Our Valued Clients
Why AI Copilots for FSI?
Regulatory Compliance
60%
Reduction in compliance processing time through automated AML, KYC, and regulatory reporting
Fraud
Detection
Fraud Detection
85%
Improvement in fraud detection accuracy with real-time AI-powered anomaly detection
Customer Experience
40%
Increase in customer satisfaction through personalized banking experiences and faster service
Risk Management
50%
Faster stress testing and scenario analysis for better risk decision making
AI Maturity Roadmap By Click2Cloud For FSI
Progressive journey from AI exploration to enterprise-scale AI transformation
AI Center of Excellence Functions
AI Strategy
AI Governance
AI Security
AI Platform & Agentic AI
AI Readiness & Skilling
AI Adoption
Foundation (0-3 months)
- AI strategy development
- Governance framework setup
- Infrastructure preparation
- Team formation and training
- Quick win identification
Pilot (3-6 months)
- First AI use cases deployment
- Proof-of-concept validation
- Skills development programs
- Process optimization
- Success metrics establishment
Scale (6-12 months)
- Multi-department AI adoption
- Production-scale deployments
- Automated MLOps pipelines
- Advanced analytics capabilities
- ROI demonstration
Transform (12+ months)
- Enterprise-wide AI culture
- Autonomous AI operations
- Innovation ecosystem
- Competitive differentiation
- Continuous optimization
Solution Architecture Library
Compliance Copilot
AML • KYC • Basel III • IFRS • Regulatory
Reporting
Key Personas
Chief Compliance Officer
Strategic oversight & regulatory reporting
AML/KYC Analysts
Daily case investigation & review
Risk Managers
Risk assessment & monitoring
Regulatory Affairs
Compliance reporting & submissions
Solution Architecture Flow
Data Sources
Core Banking, SWIFT, Watchlists, Policy Documents
Ingestion
Azure Data Factory, Event Hubs
Storage & Governance
ADLS Gen2, Synapse, Purview, Key Vault
AI/ML Pipelines
Azure ML, OpenAI, Cognitive Search
Copilot Interface
Teams, Power Apps, Power BI
Business Value
Automated Compliance, Faster Reporting
ACR Growth Impact
$150K - $300K
Continuous data ingestion, ML training/inference,
Synapse analytics workloads
License Pull-Through
$100K - $200K
Microsoft Purview, Sentinel, Power BI Premium,
Microsoft Fabric
Time to Deploy
8-12 Weeks
Standardized regulatory frameworks enable rapid
template deployment
Microsoft BOM (Bill of Materials)
Compute & Storage:
- Azure Data Factory (Premium)
- Event Hubs (Standard Tier)
- ADLS Gen2 (Hot + Cool storage)
- Synapse Analytics (DW400c)
- Azure ML (Standard_DS3_v2)
AI & Analytics:
- Azure OpenAI Service (GPT-4)
- Cognitive Search (Standard S1)
- Power BI Premium Per User
- Microsoft Fabric (F64 capacity)
Governance & Security:
- Microsoft Purview (Pay-as-you-go)
- Azure Key Vault (Premium)
- Microsoft Sentinel (100 GB/day)
- Teams Premium licenses
60%
Reduction in manual case review time through AI-powered
risk scoring
99%
Accuracy in automated regulatory report generation
24/7
Real-time compliance monitoring across all transactions
$2M+
Annual savings from compliance automation and efficiency
Fraud Detection Copilot
Real-Time Anomaly Detection • Transaction
Monitoring • Case Investigation
Key Personas
Fraud Analysts
Real-time alert investigation & case management
Security Operations Center
24/7 monitoring & incident response
Transaction Monitoring Team
Pattern analysis & rule optimization
Fraud Prevention Manager
Strategy & performance oversight
Solution Architecture Flow
Data Sources
Payments, Cards, ATM, Digital Banking Sessions
Real-time Ingestion
Event Hubs, Stream Analytics
Storage
Cosmos DB, ADLS Gen2
AI/ML Pipelines
Azure ML, Cognitive Services, AKS
Copilot Interface
Teams, Case Management, Fabric
Business Value
Real-time Alerts, Reduced Losses
ACR Growth Impact
$200K - $400K
Always-on event processing, GPU/ML inference,
real-time scoring workloads
License Pull-Through
$100K - $250K
M365 Copilot, Power BI Premium, Microsoft Defender,
Teams Premium
Time to Deploy
8-10 Weeks
Well-defined fraud signals enable rapid model
development
Microsoft BOM (Bill of Materials)
Real-time Processing:
- Event Hubs (Dedicated Tier)
- Stream Analytics (6 SU units)
- Cosmos DB (1000 RU/s)
- ADLS Gen2 (Hot storage)
- Azure Functions (Premium Plan)
AI & ML Services:
- Azure ML (GPU-enabled compute)
- Cognitive Services (Multi-service)
- AKS (Standard D4s v3 nodes)
- Container Registry (Premium)
Collaboration & Analytics:
- Teams Premium licenses
- Power BI Premium capacity
- Microsoft Fabric (F64)
- Microsoft Defender for Cloud
85%
Improvement in fraud detection accuracy with AI models
100ms
Real-time transaction scoring and decision making
40%
Reduction in false positives through advanced ML
$10M+
Annual fraud loss prevention through early detection
Customer 360 Copilot
Retail Banking • Corporate Banking • Relationship
Management • Personalization
Key Personas
Relationship Managers
Customer meetings & advisory services
Sales Teams
Product recommendations & cross-selling
Customer Service Reps
Customer support & issue resolution
Branch Managers
Local customer relationship oversight
Solution Architecture Flow
Data Sources
CRM, Core Banking, Digital Channels, External Data
Ingestion
ADF Pipelines, Event Hubs
Storage & Governance
ADLS Gen2, Cosmos DB, Purview
AI/ML Pipelines
Azure ML, OpenAI, Synapse ML
Copilot Interface
Dynamics 365, Power BI
Business Value
Personalized Banking, Next-Best-Action
ACR Growth Impact
$250K - $500K
Large data lake operations, ML workloads, API
integrations, real-time analytics
License Pull-Through
$200K - $400K
Dynamics 365 Copilot, Power BI Premium, Microsoft
Graph, Viva Sales
Time to Deploy
10-14 Weeks
Existing CRM and banking data enables rapid
customer profile aggregation
Microsoft BOM (Bill of Materials)
Data Platform:
- Azure Data Factory (Premium)
- Event Hubs (Standard Tier)
- ADLS Gen2 (10TB Hot storage)
- Cosmos DB (Graph API, 2000 RU/s)
- Microsoft Purview (Data Map)
AI & ML Platform:
- Azure ML (Standard_D4s_v3)
- Azure OpenAI Service (GPT-4 + Embeddings)
- Synapse ML pipelines
- Microsoft Graph API
Business Applications:
- Dynamics 365 Sales (Premium)
- Microsoft Copilot for Sales
- Power BI Premium Per User
- Viva Sales licenses
35%
Increase in cross-sell conversion through AI
recommendations
3 Hours
Daily time savings for relationship managers on research
40%
Improvement in offer conversion through personalization
$5M+
Annual revenue increase from better customer insights
Risk Management Copilot
Stress Testing • Scenario Simulation • Basel III
• IFRS9 • Credit Risk
Key Personas
Chief Risk Officer
Enterprise risk strategy & oversight
Risk Analysts
Model development & stress testing
Treasury Team
Capital planning & liquidity management
Finance Controllers
Financial reporting & regulatory submissions
Solution Architecture Flow
Data Sources
Treasury, Finance Marts, Regulatory Data, Market Feeds
Ingestion
ADF Batch, Event Hubs
Storage
ADLS Gen2, Synapse Pools
AI/ML Pipelines
Azure ML, HPC Clusters, OpenAI
Copilot Interface
Power BI Premium, Risk Dashboards
Business Value
Faster Testing, Compliance Ready
ACR Growth Impact
$150K - $250K
HPC compute clusters, Synapse analytics, ML model
training and inference
License Pull-Through
$50K - $100K
Power BI Premium, Microsoft Sentinel, Advanced
Analytics licenses
Time to Deploy
12-16 Weeks
Standardized IFRS9/Basel models enable
template-based implementation
Microsoft BOM (Bill of Materials)
Data & Analytics:
- Azure Data Factory (Premium)
- Event Hubs (Standard Tier)
- ADLS Gen2 (5TB Hot storage)
- Synapse Analytics (DW500c)
- Synapse Spark pools (Medium)
Compute & AI:
- Azure ML (HPC clusters)
- Azure Batch (Dedicated nodes)
- Azure OpenAI Service (GPT-4)
- Azure Functions (Premium)
Reporting & Security:
- Power BI Premium capacity
- Microsoft Sentinel (50 GB/day)
- Azure Key Vault (Premium)
- Advanced Analytics licenses
50%
Faster stress testing and scenario analysis execution
100%
Automated Basel III and IFRS9 compliance reporting
Real-time
Risk metrics and alerts for C-suite decision making
$3M+
Annual savings from risk process automation
Contact
For more information, please contact us at
global.partnership@click2cloud.com contact@click2cloud.net
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