Case Study: Rentes Genevoises
Copilot for 365 training for a Geneva pension institution
Situation
Rentes Genevoises, a Geneva pension institution founded in 1849, offers retirement savings and annuity products. The company had just obtained access to Copilot for 365. The need expressed by Sandrine Alphonse, Human Resources Director, was clear: train teams in a concrete and motivating way to promote sustainable adoption of the tool in daily practices.
Objective
Acculturate employees to generative AI and Copilot in a reassuring and accessible way, promote rapid skill development through concrete and job-adapted workshops, stimulate engagement and desire to experiment, and generate real time savings in daily tasks.
Employees trained
40+
Satisfaction rate
+90%
Net Promoter Score
73.08%
Training groups
7
Process
Initial framing
45-minute video conference interview with HR Director to understand the issues and expectations of each department. Focus on practicality, limited duration and need for interactive format.
Department workshops (2h)
7 groups of 3 to 10 people segmented by function: IT, Accounting/Administration, Finance/Real Estate, Insurance-Sales/Advisory, Insurance-After-sales/Management, Marketing/Communication, and Executive Secretariat.
Pedagogical structure
Introduction and demystification (15 min), the art of prompting (30 min), business use cases & practical exercises (1h), and Q&A on best practices (15 min).
Results
Overall satisfaction rate of 92.31% (out of 26 responses)
Net Promoter Score (NPS) of 73.08%
24 out of 26 respondents say they want to increase their AI use
Employees have integrated Copilot into their daily tools with curiosity and confidence
A team dynamic around innovation has been created
The training allowed the company to lay the foundations for a positive and concrete AI culture
Testimonials
- Adapted to participants, bravo!
- Very good training. Looking forward to the next one.
- Two hours is really short! Do it again!
Contact us
- Want to upskill your teams?
Let's schedule a meeting to assess your training needs
- Want to identify high-ROI use cases for generative AI?
Let's schedule a strategic call