Van Lanschot Kempen uses an AI agent
Van Lanschot Kempen is one of the world’s oldest financial institutions still existing. Thanks to Copilot for Microsoft 365, Van Lanschot Kempen is reducing the time needed for daily tasks, freeing up time to invest in that crucial personal connection.
- Agent or tool
- Custom agent
- 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 101 by interest), and one of 266 involving Custom agent.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into your own agent 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.
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/1762214991743764118-van-lanschot-k…. Our summary is a paraphrase; details are in the source.
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