45,000 users
Global Investment Bank: Microsoft Copilot Deployment
How a 45,000-user global investment bank deployed Microsoft 365 Copilot with Chinese Wall compliance, zero SEC violations, and 89% faster document review. Full case study.
89% Faster
Document Review Speed
Zero
Compliance Violations
52% Increase
Analyst Productivity
100%
Audit Readiness
Client Overview
Industry
Financial Services
Company Size
45,000 employees across 30 global offices
Location
Global (headquarters in New York)
Timeline
9-month enterprise rollout
Products & Technologies
The Challenge
Chinese Wall compliance requirements made standard Microsoft Copilot deployment impossible. Information barriers were needed between advisory, trading, and research divisions. SEC and FINRA audit trail requirements added complexity to every AI interaction.
The Solution
Designed a custom information barrier architecture using Microsoft Purview and Graph API permissions. Implemented segment-level Copilot policies that enforce Chinese Wall separation. Built automated audit logging for all Copilot interactions with 7-year retention for regulatory compliance.
Key Results
89% Faster
Document Review Speed
Zero
Compliance Violations
52% Increase
Analyst Productivity
100%
Audit Readiness
“No other consulting firm understood the intersection of Chinese Wall compliance and AI deployment. Copilot Consulting built an architecture that satisfies our SEC obligations while delivering transformative productivity gains.”
Global Head of Technology, Investment Banking Division
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