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Hargreaves Lansdown uses Microsoft 365 Copilot

Hargreaves Lansdown, a leading UK financial services company, has deployed Microsoft Copilot for Microsoft 365 and Microsoft Teams Premium to increase employee productivity and enhance client service. Within months, the new tools have delivered quantifiable benefits: financial advisors expect to complete client documentation 4 times faster, employees save an estimated 2 to 3 hours per week, and 96 percent find Microsoft 365 Copilot useful in simplifying daily tasks.

Agent or tool
Microsoft 365 Copilot
Topic
Finance
Reported on
Case study (Microsoft)
Added
2026-11-11

Why it matters

Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 156 sightings filed under Finance on Agent Sightings (number 75 by interest), and one of 122 involving Microsoft 365 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 365 Copilot or any similar agent and adjust the details to your situation.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

Saved

Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/1700944299531611959-hargreaves-lan…. Our summary is a paraphrase; details are in the source.

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