Accelerating AI workplace transformation for a global financial organization
A global financial services and insurance leader operating in over 50 countries partnered with HCLTech, Intel and Lenovo to modernize its digital workplace. The initiative focused on rolling out AI-capable devices to support hybrid work, stringent regulatory requirements and evolving business needs. By leveraging Intel-powered Lenovo AI PCs and HCLTech’s expertise in deployment, change management and training, the client aimed to boost productivity, streamline IT operations and embed AI into everyday workflows with minimal disruption.
The Challenge

- The client’s existing environment relied on legacy laptops and traditional provisioning processes, resulting in slow device rollouts, increasing operational costs and underutilization of AI capabilities
- Hybrid work demands and strict financial regulations complicated security and compliance
- Disparate device lifecycles and limited on-device intelligence meant employees could not fully leverage AI tools locally, leading to bottlenecks in analytics, reporting and routine tasks across functions such as finance, underwriting and risk management
The Objective

- Enhance workforce productivity: Equip employees with modern AI-capable devices to accelerate everyday tasks and decision-making
- Reduce IT overhead: Shorten provisioning cycles, simplify lifecycle management and lower support incidents
- Enable department-specific AI use cases: Deploy on-device AI for finance forecasting, policy analysis, compliance checks and other practical applications to improve accuracy and time-to-insight
- Strengthen security and compliance: Maintain enterprise-grade protection aligned with financial regulations while leveraging advanced hardware security features

The Solution

- Device selection: Deployed Lenovo AI PCs powered by Intel® Core™ Ultra processors with integrated Neural Processing Units (NPUs) and Intel vPro® platform for enterprise-grade manageability
- Endpoint management: Implemented Intel Endpoint Management Assistant (EMA) for out-of-band provisioning, remote patching and predictive maintenance to reduce onsite interventions
- AI enablement: Integrated Microsoft Copilot for 365 optimized to leverage on-device NPU for secure, low-latency AI tasks and co-created department-specific workflows (e.g., Excel modeling, document summarization) to demonstrate immediate value
- Security and compliance: Applied enhanced endpoint protection frameworks using Intel hardware security features, ensuring adherence to financial regulations and minimizing reliance on external cloud for sensitive workloads
- Rollout and change management: HCLTech executed zero-touch provisioning of over 14,000 AI PCs across six global regions with custom imaging, asset tagging and proactive support. Persona-based training and a Copilot Readiness Framework educated users on safe, effective AI adoption
- Governance and monitoring: Established dashboards for real-time reporting on device health, SLA compliance and usage metrics. Regular feedback loops with line-of-business leaders prioritized refinements and new use cases
The Impact

- Reduced provisioning by up to 20%, enabling device readiness in under 2 days
- Service desk ticket volume dropped by 5–10%
- Employee productivity index (DEX Score) increased from 72 to 78 in 90 days
- AI usage adoption increased to >35% of users actively using on-device AI within 90 days
- Finance report cycle time reduced by 30% using Copilot for summarization and modelling
- Cloud dependency for AI workloads offloaded 5–10% of AI inference to the device NPU
- Data governance and audit readiness improved through secure, on-device AI for classification and risk analysis
- For decision-making speed (underwriting/sales), 10–20% faster decision cycles are seen in pilots
- Enabled an additional 10k+ users with blueprint reuse
Intel services used
- Intel® Core™ Ultra Processors with Integrated NPUs
- Intel vPro® Platform
- Intel Endpoint Management Assistant (EMA)
- Intel Hardware Security Technologies, such as Intel Threat Detection Technology
- Access to Intel Partner University training materials
- Intel Optimization for Microsoft Copilot