Client story Beyond Bank Levels Up Productivity and Customer Experience with Microsoft Copilot and Insight

Business challenge

As the banking industry continues to evolve at pace, Beyond Bank faced increasing pressure to deliver faster, more insightful, and highly personalised experiences to customers, while maintaining operational efficiency and robust data governance. Employees were spending excessive time searching for information, recreating content, and navigating complex systems, which hindered productivity and slowed response times. Recognising that falling behind in AI adoption could impact both competitiveness and customer satisfaction, Beyond Bank set out to find a secure, scalable solution to empower teams, streamline workflows, and future-proof the organisation.

Solution

A People-First Approach to AI Adoption

Beyond Bank partnered with Insight, a long-standing technology partner, to implement Microsoft Copilot across the organisation. The goal: reduce cognitive load, streamline information access, and enable smarter ways of working, without adding complexity.

Key Elements of the Approach:

Clarity in Goals and Technical Readiness:

• Ensuring security, data privacy, and alignment with Beyond Bank’sMicrosoft-centred tech stack.

User-Centric Rollout:

• Establishing a pilot group of early adopters from across the business—including executives, customer relations, marketing, IT, risk, and compliance—to provide valuable input for training and enablement.

Continuous Feedback and Monitoring:

• Soliciting feedback early and often, monitoring usage, and leveraging real-life examples to maximise Copilot’s impact.

Insight’s strategy included workshops, staff surveys, and analysis of Microsoft 365 usage data to tailor the rollout and change management program. The focus was on embedding AI across every functional area, not just a one-off deployment.

Results

Measurable Impact Within Weeks

• 73% of pilot users reported faster task completion with Copilot.
• 80% said Copilot helped them be more productive.
• Early users found more capacity for meaningful activities, such as team collaboration, learning and development, and uninterrupted deep thinking time.
  

Looking Ahead - Building on Success

Insight’s partnership with Beyond Bank enabled a successful, secure, and scalable Copilot rollout, transforming productivity and setting the direction for future AI innovation.

“This wasn’t just about getting phase one live, it was about setting the direction for where we needed to take AI next. We’re already exploring expansions into CRM, sales and customer self-serve and we’re so excited about the opportunities.”

— Stevie Anne Dovico, CIO and Group Executive of Technology, Beyond Bank