L&G’s partnership with Microsoft is revolutionizing customer care by unifying systems through AI-powered Dynamics 365 Contact Centre. This seamless platform enhances employee efficiency, delivers personalized experiences, and leverages AI insights to drive continuous service improvement while maintaining top-tier data security.

How L&G is Transforming Customer Care with AI
Customer service in financial services is evolving fast. L&G, a UK financial giant, is leading this change. They’ve partnered with Microsoft to unify their customer service technology. The goal? Create a single “pane of glass” for their 2,800 colleagues to view customer data in real time. This innovation simplifies workflows and enhances the customer experience for over 12 million clients. By integrating Microsoft Dynamics 365 Contact Centre, L&G offers employees a holistic view of each customer’s relationship. This eliminates the need to toggle between multiple legacy systems. Craig Brown, L&G’s Chief Operating Officer, explains,“Our approach to AI is always human-centred and governed.”This shows the company’s commitment to balancing technology with empathy.
Key Benefits of AI-Powered Customer Service
The new platform reduces complexity and boosts efficiency. Employees no longer waste time cutting and pasting across systems. Instead, they focus on understanding customers deeply. This shift means fewer call transfers and repeated explanations. Customers get faster, more personalized support. Additionally, Microsoft Copilot automates routine tasks like call transcription and case summaries. This frees up staff to handle emotionally charged situations with more care. Brown highlights,“AI’s role here is to sit in the back – give our people more time to listen and guide the customer.”For tech professionals, this shows how AI can augment human skills rather than replace them. Moreover, AI analyzes conversation sentiment and surfaces insights from millions of interactions. This data helps L&G identify friction points and improve service design continuously. The result is smarter, safer systems that respect data privacy while driving innovation.
Looking Ahead: Scalable and Secure Customer Care
L&G’s AI platform is built on Microsoft Azure and Power Platform, ensuring scalability and security. The multi-year rollout will extend to pensions, annuities, and protection policies. This approach allows for incremental innovation without disrupting existing services. By unifying data and automating admin, L&G empowers its workforce to deliver better outcomes at scale. This initiative sets a new standard for digital transformation in financial services. For tech professionals, it’s a prime example of practical AI adoption that balances efficiency, security, and customer empathy. In conclusion, L&G’s collaboration with Microsoft highlights the power of AI-driven platforms. It creates seamless experiences for both customers and employees. As the company continues to innovate, the future of customer care looks smarter, simpler, and more human.Key points from the article:
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