United KingdomFinance and insurance2024 – ongoing

Investec

Copilot for Sales for bankers

Investec rolls out Copilot for Sales to 900 UK bankers, estimating 200 hours saved a year

WorkingVendor's case studyVendor ↗

Problem

Bankers spent 10 to 15 minutes gathering background and drafting a reply to each lead, with about 400 leads a week on the treasury desk.

Approach

Investec was the first customer to run Copilot for Sales in production. It launched in Outlook and Teams for 900 UK bankers and is being extended to 700 in South Africa, with Dynamics 365 already in place.

Results

about 200 hours per yearEstimated time saved across the bank, per InvestecVendor's case study[1]

900 bankersUK bankers in the initial launchVendor's case study[1]

Takeaway

Sales assistants built into existing mail and CRM tools cut drafting time. The 200-hour figure is the company's own estimate from comparing Copilot and legacy users.

Sources

Investec customer story
Microsoft10 Jun 2024Vendor publication

Source summaries

[1]Microsoft10 Jun 2024

Microsoft reports that Investec was the first production customer of Copilot for Sales, with 900 UK bankers using it and 700 in South Africa to follow. It gives per-task time savings and a company estimate of yearly hours saved.

Full details are in the original sources.

Added 25 Oct 2026 · Updated 25 Oct 2026