Narmi launches Microsoft 365 Copilot connector for secure banking data access
Narmi announced a new connector that brings customer financial data into Microsoft 365 Copilot for banks and credit unions. The integration uses Narmi's Model Context Protocol to let staff query customer information, manage fraud inquiries, assess lending activity, and monitor transactions through natural language within their existing Microsoft 365 workflow. The company says this eliminates the…
Key points
- Narmi expands Model Context Protocol to Microsoft 365 Copilot for banks and credit unions
- Staff can query customer financial data via natural language in existing Microsoft 365 workflows
- Connector covers relationship management, lending, fraud investigation, and onboarding
The connector supports four main use cases: relationship management to spot significant outflows and growth opportunities, lending and liquidity analysis for credit decisions, operations and risk review for fraud investigations, and customer onboarding tracking. Narmi co-founder Chris Griffin stated the goal is to make AI practical for daily banking operations while maintaining security and oversight. Microsoft 365 is already widely used across the banking industry.
Narmi Launches Microsoft 365 Copilot Connector, Bringing Customer Financial Data Securely into Existing Banking Workflows
finance.yahoo.com · 26 October 2026
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