Transforming Operations with AI-Powered Efficiency

A leading housing lender partnered with CDW to streamline workflows, accelerate decision-making and elevate customer experience by embedding AI and automation throughout its internal operations.

CDW Expert

Investing in smarter banking

44%

of CFOs used GenAI for more than 5 use cases in 2025, up from just 7% the year before¹

65%

of organizations plan to increase their investment in GenAI in 2025, compared to about 25% two years earlier¹

How can financial services organizations harness AI to work smarter, serve borrowers faster and innovate without disruption?

A REAL-WORLD EXAMPLE

Modernizing Banking from the Inside Out

Even established financial institutions are feeling pressure to modernize. This housing lender wanted to take a bold step by embedding AI into day-to-day operations to improve customer experience and streamline internal workflows. The lender had a vision, but needed the right partner to help identify, integrate and scale the most impactful AI tools across its teams.

CDW stepped in to bring that vision to life. Drawing on an existing relationship and deep expertise in AI and automation, CDW helped the lender shift toward smarter workflows, faster insights and a more connected customer experience.

THE TURNING POINT

Building an AI-Driven Workflow Ecosystem

CDW’s AI and productivity experts worked closely with the lender to build a scalable, automated ecosystem that changed how teams accessed information, collaborated and supported their customers.

Key components included:

End-to-end AI-PC integration to enable seamless use of AI tools across teams
Microsoft Copilot to accelerate task completion and boost productivity
ChatPFP, an AI-powered internal search tool for faster information retrieval
An executive order analysis agent to interpret policy changes for business impact
A custom GPT model tailored to internal workflows and knowledge needs
A virtual conversation companion to support creativity and collaboration
AI-driven risk management using machine learning and neural networks
Intelligent document processing (IDP) for automated data extraction and classification
Sentiment analysis and HR AI agents to strengthen internal service delivery

This integrated approach helped the lender cut down repetitive tasks, improve the speed and quality of decisions, and create a more efficient experience for both employees and customers.

CDW Configuration and Deployment Services

From AI-ready devices to remote configuration and custom packaging, we ensure teams have the tools, setup and support they need to adopt new technologies quickly and confidently.

Learn More

CDW AI and Automation Services

Our experts help organizations embed AI across workflows with advisory, integration and custom development services designed to improve productivity and accelerate decision-making.

Learn More

THE RESULTS

Enhancing the Customer Experience with AI

Woman in a black blazer works at a computer in an office.

By adopting a connected ecosystem of AI-driven tools, the lender improved productivity, strengthened decision-making and optimized internal workflows — all contributing to a faster, more responsive customer experience.

Here’s why it worked:

AI-assisted tools boosted employee productivity
Virtual collaboration agents encouraged new ideas and teamwork
Advanced AI models improved transactional risk management
Intelligent document processing reduced manual effort at scale

What’s next?

With a scalable AI foundation in place, the lender is now positioned to expand automation, accelerate service innovation and continue elevating how teams deliver customer experience.