Case Study: How a Financial Institution Gained Visibility and Control through a Clarity AI Copilot Agent
Ignite Technology helped a global financial institution reduce internal consulting requests by 10% by deploying a Clarity AI Copilot Agent.
Built securely and integrated with existing enterprise systems, the solution gave finance and PMO teams faster access to trusted answers, without compromising governance or compliance.
Who this case study is for
• Finance leaders responsible for governance, compliance, and operational efficiency.
• PMO and portfolio leaders using Broadcom Clarity.
• Enterprise leaders looking to apply AI safely within regulated environments.
• Organisations struggling with high volumes of internal support and consulting requests.
About our client
Our client is a leading financial institution in the Middle East, with an international network spanning five continents, offering an extensive range of tailor-made financial solutions, products and services.
The Challenge: Lack of visibility in a complex finance environment
Our client faced operational challenges stemming from a complex technology landscape which made it difficult for employees to efficiently utilise its key project and portfolio management platform, Broadcom Clarity.
Following a consultation with Ignite Technology, gaps were identified highlighting where available resources were no longer effectively bridging the knowledge divide.
A dynamic and interactive solution was required to handle the high volume of consulting requests, however, this solution was required to use specific platforms approved within the regulatory guidelines.
Ignite Technology worked with leadership and platform owners at our client to configure an AI Agent solution to respond to these challenges and build an innovative and scalable solution.
Our client faced the following challenges:
- Disparate Systems: Technical environment was composed of disconnected systems, which hindered streamlined processes and required key integrations.
- Governance & Compliance: Available solutions had to be within regulatory guidelines.
- Key Knowledge Gap: Users were not utilising the Clarity platform efficiently due to complex processes and a preference for human interaction over static documentation, leading to incorrect incident management, governance, and service requests.
- High Consulting Volume: Significant number of requests were directed to consulting and support teams when users to find answers to their questions through self-service method.
The Solution: Clarity AI Copilot Agent built for regulated finance
Ignite Technology leveraged its Broadcom Expert Advantage Partner status and expertise across Clarity to assist in delivering an AI Agent, including:
- Broadcom Clarity AI Copilot Agent: Specialised AI Agent, built within M365 Copilot, enabling an autonomous agent designed to power an interactive, and conversational experience.
- Leveraging Existing Infrastructure: Fully utilising existing and authorised platforms including Jira, ServiceNow, and Confluence, to build the solution.
- Company-Wide Deployment: Made available to all users, providing a centralised and easily accessible point of contact for Clarity-related queries.
Why did our client choose Ignite Technology?
Our client worked with Ignite Technology on the basis of proven expertise across Broadcom Clarity and a track record of working with complex organisations where the business change is as important as the technical one.
Ignite’s role was not to update software, it was to understand how our clients Broadcom Clarity platform was actually run, identify where the capacity burden was highest, and configure a solution that reflected the way the organisation worked, rather than asking the organisation to change to fit the tool.
Ignite Technology’s expertise has laid the groundwork for a bigger, more responsive support experience. I look forward to continuing to build on this momentum and explore new ways to integrate new solutions into our services.
Platform Owner | Our Valued Client
The Outcomes: Faster answers, lower demand, stronger control
By building a strong, trust-based relationship, Ignite Technology has positioned ourselves as a vital partner in our client’s strategic journey.
Key benefits realised include:
- Reduced consulting load with a reduction of internal consulting requests of 10% immediately following its launch.
- Fully integrates with key business solutions and complies with regulatory guidelines, reflecting the long-term strategic objectives of the business.
- Improved employee efficiency by offering 24/7 self-service, reducing downtime and increasing productivity.
- Personalised user experience where the conversational nature of the AI agent provides a more engaging and user-friendly experience, leading to higher adoption rates and satisfaction.
- Speedy resolution and enhanced FAQs with the AI Agent helping users to solve issues without the requirement of ticketing, leading to a more accurate view on dashboard reporting.
About Ignite Technology
Ignite Technology helps the people who run enterprises get the visibility and control they need, by making their automation, AI, and project technology work together.
Working across Broadcom Clarity, Automic workload automation, Planview portfolio management, and AI advisory services, Ignite operates above the product conversation: connecting technology to the outcomes that matter to the organisations they serve. Ignite is a Broadcom Expert Advantage and preferred Planview partner, serving enterprise customers across the UK, Europe, and the Middle East.
FAQs
A Clarity AI Copilot Agent is a specialised AI assistant built within Microsoft 365 Copilot that provides users with conversational, real‑time answers to Broadcom Clarity questions using approved enterprise data sources.
AI Copilot helps teams by reducing reliance on manual support, accelerating access to accurate answers, and improving governance through controlled, policy‑compliant AI interactions within existing enterprise systems.
Yes. In this case, the AI Copilot Agent was deployed only within approved platforms such as Microsoft 365, Jira, ServiceNow, and Confluence, ensuring compliance with the organisation’s regulatory and governance requirements.
The organisation achieved an immediate 10% reduction in internal consulting requests, faster resolution of finance and PMO queries, and improved visibility and control across Clarity usage.
Ignite Technology focuses on making automation, AI, and project technology work together, helping enterprise leaders gain visibility and control while delivering practical, scalable, and compliant AI solutions.