Copilot Implementation Assessment at Financial Services Institution
FTI Technology Led Assessment and Testing for an Enterprise-Wide Generative AI Implementation
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September 02, 2025
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Seeking to deploy Microsoft Copilot to leverage artificial intelligence for improved employee efficiency and experience, a large financial services institution engaged FTI Technology to conduct a robust governance assessment.
Our Impact
- FTI Technology’s assessment and technical testing helped the client develop a strategy for using the tool in a way in that matched its risk appetite for implementing an enterprise-wide generative AI tool.
- A comprehensive governance framework for Copilot use was implemented, and the client established an ongoing risk management workflow for testing future Copilot functionality, as well as other AI tools.
- The client received documentation and reporting to support its approach to AI and demonstrate that the technology is being used in an informed and balanced manner.
Our Role
- FTI Technology developed a workflow and customized testing plan to deliver a thorough examination of Copilot within an accelerated timeline and ensured ongoing AI governance could be incorporated into the broader information risk management framework.
- The assessment spanned every aspect of Copilot within the organization’s environment, from end-user impacts to administrative considerations and functionality, allowing the client to clearly understand the tool’s business value, legal and regulatory risks, as well as strategies to mitigate potential issues.
- Our experts identified specific risk issues and variances between different Microsoft 365 applications, including the extent of data Copilot can access within each application, allowing the client to customize governance controls to prevent sensitive or protected information from access by unauthorized users.
- FTI Technology’s deep understanding of Microsoft 365 and the client’s governance needs served as a foundation to productively collaborate with Microsoft representatives to resolve and mitigate key risks.
Published
September 02, 2025
Key Contacts
Senior Director
Senior Director
Senior Director