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First National Bank enhances customer communications with Microsoft Copilot for Sales

First National Bank (FNB) is a division of FirstRand Bank Limited, the largest listed financial institution by market capitalization in Africa. Its 50,178 employees embrace the philosophy of “better business; better world.” First National Bank (FNB) is a division of FirstRand Bank Limited, the largest listed financial institution by market capitalization in Africa. Founded in 1838, FNB offers personal, private, business, commercial, and corporate banking services to 10 million consumers, commercial enterprises, and public sector customers in South Africa and across the continent.

Agent or tool
Microsoft Copilot for Sales
Topic
Sales & Marketing
Reported on
Case study (Microsoft)
Added
2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 384 by interest), and one of 13 involving Microsoft Copilot for Sales.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Microsoft Copilot for Sales or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was Microsoft Copilot for Sales.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/1761931588230983875-first-national…. Our summary is a paraphrase; details are in the source.

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