A global investment bank used BA Insight’s AI Enablement Platform to extend Microsoft Copilot’s capabilities beyond 365, integrating data from CRMs, proprietary databases, and research tools. Initially hindered by siloed systems, the firm faced slow workflows and missed insights. BA Insight indexed, enriched, and exposed data for Copilot ingestion, enabling analysts to automate pitch creation, streamline deal analysis, and retrieve insights from disparate sources. The solution cut presentation prep time by 90%, boosted productivity, improved client outcomes, and laid a scalable, secure foundation for future AI growth.

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