Financial Services | AI Workshop
Customer success story
Franklin Madison integrates Microsoft Co-Pilot to automate contract processing
Franklin Madison scaled employee efficiency through AI adoption
Automating high-impact contract processing workflows, Franklin Madison reclaimed hundreds of hours.
Franklin Madison condensed months of planning into a three-day roadmap. Integrating Microsoft Copilot automated manual contract processing shifting employees from data entry to strategic risk review, reclaiming hundreds of hours. This transition ensures true consistency across client communications while prioritizing high-level judgment over tedious administrative tasks.
We were looking to implement an AI-forward strategy. The workshop helped the team understand what AI is and how we can use it in real world scenarios. The workshop helped mold the path for more strategic opportunities in the future and was the key first step for our AI roadmap.
Jed Taylor
Senior Director, Digital & Client Strategy, Franklin Madison
3
Day strategy session
30+
Copilot power users
100%
Copilot licenses maximized
Define your high-impact AI use cases in just three days.
Franklin Madison faced a pressing need to accelerate crucial contract and due diligence processes without compromising accuracy.
They turned to Pythian to design high-value AI agents and implement Microsoft Copilot, shifting the team from tedious manual compilation to strategic risk review.
Navigating the complexity of AI adoption
Franklin Madison understood the opportunity to utilize AI but felt overwhelmed by where to start and how to mitigate associated risks.
Overcoming manual process delays
The risk management team spent disproportionate time on repetitive tasks, drawing focus away from strategic analysis and delaying contract turnaround.
Defining safe versus unsafe AI
The organization required a strict policy to distinguish between secure enterprise tenants and public LLMs to protect sensitive financial data.
Solving the problem of siloed strategies
Franklin Madison needed a structured framework to move from experimental AI use to a cohesive, value-driven strategy across the enterprise.
AI agents follow a consistent contract review cycle.
Pythian created a Copilot knowledge agent trained exclusively on approved corporate policies. This agent provides sourced, highly consistent answers to client questions, eliminating the manual search through hundreds of historical documents.
By shifting from reactive to proactive risk triage, we eliminated operational bottlenecks and ensured the continuous neutralization of critical vulnerabilities.
To mitigate third-party risk at scale, we’ve deployed an agent that subjects vendor disclosures to rigorous, automated stress-testing. This solution replaces slow manual reviews with algorithmic risk mapping, ensuring that critical non-compliance is identified and escalated via automated follow-ups before the vendor is even onboarded.
Streamlined document creation minimized legal friction, accelerated contracting, and reduced administrative overhead.
Pythian developed a systematic workflow for an NDA drafting agent. By using existing templates and programmatically collecting variables, the team can now generate new contracts with significantly less administrative effort.
Protected institutional integrity and regulatory standing by mitigating hallucination risks and ensuring all AI insights are grounded in verifiable data.
Pythian refined initial agent prompts to ensure strict reliance on specified internal sources. This training empowered the corporate risk management teams to get more value out of Copilot while maintaining high accuracy.
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