Transforming Operations With AI-Powered Efficiency

Investing in Smarter Banking

44%

of CFOs say they’re using GenAI for more than five use cases¹

65%

of organizations plan to increase their investment in GenAI¹

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

As financial services organizations face growing pressure to adopt AI amid supply constraints and pricing volatility in the PC market, the lender prioritized solutions that could be deployed quickly, reliably and at scale.

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 tools across its teams.

That’s where CDW came in. The team helped define a practical AI roadmap aligning device selection, software and services so AI could be embedded into daily operations without over-engineering or delay.

THE TURNING POINT

Building an AI-Driven Workflow Ecosystem

Rather than chasing the newest chip, the lender focused on getting AI into more hands faster at a cost that could scale. Working with CDW, the team aligned devices, software and services to support everyday AI use cases like productivity help, internal search, document processing and decision support.

Key components included:

End-to-end AI PC workstations powered by Intel chipset and Intel® Core™ Ultra 5 238V vPro® processors to support seamless integration of AI and machine learning technologies
Microsoft Copilot to accelerate task completion and boost productivity
AI-powered search and retrieval tools to help employees find information faster and support policy-related questions
Intelligent document processing (IDP) for automated data extraction and classification
AI-driven risk management using machine learning and neural networks
Virtual assistants and internal agents to support collaboration and internal service delivery

Core™ Ultra 5 (238V-class) processors deliver dedicated on-device AI acceleration and around 40 TOPS on the NPU, helping AI-enabled workflows run efficiently at scale.

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. The devices were selected as vPro-capable with the option to enable Intel® AMT later if needed.

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.

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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.

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THE RESULTS

Enhancing the Customer Experience With AI

Two professionals reviewing information on a laptop during a focused office discussion.

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 support encouraged new ideas and teamwork
Advanced AI models improved transactional risk management
Intelligent document processing reduced manual effort at scale
Core™ Ultra 5 processors supported everyday on-device AI, making broad rollout practical despite supply and pricing pressures

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.