largest marketing campaigns took 75% less time with Copilot. Copilot organizes data, streamlining content strategy for quicker launches.