AI Agents Case Studies

See how organizations are putting Microsoft Copilot and custom AI agents to work on real business processes not experiments. These early case studies reflect practical AI adoption led by 360 Visibility.

Filter by
Categories
Show all

Financial Services Firm
Financial Services Firm
Custom AI Agent for Case Management Automates Bulk Document Analysis, Saving 35+ Hours Daily

Clarity

img:is([sizes=auto i]){contain-intrinsic-size:3000px 1500px}.wp-block-button{--wp--preset--dimension--25:25%;--wp--preset--dimension--50:50%;--wp--preset--dimension--75:75%;--wp--preset--dimension--100:100%}:where(.is-layout-flex){gap:.5em}:where(.is-layout-grid){gap:.5em}body .is-layout-flex{display:flex}.is-layout-flex{flex-wrap:wrap;align-items:center}.is-layout-flex>:is(*, div){margin:0}body .is-layout-grid{display:grid}.is-layout-grid>:is(*, div){margin:0}:root :where(.wp-element-button, .wp-block-button__link){background-color:#32373c;border-width:0;color:#fff;font-family:inherit;font-size:inherit;font-style:inherit;font-weight:inherit;letter-spacing:inherit;line-height:inherit;padding-top:calc(.667em + 2px);padding-right:calc(1.333em + 2px);padding-bottom:calc(.667em + 2px);padding-left:calc(1.333em + 2px);text-decoration:none;text-transform:inherit}.has-black-color{color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-color{color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-color{color:var(--wp--preset--color--white) !important}.has-pale-pink-color{color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-color{color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-color{color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-color{color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-color{color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-color{color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-color{color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-color{color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-color{color:var(--wp--preset--color--vivid-purple) !important}.has-black-background-color{background-color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-background-color{background-color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-background-color{background-color:var(--wp--preset--color--white) !important}.has-pale-pink-background-color{background-color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-background-color{background-color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-background-color{background-color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-background-color{background-color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-background-color{background-color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-background-color{background-color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-background-color{background-color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-background-color{background-color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-background-color{background-color:var(--wp--preset--color--vivid-purple) !important}.has-black-border-color{border-color:var(--wp--preset--color--black) !important}.has-cyan-bluish-gray-border-color{border-color:var(--wp--preset--color--cyan-bluish-gray) !important}.has-white-border-color{border-color:var(--wp--preset--color--white) !important}.has-pale-pink-border-color{border-color:var(--wp--preset--color--pale-pink) !important}.has-vivid-red-border-color{border-color:var(--wp--preset--color--vivid-red) !important}.has-luminous-vivid-orange-border-color{border-color:var(--wp--preset--color--luminous-vivid-orange) !important}.has-luminous-vivid-amber-border-color{border-color:var(--wp--preset--color--luminous-vivid-amber) !important}.has-light-green-cyan-border-color{border-color:var(--wp--preset--color--light-green-cyan) !important}.has-vivid-green-cyan-border-color{border-color:var(--wp--preset--color--vivid-green-cyan) !important}.has-pale-cyan-blue-border-color{border-color:var(--wp--preset--color--pale-cyan-blue) !important}.has-vivid-cyan-blue-border-color{border-color:var(--wp--preset--color--vivid-cyan-blue) !important}.has-vivid-purple-border-color{border-color:var(--wp--preset--color--vivid-purple) !important}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background:var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background:var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background:var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important}.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background:var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important}.has-cool-to-warm-spectrum-gradient-background{background:var(--wp--preset--gradient--cool-to-warm-spectrum) !important}.has-blush-light-purple-gradient-background{background:var(--wp--preset--gradient--blush-light-purple) !important}.has-blush-bordeaux-gradient-background{background:var(--wp--preset--gradient--blush-bordeaux) !important}.has-luminous-dusk-gradient-background{background:var(--wp--preset--gradient--luminous-dusk) !important}.has-pale-ocean-gradient-background{background:var(--wp--preset--gradient--pale-ocean) !important}.has-electric-grass-gradient-background{background:var(--wp--preset--gradient--electric-grass) !important}.has-midnight-gradient-background{background:var(--wp--preset--gradient--midnight) !important}.has-small-font-size{font-size:var(--wp--preset--font-size--small) !important}.has-medium-font-size{font-size:var(--wp--preset--font-size--medium) !important}.has-large-font-size{font-size:var(--wp--preset--font-size--large) !important}.has-x-large-font-size{font-size:var(--wp--preset--font-size--x-large) !important}.mcb-section .mcb-wrap .mcb-item-8dd95c338 .mfn-header-menu>li.mfn-menu-li:hover>a.mfn-menu-link{color:#0579bc}.mcb-section .mcb-wrap .mcb-item-8dd95c338 .mfn-header-menu>li.mfn-menu-li.current-menu-item>a.mfn-menu-link,.mcb-section .mcb-wrap .mcb-item-8dd95c338 .mfn-header-menu>li.mfn-menu-li.current-menu-ancestor>a.mfn-menu-link,.mcb-section .mcb-wrap .mcb-item-8dd95c338 .mfn-header-menu>li.mfn-menu-li.current-product_cat-ancestor>a.mfn-menu-link{color:#0579bc}.mcb-section .mcb-wrap .mcb-item-8dd95c338 .mfn-header-menu li.mfn-menu-li ul.mfn-submenu li.mfn-menu-li a.mfn-menu-link:hover{color:#fff;background-color:#0579bc}.mcb-section .mcb-wrap .mcb-item-8dd95c338 .mfn-header-menu li.mfn-menu-li ul.mfn-submenu li.current-menu-item.mfn-menu-li>a.mfn-menu-link{color:#fff;background-color:#0579bc}.mcb-section .mcb-wrap .mcb-item-2dd7d5a97 .mfn-icon-box .icon-wrapper .header-cart-count,.mcb-section .mcb-wrap .mcb-item-2dd7d5a97 .mfn-icon-box .icon-wrapper .header-wishlist-count{right:-11px;bottom:initial}.mcb-section .mcb-wrap .mcb-item-2dd7d5a97 .mfn-live-search-box .mfn-live-search-heading{opacity:.6}.mcb-section .mcb-wrap .mcb-item-3aga8qc .mfn-header-tmpl-menu-sidebar .mfn-header-tmpl-menu-sidebar-wrapper{align-items:center}.mcb-section .mcb-wrap .mcb-item-3aga8qc .mfn-header-tmpl-menu-sidebar .mfn-close-icon{font-size:20px}html.copilot-mobile-messenger-active,html.copilot-mobile-messenger-active>body,html.copilot-modal-open{overflow:hidden !important}html.copilot-mobile-messenger-active,html.copilot-mobile-messenger-active>body{position:static !important;transform:none !important}html.copilot-mobile-messenger-active>body{height:0 !important;margin:0 !important}#copilot-container{pointer-events:none}.copilot-messenger-frame{pointer-events:auto;transition:opacity .3s cubic-bezier(.4,0,.2,1),transform .3s cubic-bezier(.4,0,.2,1)}.copilot-messenger-frame.copilot-visible{opacity:1;transform:scale(1) translateY(0)}.copilot-control-btn{cursor:pointer;transition:all .2s}.copilot-control-btn:hover{background:rgba(0,0,0,.6);transform:scale(1.05)}#copilot-webchat-canvas>div{height:100%;width:100%}.webchat__bubble__content{padding:5px 8px !important;border-radius:6px !important}.webchat__suggested-actions__button{font-size:.8em !important;font-weight:400 !important;padding:5px 8px !important;min-height:28px !important;min-width:60px !important;border-radius:6px !important}.webchat__send-box-text-box__input{margin-top:10px !important;margin-bottom:10px !important}.copilot-launcher-frame{pointer-events:auto}#copilot-chat-button{cursor:pointer;transition:transform .16s linear,box-shadow .16s linear}#copilot-chat-button:hover{transform:scale(1.1);box-shadow:0 2px 8px 0 rgba(0,0,0,.09),0 4px 40px 0 rgba(0,0,0,.24)}#copilot-chat-button:active{transform:scale(1.05);box-shadow:0 1px 6px 0 rgba(0,0,0,.06),0 2px 32px 0 rgba(0,0,0,.16)}#copilot-chat-button.copilot-open #copilot-button-icon-open{display:none}#copilot-chat-button.copilot-open #copilot-button-icon-minimize{display:block}@media (prefers-reduced-motion: reduce){.copilot-messenger-frame,#copilot-chat-button{transition:none}}.claire-tooltip{cursor:default}.claire-tooltip button{cursor:pointer}.claire-tooltip button:focus{outline:2px solid white;outline-offset:2px}.mfn-sidemenu-26425-active #Wrapper{transition:.5s;pointer-events:none}.mfn-sidemenu-26425-active body.mobile-side-slide{overflow-x:hidden}

AI Agents Case Studies

Financial Services Firm