Hargreaves Lansdown achieves transformational benefits with Microsoft Copilot for Microsoft 365

Hargreaves Lansdown is the UK’s number one platform for private investors, employing over 2,000 people. The business was keen to explore the potential of artificial intelligence and, especially, Microsoft Copilot for Microsoft 365. They are trusted by more than 1.7 million clients who together invest over £120 billion.

Agent or tool: Microsoft Copilot
Topic: Business & Startups
Reported on: Case study (Microsoft)
Added: 2026-11-11

Why it matters

Small teams wear many hats. Agents that pick up research, admin and operations let a founder spend more time on the work only they can do. It is one of 90 sightings filed under Business & Startups on Agent Sightings (number 46 by interest), and one of 39 involving Microsoft Copilot.

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 or any similar agent and adjust the details to your situation.

I want an agent to take on this workflow, show its working, and wait for approval on anything that changes a system or contacts someone. The tool in the source case was Microsoft Copilot.

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/1746327124501579697-hargreaves-lan…. Our summary is a paraphrase; details are in the source.

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