Shriram Finance
less than 3–4 hours — Onboarding Turn-Around-Time (TAT)
Independently reportedBanking & finance · Process automation · Classical ML · In production
Process automation
IMA Financial Group · Wyecliff
Vendor-reportedInsuranceScaledLLM
Vendor-reported. The customer is named and the numbers are quoted from the source page, but the account comes from the vendor. No independent confirmation.
Reported by wyecliff.ai (vendor self-report). Checked against the source page on 2026-09-05. 0 of 13 figures below appear on that page word for word; the rest are marked.
The problem
Adoption of Copilot had stalled even though producers already had Microsoft 365 and Copilot licenses, because they didn't have time to learn a new tool while focused on clients; producers who did engage needed a strong AI foundation and working tools to effectively use Copilot in their day-to-day tasks.
What was deployed
- Vendor
- Wyecliff
- Products
- Microsoft 365, Microsoft Copilot, Outlook, Excel, PowerPoint, Teams, SharePoint, OneDrive
- Technique
- LLM
- Build or buy
- Bought off the shelf
- Deployment
- SaaS
- Data used
- internal email, Teams, meeting recordings, client book, files
- Scale
- 500+ retail producers (training series/summit) plus roughly 2,500 service staff across Employee Benefits and P&C
What changed
Each row is quoted from the source. Figures we could not find on the page in those words are marked — they are kept, not deleted, so you can judge them.
500+Producers trainedacross the series
“We raised the bar on AI knowledge and use across a group of 500+ producers... [stat block label:] Producers trained across the series”
Not found on the source page in these words
4.6Average producer ratingacross the full group
“We surveyed the full producer group, and the results averaged 4.6 out of 5. [stat block label:] Average producer rating across the full group”
Not found on the source page in these words
under 2 minutesTime for morning briefing prepfrom 30-45 minutes
“Morning briefing prep dropped from 30-45 minutes to under 2 minutes. [stat block label:] On morning briefings (45 minutes down to under 2)”
Not found on the source page in these words
under 10 minutesTime for prospect research per batchfrom hours
“Prospect research went from hours per batch to under 10 minutes.”
Not found on the source page in these words
45+AI use cases identified and prioritized
“We cataloged and prioritized 45+ use cases across their workflows. [stat block label:] AI use cases identified and prioritized”
Not found on the source page in these words
500+Producers reached in live summit demos
“over 500 producers in the audience immediately saw the value that Copilot brought and wanted to learn more. [stat block label:] Producers reached in live summit demos”
Not found on the source page in these words
12-15Producers served per coaching-cohort waveover roughly eight weeks
“three to four sessions each serving 12-15 producers over roughly eight weeks”
Not found on the source page in these words
five or sixProducers per small coaching group
“We run the cohort as a concurrent, one-on-one coaching track for small groups of about five or six producers at a time”
Not found on the source page in these words
roughly 2,500 peopleService staff reached (Employee Benefits and P&C)
“its service operation, the Employee Benefits and P&C teams, was ready for a program of its own, covering roughly 2,500 people.”
Not found on the source page in these words
2,000+Service staff with Copilot Chat license
“About 2,000+ people had Copilot Chat, and about 700+ had the full Microsoft 365 Copilot”
Not found on the source page in these words
700+Service staff with full Microsoft 365 Copilot license
“About 2,000+ people had Copilot Chat, and about 700+ had the full Microsoft 365 Copilot”
Not found on the source page in these words
well over a thousandWeekly Town Hall live attendanceweekly
“Both ran as weekly one-hour Town Halls, drawing well over a thousand live attendees”
Not found on the source page in these words
2Six-week license-tier-specific courses delivered
“We designed and delivered two independent six-week courses, one for each license tier”
Not found on the source page in these words
one of the best rollouts and trainingsInternal leadership validation
“IMA's own IT leadership called it one of the best rollouts and trainings they had seen at the company.”
Not found on the source page in these words
Difficulties and limits
- The challenge was scale and fit. A workforce that large does not share one starting line, and not everyone had the same Copilot.
- It was also a moving target. Microsoft changed what the Chat tier could do partway through our design.
- Producers knew Copilot access was there, but adoption had stalled because they didn't have time to learn a new tool while staying focused on their clients and day-to-day responsibilities.
- When a use case is beyond what Copilot can currently handle, we document it with the context and what it would take to implement, build, or create it, then bring it to leadership so they can see the next areas to grow into.
Sources
- wyecliff.ai — vendor self-report
- wyecliff.ai — vendor self-report
- wyecliff.ai — vendor self-report
- wyecliff.ai — vendor self-report
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