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

Top-tier Global Financial Institution scales AI governance with Perficient for 2,000+ builders

A top-tier global financial institution faced the challenge of scaling its AI adoption, with over 150 use cases identified, without the necessary governance to manage risks like data loss and security in its regulated environment. Partnering with Perficient and Microsoft, the bank needed to establish guardrails for its ambitious plan to onboard dozens of new Copilot Studio agents monthly before moving forward.

Perficient implemented a foundational governance strategy featuring centralized policies for security and compliance, which enabled decentralized, rapid delivery by business teams. The solution included an agent intake process, deployment automation, and extensive builder training. This allowed the institution to onboard over 2,000 builders, with three agents live in production, twelve in governance review, and a scalable pipeline to enable 100 new governed Copilot agents per month.