Investec yields high productivity returns with Microsoft Copilot for Sales
Investec
Josh Boddington
Money Market Dealer
B2B Case Studies Featuring Investec as the Customer
Explore case studies featuring Investec as the customer — learn how vendors and partners helped Investec solve real business challenges.
Case Studies
Showing 34 Success Stories about Software and Services used by Investec
Investec optimizes sales calls with conversation intelligence in Dynamics 365 Sales
Investec
Jody Teren
Group Engagement Lead for the AI Data Team
Investec optimizes sales calls with conversation intelligence in Dynamics 365 Sales
Investec
Lee O’Brien
Group Chief Artificial Intelligence Officer
Global private bank reduces risk and increases agility, with automation from Leapwork
Investec
David Pound
Head of Lending Technology
Investec sharpens its customer focus with Microsoft Viva Insights
Investec
Jody Teren
Group Engagement Lead for the AI Data Team
Investec - Customer Case Study
Helping Investec maximise impact of Derby Sponsorship
Investec achieves control and confidence in financial reporting with Workiva
Investec
Sheree Schroeder
Risk Reporting Analyst
How Investec personalise leadership development at scale
Investec
Lior Chuvali
Leadership Learning Experience Manager
Investec - Customer Case Study
Investec accelerates secure open banking innovation with Cloudflare
Investec achieves greater control and confidence in financial reporting with Workiva
Investec improves trading infrastructure administration and audit compliance with meshIQ AutoPilot
Investec improves data quality and self-service access with OrbusInfinity from Orbus Software
Investec digitizes vehicle finance agreements with OneSpan
Investec achieves secure global authentication with Entersekt
Investec drives award-winning digital sponsorship experiences with Athlon
Investec - Customer Case Study
Investec achieves global secure mobile authentication with Entersekt
Investec
Lyndon Subroyen
Global Head of Digital Channels
Investec achieves streamlined client onboarding and improved compliance with AppWay
Investec
Stephen Brooks
Head of Client Services
Investec achieves faster, compliant digital asset finance with OneSpan Agreement Automation
Investec
Peter Orton
Commercial Director AFG Automotive
Investec achieves high availability, end-to-end transaction tracking and audit compliance with meshIQ
Investec
Jason Ho
Infrastructure Manager
Investec - Customer Case Study
Investec Extending a global icon into new digital territories
Investec - Customer Case Study
Investec - Customer Case Study
Investec achieves 4‑week time-to-market for Currency Access Account with Avoka Transact
Investec - Customer Case Study
Atlas worked with Investec Asset Management to develop a bespoke platform to consolidate and report on their wealth of fund data
Investec
Shelley Mussett
Business Analyst
Investec - Customer Case Study
Investec
Shivani Parmar
Global Head of User Experience and Analytics
Investec - Customer Case Study
Investec - Customer Case Study
Investec boosts audience engagement and data capture with Glisser
Investec
Jamie Tolentino
Digital Marketing
Various - Drop-Kick VR
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