Catalog record · Lending & Credit
Stage as of Jan 28, 2026 · historical report, not live reconfirmation.
Commercial-banking and policy-retrieval employee agents
Vendor workflow source. A reviewed supplier account names the customer and workflow. Supplier attribution and deployment claims are not independent outcome validation.
Last researched Oct 29, 2026. Source access and reported stage are recorded below; deployment evidence does not establish ROI.
What the research supports
First West used Copilot Studio for policy retrieval and custom commercial-banking agents. The customer story links agents to staff risk assessment/adjudication support and describes Copilot-assisted mortgage comparisons and member follow-up preparation.
- Reported stage
- Production
- Technology
- GenAI/LLM
- Business function
- Not assessed
- Impact (legacy label)
- Not labeled
- Catalog date · unconfirmed
- Not reported
- Imported
- Oct 29, 2026
- Last researched
- Oct 29, 2026
Measures & evidence
No quantified measure recorded. This is a gap in the evidence, not a finding of no value.
Documented vendor relationships
No vendor relationship has been linked to this specific workflow in the curated overlay. This does not mean it was built without vendors.
See the company’s documented relationshipsDeployment evidence & limits
In use as reported 2026-01-28; exact launch date not given Status as of 2026-01-28.
Stage is as reported in the cited evidence. Current operating status has not been independently reconfirmed; the research date is an editorial review date.
The annual-report PDF timed out; it cannot independently establish the later agent rollout. The vendor story's effectiveness claims are not audited outcomes. Do not infer autonomous credit decisions or current scale from the reported employee-assistance workflow. Do not infer autonomous credit decisions or current scale from the reported employee-assistance workflow.
Potential FS application · inferred
Commercial-banking and policy-retrieval employee agents
Original industry: . Transfer limits: Do not infer autonomous credit decisions or current scale from the reported employee-assistance workflow.
Source register
- First West Credit Union accelerates service with Microsoft Copilot and AI agentsmicrosoft.com · opens in a new tab
Microsoft · vendor-case · full-text · Published 2026-01-28
- First West Credit Union 2024 Annual Report - Management's Discussion and Analysisassets.firstwestcu.ca · opens in a new tab
First West Credit Union · issuer · indexed-primary · Publication date not recorded
Research lanes: north_america_regional · Batch global-discovery-2026-10-29. Coverage and remaining gaps