Accelerating AI Adoption Across a Nationwide Network
When Craigs Investment Partners embarked on their AI journey, they weren’t 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 “AI at your side” needed to be both strategic and people‑centred.
Their goal was clear: 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.
An Initiative with Clear Ambition
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’ leadership and project teams. They understood that AI adoption isn’t just a technology upgrade—it’s a shift in mindset, habits, and ways of working. This shared understanding set the foundation for a highly collaborative partnership.
“Our 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.”
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A Practical, People‑Centred Program
Rather than relying on generic examples, Kambium tailored the training content to Craigs’ 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.
The program brought together multiple modes of delivery including deeply customised content aligned to daily workflows, blended training to reach both licensed and non‑licensed users, behavioural change elements to build confidence and understanding, and sustainable enablement through assessments and on‑demand support.
Nationwide Reach, High Engagement
The scale of the program was significant:
onsite training sessions delivered
in‑person attendance across regions
Active Copilot use following training
Training spanned Kerikeri to Invercargill, supported by Craigs’ national Change Agent network, who helped coordinate logistics, communications, and local engagement. This on‑the‑ground support meant staff received training at the right time, in the right way, with minimal disruption.
A Partnership Built on Openness and Momentum
One of the standout elements of this project was Craigs’ commitment to collaboration. Their project leaders acted quickly, communicated clearly, and were proactive in shaping solutions that worked for their people.
This enabled:
- Accelerated decision‑making, keeping the rollout on track
- Smooth coordination across multiple sites and teams
- Trust‑based co‑design, making the work enjoyable and effective
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.
“Our 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.”
Looking Ahead
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.
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