A research-analyst agent that returned 38,000 hours in year one
Investment analysts spent up to 40% of their week assembling fund commentary, regulatory disclosures, and client briefings from disparate sources, with growing MiFID II audit pressure.
A Copilot Studio agent grounded in SharePoint, Fabric, and the firm's research repository, orchestrated through Azure AI Foundry with citation-mandatory prompts and a full evaluation harness.
- 38,000 analyst hours returned in the first 12 months
- €14M uplift in fee-earning capacity, redeployed to client coverage
- 100% of agent outputs traceable to source for MiFID II audit