AustraliaFinance and insurance2024 – ongoing

AMP Limited

Copilot summaries of adviser-client meetings

AMP advisers got client-meeting summaries in 10 to 15 minutes with Microsoft 365 Copilot

In progressCompany's own claim

Problem

Advisers held 8 to 10 client meetings a week. Each one-hour meeting needed about 45 minutes of summary work afterwards. AMP also wanted better records because its advice and fees had been examined by a royal commission.

Approach

AMP gave aligned and independent advisers Microsoft 365 Copilot to record, transcribe and summarise client meetings. The rollout covered the adviser network, and a policy framework governed data security, privacy and generative AI use. AMP did not yet trust AI tools for calculations, modelling or advice documents.

Results

10 to 15 minutestime to produce a meeting summary after the meeting ended, per AMPCompany's own claim[1]

about eight hours a weekestimated time saved per adviser, an AMP estimate and not a measured resultCompany's own claim[1]

Takeaway

AMP limited the tool to documentation, where errors are easy to check, and kept it away from advice content.

Sources

AMP gets advisers to document client meetings with Copilot
iTnews5 Apr 2024News article

Source summaries

[1]iTnews5 Apr 2024

iTnews reported remarks by AMP's advice delivery general manager at the Microsoft AI Summit in Melbourne. Advisers used Copilot to record and summarise meetings, with summaries ready in 10 to 15 minutes. AMP estimated a saving of about eight hours a week per adviser.

Full details are in the original sources.

Added 1 Nov 2026 · Updated 1 Nov 2026