Case Study: a top-tier global financial institution achieves governed AI scale with Perficient Digital and Microsoft

Top-tier Global Financial Institution scales governed AI with Perficient Digital, training 800+ builders

A top-tier global financial institution aimed to scale its AI ambitions, having identified over 75 use cases for Copilot Studio agents, but lacked the necessary governance and security guardrails to deploy them safely within its regulated environment. Partnering with Perficient and Microsoft, the bank needed to mitigate risks like data loss and opaque AI decisions before onboarding dozens of new agents monthly.

Perficient implemented a centralized governance foundation with decentralized delivery, creating policies, an agent intake process, and deployment automation. This included a quarantine application and extensive builder training. The solution enabled the secure launch of production agents, with over 800 developers trained and a pipeline of 75+ governed use cases, transforming AI adoption into a repeatable, scalable enterprise capability.