{"id":15992,"date":"2026-02-16T17:04:55","date_gmt":"2026-02-16T04:04:55","guid":{"rendered":"https:\/\/kinetics.co.nz\/?p=15992"},"modified":"2026-02-16T17:04:55","modified_gmt":"2026-02-16T04:04:55","slug":"empowering-craigs-investment-partners-with-microsoft-365-copilot","status":"publish","type":"post","link":"https:\/\/new.kinetics.co.nz\/?p=15992","title":{"rendered":"Empowering Craigs Investment Partners with Microsoft 365 Copilot"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

Accelerating AI Adoption Across a Nationwide Network<\/strong><\/span><\/h2>\n
\n

When Craigs Investment Partners embarked on their AI journey, they weren\u2019t simply looking for a training provider. They were looking for a partner who understood the pace, precision, and care required in a highly regulated financial environment. With more than 650 professionals serving over 70,000 clients across 20 locations, Craigs knew that the move toward \u201cAI at your side\u201d needed to be both strategic and people\u2011centred.<\/p>\n

Their goal was clear:<\/strong>\u00a0<\/span>empower employees with the confidence and capability to use Microsoft 365 Copilot responsibly and effectively, while continuing to deliver the exceptional client experience the firm is known for.<\/p>\n

An Initiative with Clear Ambition<\/strong><\/span><\/h2>\n

Following a competitive RFP process, Craigs selected Kambium to design and deliver Copilot training for almost 500 licensed users. What stood out from the beginning was the clarity of vision coming from Craigs\u2019 leadership and project teams. They understood that AI adoption isn\u2019t just a technology upgrade\u2014it\u2019s a shift in mindset, habits, and ways of working.\u00a0<\/span>This shared understanding set the foundation for a highly collaborative partnership.<\/span><\/p>\n<\/div>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure="1_2,1_2" _builder_version="4.27.5" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="1_2" _builder_version="4.27.5" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_testimonial author="Regardt Klopper" job_title="Head of Business Change" company_name="Craigs Investment Partners" portrait_url="https:\/\/new.kinetics.co.nz\/wp-content\/uploads\/2026\/02\/RKlopper.jpg" _builder_version="4.27.5" _module_preset="default" hover_enabled="0" global_colors_info="{}" theme_builder_area="post_content" border_radii="on|10px|10px|10px|10px" box_shadow_style="preset1" sticky_enabled="0"]

\u201cOur engagement with Kambium during the Copilot 365 rollout was exceptional. What stood out most was their deep subject matter expertise, outstanding facilitation skills and adaptability to scope and schedule changes. Their collaborative approach and professionalism made the entire process seamless and enjoyable. We are confident in recommending Kambium as a trusted partner for any organisation.\u201d<\/span><\/p>[\/et_pb_testimonial][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_cta title=”Want to know more?” button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9hdHRhY2htZW50Iiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE1OTkwIn19@” button_text=”Download the Case Study” _builder_version=”4.27.5″ _dynamic_attributes=”button_url” _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” background_color=”#4CB84A” sticky_enabled=”0″ border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset1″]

Unlock the complete case study to access to the exclusive Key Elements of Success insights.<\/strong><\/span><\/p>[\/et_pb_cta][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

A Practical, People\u2011Centred Program<\/span><\/h2>\n

Rather than relying on generic examples, Kambium tailored the training content to Craigs\u2019 advisory and private wealth assistant workflows. This ensured every session felt relevant, practical, and usable from day one. The result was a learning experience that supported not only how people work, but how they think about working alongside AI.<\/p>\n

The program brought together multiple modes of delivery including\u00a0deeply customised content<\/strong>\u00a0<\/span>aligned to daily workflows,\u00a0<\/span>b<\/strong>lended training<\/strong>\u00a0to reach both licensed and non\u2011licensed users,\u00a0b<\/strong><\/span>ehavioural change elements<\/strong>\u00a0to build confidence and understanding, and\u00a0su<\/strong><\/span>stainable enablement<\/strong>\u00a0<\/span>through assessments and on\u2011demand support.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

Nationwide Reach, High<\/strong> Engagement<\/span><\/h2>\n
\n

The scale of the program was significant:<\/p>\n<\/div>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_3″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_circle_counter title=”onsite training sessions delivered” number=”50+” percent_sign=”off” _builder_version=”4.27.5″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” background_enable_color=”off” bar_bg_color=”#4CB84A” circle_color=”#222222″ circle_color_alpha=”0.15″ sticky_enabled=”0″][\/et_pb_circle_counter][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_circle_counter title=”in\u2011person attendance across regions” number=”80%” _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” percent_sign=”off” background_enable_color=”off” bar_bg_color=”#4CB84A” circle_color=”#222222″ circle_color_alpha=”0.15″][\/et_pb_circle_counter][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_circle_counter title=”Active Copilot use following training” number=”90%” _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” percent_sign=”off” background_enable_color=”off” bar_bg_color=”#4CB84A” circle_color=”#222222″ circle_color_alpha=”0.15″][\/et_pb_circle_counter][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

Training spanned Kerikeri to Invercargill, supported by Craigs\u2019 national Change Agent network, who helped coordinate logistics, communications, and local engagement. This on\u2011the\u2011ground support meant staff received training at the right time, in the right way, with minimal disruption.<\/p>\n

A Partnership Built on Openness and Momentum<\/strong><\/span><\/h2>\n

One of the standout elements of this project was Craigs\u2019 commitment to collaboration. Their project leaders acted quickly, communicated clearly, and were proactive in shaping solutions that worked for their people.<\/p>\n

This enabled:<\/p>\n

    \n
  • Accelerated decision\u2011making<\/strong>, keeping the rollout on track<\/li>\n
  • Smooth coordination<\/strong>\u00a0<\/span>across multiple sites and teams<\/li>\n
  • Trust\u2011based co\u2011design<\/strong>, making the work enjoyable and effective<\/li>\n<\/ul>\n

    As sessions progressed, Kambium gathered insights from participants, observed real workflows, and worked with Craigs to identify what would most effectively support their ongoing AI journey. This collective learning shaped a clear, actionable roadmap for what comes next.<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure="1_2,1_2" _builder_version="4.27.5" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="1_2" _builder_version="4.27.5" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"][et_pb_testimonial author="Rhys Kerrigan" job_title="Head of Professional Services" company_name="Kambium Consulting (Kinetics Group)" portrait_url="https:\/\/new.kinetics.co.nz\/wp-content\/uploads\/2024\/02\/Rhys200.jpg" _builder_version="4.27.5" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content" border_radii="on|10px|10px|10px|10px" box_shadow_style="preset1"]

    \u201cOur engagement with Kambium during the Copilot 365 rollout was exceptional. What stood out most was their deep subject matter expertise, outstanding facilitation skills and adaptability to scope and schedule changes. Their collaborative approach and professionalism made the entire process seamless and enjoyable. We are confident in recommending Kambium as a trusted partner for any organisation.\u201d<\/span><\/p>[\/et_pb_testimonial][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]

    Looking Ahead<\/strong><\/span><\/h2>\n

    Craigs Investment Partners now has a strong foundation for responsible, confident, and effective AI adoption across the organisation. By combining vision, engagement, and a willingness to learn, they have set themselves up to unlock even more value from Microsoft 365 Copilot as the technology evolves.<\/p>\n

    Are you Starting or already on Your Own AI Journey?<\/strong><\/h3>\n
    \n

    Let\u2019s talk.<\/strong>\u00a0<\/span>We help build practical, responsible AI capability that aligns with business goals and empowers people.<\/p>\n<\/div>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"

    Accelerating AI Adoption Across a Nationwide Network When Craigs Investment Partners embarked on their AI journey, they weren\u2019t simply looking for a training provider. They were looking for a partner who understood the pace, precision, and care required in a highly regulated financial environment. With more than 650 professionals serving over 70,000 clients across 20 […]<\/p>\n","protected":false},"author":5,"featured_media":16000,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[3],"tags":[],"class_list":["post-15992","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies"],"_links":{"self":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/15992","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15992"}],"version-history":[{"count":0,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/15992\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}