ALIANDO deploys AI copilots to modernize commercial finance

ALIANDO helped one of Canada’s leading commercial real estate capital firms automate underwriting, streamline compliance, and enable real-time financial intelligence.

October 15, 2025

What if every department in a financial services firm had its own AI assistant—one that could summarize documents, automate workflows, and deliver real-time insights?

That’s the kind of transformation ALIANDO specializes in. As a Microsoft partner, ALIANDO helps organizations modernize operations through intelligent automation and cloud innovation. With deep expertise in Microsoft Fabric, Azure AI, and Power Platform, the company designs scalable solutions that connect data, accelerate decision-making, and reduce manual work.

When a market-leading commercial finance firm needed to overhaul its underwriting, compliance, and finance operations, it turned to ALIANDO to lead the transformation. Together, they built a unified AI strategy centered on a “Constellation of Copilots”—a coordinated set of copilots designed for each role, built to share context and data so departments can all work from the same picture.

Manual processes holding back innovation

ALIANDO's customer is known for its strength in underwriting, loan origination, and portfolio management. But as the firm grew, so did the complexity of its operations: manual underwriting processes were creating bottlenecks, compliance workflows were slow and fragmented, and data lived in silos, making it difficult to collaborate across departments.

Operating in a highly regulated and data-intensive environment, the commercial finance firm needed to process large volumes of financial information quickly and accurately for their underwriters to analyze complex documents and assess risk. Furthermore, compliance teams were spending too much time on routine checks and audit preparation, and their leaders required real-time insights to manage portfolios and forecast performance.

With the firm’s legacy systems, manual tasks were consuming valuable time and limiting the ability to scale. ALIANDO’s customer needed a unified data strategy to innovate at the pace the market demanded.

“With ALIANDO’s ‘Constellation of Copilots,' we have significantly accelerated deal closure and increased our revenue generation capacity without compromising the quality of financial analysis.”

—Alex Larsson, Chief Revenue Officer (CRO), ALIANDO

A galaxy of copilots, built on Microsoft Fabric

Drawing on its deep expertise in Microsoft Fabric, Azure AI, and Power Platform, ALIANDO designed and deployed a suite of copilots tailored to the finance firm’s core business functions. These copilots were not standalone tools—they were designed to work together, enabling seamless data flow and contextual intelligence across departments.

The Underwriting Copilot, powered by Azure OpenAI Service and Power Platform, was engineered to automatically summarize complex financial documents, generate AI-driven risk scores, and surface real-time insights. This reduced manual processing time and improved the consistency and accuracy of risk evaluations—allowing underwriters to focus on strategic analysis rather than administrative overhead.

The Compliance Copilot, developed using Power Automate and Azure AI, handles regulatory validations and audit prep. It shrank review cycles from multi-day turnaround times to just minutes, enabling compliance officers to prioritize higher-value activities such as risk mitigation and policy development.

The Finance Copilot, built with Copilot Studio, provides live portfolio views, forward-looking forecasts, and planning tools grounded in real-time data. Integrated with the firm's existing financial systems, it provided dynamic insights into portfolio performance and helped finance leaders anticipate market shifts and optimize investment strategies.

The copilots work together as a cohesive operational ecosystem. Microsoft Fabric links data from across underwriting, compliance, and finance, enabling context-aware suggestions, unified reporting, and cross-functional collaboration.

“The deployment of copilots on Microsoft Fabric gave us a unified technology foundation that connects data, processes, and teams, eliminating silos and improving collaboration.”

—Chris Savage, CTO – Global Head of Technical Services, ALIANDO

Measurable impact; scalable innovation

Within the first quarter after deployment, ALIANDO’s customer saw manual processing time drop by 30% and deal throughput increase by 20%. Compliance tasks that once spanned days were now done in minutes, allowing teams to respond to regulatory needs with greater speed and confidence. Underwriting decisions were also faster and more consistent, as they were now supported by real-time AI insights.

The copilots also introduced a foundation for long-term scalability. Components such as pre-trained credit risk models and regulatory workflow templates are now being applied across other financial services contexts. This modular approach allowed the commercial finance firm to carry the value of the implementation across future initiatives. At full rollout, the project is expected to contribute more than $500,000 in additional Annual Contract Revenue (ACR) for the customer, reinforcing the business case for strategic AI adoption.

By aligning Microsoft technologies with the firm’s operational goals, ALIANDO helped their customer move beyond incremental improvements and toward a repeatable model for innovation in commercial finance.

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