WORK / FINANCIAL SERVICES / CONSULTING
Instant Sales Brief Generator
KPMG: Azure Cognitive Search and Power Platform pull CRM, news and 10-K data into a brief in under five minutes, with risk flags and talk-track suggestions. A low-code console lets the business tune the prompts itself.
Metric: 89,000 staff-hours saved monthly ยท global pursuit teams. Timeframe: 3-month rollout.
We implemented Azure Cognitive Search integrated with Power Platform to automatically pull data from CRM, news sources, 10-K filings, and internal systems. Dynamic prompt engineering generates comprehensive briefs in under 5 minutes with automatic risk flagging and talk-track suggestions. A low-code admin console lets business users continuously refine prompts without technical help.