The Client
A leading global provider of financial intelligence and analytical tools, the client supports decision-making for governments, institutions, and businesses worldwide. With a strong focus on innovation and digital transformation, the client has been actively integrating AI into core operations to improve efficiency and insight.
The Challenge
Our client needed to streamline internal workflows using AI-powered tools including chatbots, data management, business intelligence, coding assistants and to create MS Copilot agents and assistants. However, these skills are new to the market. Internal teams needed external support to accelerate the new AI Practice. Other options included external hiring, but traditional pipelines weren't yielding talent with the Gen AI and MS Copilot Studio technical depth required for this new emerging technology practice.
The Solution
Strategio deployed a high-performing team of technologists trained specifically on AI tools, MS Copilot Studio, software engineering, and enterprise financial services domain knowledge. These technologists brought more than just technical skills—they had the mindset and initiative to drive innovation within corporate systems.
Given that these AI skills are new to the market, Strategio used our Talent Creation as a Service model: strategic hiring followed by customized technical and professional training in the Enterprise Simulator, focused on the exact skills required by the client, generating brand-new, enterprise-ready AI Agent Developers.
Developing AI agents is one thing, but building these autonomous assistants in a way that follows strict governance in a complex and highly regulated financial services environment is the real challenge.
Just four months after deployment, Strategio's team is actively developing an enterprise AI platform to support internal employee services. The initial phase automates IT support queries, with future expansions planned for HR processes such as vacation requests, travel booking, and corporate card issuance.
The Outcomes
Created niche technical talent for an AI Agent Developer Practice with a custom curriculum, leveraging Talent Creation as a Service.
Accelerated mean time to production for AI Agents including enterprise-wide chatbots, data visualization dashboard tools and copilots.
Created enterprise governance and guidelines for other developers to create and manage AI agents and assistants.
Supported executive adoption and use of new enterprise AI tools, allowing busy executives to increase productivity.
Managed the full hiring, training, deployment and retention process, allowing the client to focus on their core business.


