client experience

About this tag
The client experience tag on WindowsForum.com covers discussions about improving customer interactions through technology, particularly in financial services. A featured thread explores how UniSuper uses Microsoft Copilot Studio and Power Automate to automate back-office tasks, enabling advisors to focus on client service. This agentic AI approach streamlines note-taking and boosts efficiency, directly enhancing the client experience. The tag reflects themes of automation, AI integration, and service optimization within enterprise IT contexts.

  1. UniSuper Leverages Agentic AI with Microsoft Copilot for Enhanced Financial Services

    UniSuper Embraces Agentic AI with Microsoft Copilot and Power Automate UniSuper is pioneering a new era in financial advisory services by leveraging agentic AI—an intelligent assistant designed to streamline note-taking and boost overall efficiency. By integrating Microsoft Copilot Studio and...
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    • agentic ai automation client experience financial services microsoft copilot power automate
    • Replies: 0
    • Forum: Windows News