Articles for tag: agentic AI, Automation, Financial Advisory, Member Experience, Microsoft Copilot, Retirement Solutions, UniSuper

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UniSuper Explores Agentic AI: Transforming Cloud Software Solutions for Enhanced Financial Services Efficiency

UniSuper is exploring the use of agentic AI to enhance its financial advisory services. The initiative, led by senior manager Matt Bright, utilizes Microsoft tools like Copilot Studio and Power Automate to automate note-taking during client meetings. This automation has saved the advisory team around 2000 hours per year, allowing them to hold more meetings. ...

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