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Financial Services IT Support: Plancorp Wealth Management
Financial firms rely on strong financial services IT support to stay secure, compliant, and efficient. When Plancorp explored using AI to improve productivity, ThrottleNet and their Microsoft partner, Sherweb, stepped in to introduce Copilot within their Microsoft 365 environment.
This case study highlights how a small pilot quickly demonstrated AI’s value, helping the firm streamline communication and work more efficiently.
Smart Moves: How ThrottleNet & Sherweb Helped Plancorp Put AI to Work
Anyone who spends their day buried in emails, meetings, and reports knows how easy it is to lose hours to repetitive work. Plancorp, a financial advisory firm, recognized this struggle and saw an opportunity to increase efficiency.
When Microsoft Copilot launched, the firm’s leadership wanted to explore how AI could simplify communication and streamline workflows without disrupting daily operations. Already partnered with ThrottleNet for IT, they started small by piloting 12 Copilot licenses to test its real-world value. The results were immediate, and soon, ThrottleNet and its’ Microsoft Cloud Partner, Sherweb, helped the firm expand to more than 70 active users across multiple departments.
Challenges & Considerations
Plancorp wasn’t reacting to a problem, they were preparing for the future. Their goal was to adopt AI thoughtfully, staying innovative while minimizing risk. They wanted to:
- Explore how Copilot could improve client communication and daily efficiency.
- Keep adoption secure and aligned with Microsoft 365 best practices.
- Rely on ThrottleNet/Sherweb’s integrated licensing and support to simplify management.
They also made a strategic decision to centralize all AI activity within Microsoft 365, ensuring data privacy, maintaining consistent governance, and reducing the risk of accidental data exposure. This approach allowed the firm to explore AI confidently within a secure, fully managed environment.
Solution & Impact
Working together, ThrottleNet and Sherweb helped Plancorp roll out Copilot seamlessly in just one day. Once licenses were provisioned, ThrottleNet guided department leads through configuration, training, and safe AI usage.
Key outcomes included:
- Different teams established feedback loops to share success stories.
- Outlook integration quickly became a favorite, cutting down email response time and improving message clarity.
- Marketing, compliance, and client service teams leveraged Copilot to summarize documents, refine content, and analyze data faster.
Even communications with vendors became more efficient. The firm’s dedicated ThrottleNet vCIO noted that team members often now refine questions to him through Copilot before sending them, while he uses it to summarize his replies, creating a faster, smarter exchange of ideas.
What It All Means
Plancorp’s story shows that adopting AI isn’t just for tech companies, but it’s also for any business that wants to work smarter. With ThrottleNet’s strategic IT leadership and Sherweb’s streamlined Microsoft integration, the firm was able to:
- Scale Copilot securely across their workforce.
- Improve efficiency and collaboration without disrupting operations.
- Establish a foundation for continuous innovation within Microsoft’s trusted ecosystem.
WE CAN DO THE SAME FOR YOU.
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