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Financial Services IT Support: Plancorp Wealth Management
Staying secure, compliant, and efficient takes solid IT support — something financial firms can’t afford to compromise on. When Plancorp began looking into AI as a way to boost productivity, ThrottleNet stepped in alongside Microsoft partner Sherweb to bring Copilot into their existing Microsoft 365 setup.
This case study shows how a modest pilot program was enough to prove AI’s real value, helping the firm communicate more effectively and get more done.
Smart Moves: How ThrottleNet & Sherweb Helped Plancorp Put AI to Work
If your day is spent buried in emails, back-to-back meetings, and endless reports, you know exactly how quickly those hours slip away to repetitive tasks. Plancorp, a financial advisory firm, saw that struggle firsthand — and recognized a real opportunity to work smarter.
When Microsoft Copilot first launched, Plancorp’s leadership team wanted to see whether AI could ease communication and simplify workflows without throwing a wrench into daily operations. As an existing ThrottleNet client, they started cautiously, piloting the tool with just 12 Copilot licenses to gauge its real-world impact. The payoff came fast — and before long, ThrottleNet, working alongside Microsoft Cloud Partner Sherweb, helped scale the rollout to more than 70 active users spanning multiple departments.
Challenges & Considerations
This wasn’t a case of Plancorp scrambling to fix a problem — they were getting ahead of the curve. The goal was deliberate, thoughtful AI adoption: staying on the cutting edge while keeping risk in check. Specifically, they set out to:
- See how Copilot could sharpen client communication and boost everyday efficiency
- Ensure adoption stayed secure and consistent with Microsoft 365 best practices
- Lean on ThrottleNet and Sherweb’s combined licensing and support to keep management simple
They also made a deliberate call to keep all AI activity contained within Microsoft 365 — a move that protected data privacy, kept governance consistent, and minimized the chances of accidental data exposure. It gave the firm room to explore what AI could do, all within an environment that was secure and fully managed from the start.
Solution & Impact
Teaming up, ThrottleNet and Sherweb got Copilot up and running for Plancorp in a single day – a seamless rollout from start to finish. Once the licenses were provisioned, ThrottleNet took the lead on walking department heads through setup, training, and best practices for using AI safely.
Key outcomes included:
- Across departments, teams set up ways to share what was working.
- The Outlook integration turned into an instant favorite, shrinking email response times and making messages clearer.
- Teams in marketing, compliance, and client service began relying on Copilot to summarize documents, polish content, and get through data analysis faster.
The efficiency gains even extended to vendor communications. According to the firm’s dedicated ThrottleNet vCIO, team members now frequently use Copilot to sharpen their questions before sending them his way — and he does the same, using it to tighten up his responses, making the whole back-and-forth faster and smarter.
What It All Means
Plancorp’s experience proves AI adoption isn’t reserved for tech companies — it’s for any business ready to work smarter. Thanks to ThrottleNet’s strategic IT guidance and Sherweb’s smooth Microsoft integration, the firm was able to:
- Roll out Copilot securely across the entire workforce
- Boost efficiency and teamwork without missing a beat in daily operations
- Lay the groundwork for ongoing innovation, all within Microsoft’s trusted ecosystem
WE CAN DO THE SAME FOR YOU.
Contact ThrottleNet Today!
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