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Managed Adoption · Financial Services

Scaling Trusted AI Adoption Across a Major Bank

A managed enablement program that made Copilot adoption measurable, sustained, and executive-visible at enterprise scale.

Client:
Bank of Montreal (BMO)
Industry:
Financial services / banking
BMO signage on the bank's downtown office tower
At a glance

A managed enablement program that made Copilot adoption measurable, sustained, and executive-visible at enterprise scale.

Enterprise
Scale Copilot enablement
Monthly
Adoption reporting
Ongoing
Trusted-advisor relationship
1

The Challenge

Driving AI adoption inside a large, highly regulated bank is a different kind of challenge. The organization needed more than a training event: it required a repeatable, governed model to move thousands of employees from awareness to confident, everyday use, with the reporting to prove progress to leadership and satisfy internal accountability.

2

Our Approach

Change Champions acted as an embedded adoption partner, not a one-time vendor, applying PROSCI-certified change management at enterprise scale. The engagement combined managed enablement with continuous measurement:

  • Structured, ongoing learning powered by the BrainStorm platform
  • Role-relevant guidance that met each audience where they were
  • A steady cadence of communications and reinforcement to build habit
  • Monthly adoption reporting so leadership could see engagement and momentum
  • Advisory support to keep the program aligned as needs evolved
3

The Results

The program established sustained, measurable adoption at enterprise scale and, importantly, a relationship built on trust. The engagement is ongoing, with monthly reporting keeping adoption visible to leadership, and the work was formally recognized through a Microsoft Proof of Execution, validating both delivery and impact.

4

Why It Matters

Enterprise AI adoption is won through consistency, governance, and visibility, not a single workshop. This engagement shows how a managed, measured program earns executive trust and keeps adoption climbing long after launch.

In their words

Change Champions is a trusted partner and advisor, supporting many of our innovative initiatives to drive employee engagement and technology adoption. I appreciate the industry perspectives they bring to the table and their detailed thought process that helps us look at all aspects of the change, especially as it pertains to the employee experience.

Joanne Lafreniere, Managing Director · Bank of Montreal

Real adoption. Real results.

See how managed adoption and monthly reporting keep momentum and prove impact at enterprise scale. No pitch, just a conversation about your rollout.