Banca Generali e Microsoft pave the way for a new era in financial advice. As reported Milano Finanza, the Lion bank has tightened a strategic partnership with the American giant to introduce thegenerative artificial intelligence in the sector. The goal? To make the experience more efficient and personalized for both private bankers and clients.
Microsoft 365 Copilot: A Virtual Assistant for Private Bankers
At the heart of this collaboration is Microsoft 365 Copilot, advanced AI assistant based on the ChatGPT language model, developed by OpenAI (a company in which Microsoft has invested over 10 billion dollars).
Copilot will be available to the private bankers and highly specialised of Banca Generali to support them in their daily activities: from organizing emails on Outlook to meetings on Teams, to analyzing data on Excel. Around 60% of employees will be able to access a customized version of the assistant, integrated into the main Microsoft tools already in use.
Innovation and training for more efficient consultancy
The partnership is developing on two fronts:
- Advanced Artificial Intelligence Solutions: Banca Generali and Microsoft will work together to create tools that can improve operational efficiency and personalize financial offerings. This will allow advisors to offer increasingly tailored solutions to customers.
- AI Ambassador: Digital transformation also involves training. A program will be launched to train a group of internal experts, the “AI Ambassadors”, responsible for promoting the adoption of artificial intelligence in various business areas.
Comments
“The financial sector is where the greatest impact of generative AI is expected and where use cases are at the greatest maturity for new levels of productivity and customer services,” he commented. Vincenzo Esposito, CEO of Microsoft Italy –. We are collaborating with Banca Generali in the process of adopting and using AI Generativa to provide its employees and private bankers with new tools capable of optimizing their productivity and collaboration and to create innovative solutions and services for the benefit of customers”.
“Over the past few years, we have built a solid infrastructure designed to support the future of AI applications in our organization to the advantage of the excellence and distinctiveness of our consulting model,” said Gian Maria Mossa, CEO of Banca Generali –. Our initiatives in the field of artificial intelligence aim to make the customer experience more personalized and timely: we are in fact developing solutions that will offer continuous engagement and enrich every interaction”.
