United StatesFinance and insurance2024 – ongoingMoody's
Internal copilot for employee research and policy retrieval
Moody's rolled out its internal copilot to 14,000 employees through Teams
Problem
Employees searched across disconnected documents and financial datasets. Combining the information into useful research took time.
Approach
Moody's built a custom assistant with Azure OpenAI and the Teams AI Library. It connected internal policies and business datasets, returned summaries with source links, and adjusted access by employee role. The team expanded access across the organization after an initial launch.
Results
Takeaway
The rollout depended on connecting relevant data and respecting access restrictions. Availability to employees did not establish how often they used it.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Internal work and knowledge management
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Built in-house
- Evidence
- Vendor case study
Sources
Source summaries
Microsoft described how Moody's built and expanded its internal assistant. It reported a full rollout to 14,000 employees and explained the connections to policies and proprietary datasets.
Full details are in the original sources.