List of CoPilot AI Customers
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Since 2010, our global team of researchers has been studying CoPilot AI customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CoPilot AI for Lead Generation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CoPilot AI for Lead Generation include: Harris & Assoc, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Franklin Legacy Financial, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Private Wealth Management Of North Carolina, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using CoPilot AI, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CoPilot AI customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Franklin Legacy Financial | Banking and Financial Services | 10 | $1M | United States | Cassia Research | CoPilot AI | Lead Generation | 2022 | n/a |
In 2022, Franklin Legacy Financial implemented CoPilot AI for Lead Generation on its public website. Franklin Legacy Financial deployed CoPilot AI to support customer facing lead capture and qualification as part of its digital customer acquisition.
The deployment is an embedded web implementation on the company site, presenting conversational lead capture, rule based qualification and automated form capture, reflecting typical Lead Generation application capabilities. Operational scope is limited to the firm’s website and sales and marketing touchpoints, consistent with the company’s small headcount and centralized operations in the United States. Governance emphasis was placed on content configuration and qualification rule sets to align captured leads with existing sales intake processes. Ongoing configuration and tuning are managed by internal staff due to the compact operational structure.
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Harris & Assoc | Professional Services | 10 | $1M | United States | Cassia Research | CoPilot AI | Lead Generation | 2022 | n/a |
In 2022, Harris & Assoc deployed CoPilot AI on its public website to support Lead Generation. The deployment uses a client-facing web widget embedded in the company site that provides conversational lead capture and qualification, with the CoPilot AI interface handling guided dialogues and form augmentation while vendor-hosted services manage inference and session state via standard API calls.
Configuration emphasized conversation scripts, qualification fields, and consent capture, enabling conditional qualification flows and collection of contact metadata for internal follow up. Operational responsibility sits with the firm’s marketing and sales staff, the rollout was limited to the company website in the United States, and governance centers on prompt tuning, data retention settings, and administrative control of lead routing into existing sales and marketing workflows.
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Private Wealth Management Of North Carolina | Insurance | 10 | $1M | United States | Cassia Research | CoPilot AI | Lead Generation | 2022 | n/a |
In 2022, Private Wealth Management Of North Carolina deployed CoPilot AI as a Lead Generation application on its public website. CoPilot AI was implemented as an embedded web component that captures prospect contact details, guides qualification conversations, and augments site contact forms to support initial advisor intake.
Configuration emphasized lightweight modules common to Lead Generation platforms, including proactive chat prompts, dynamic form pre-fill, and scripted qualification flows, aligned with the needs of a 10 person private wealth office. Operational scope focused on front office marketing and client intake, with internal routing rules to direct leads to specific advisors and email notifications for follow up, and governance implemented through simple escalation rules and advisor feedback driven prompt adjustments.
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Buyer Intent: Companies Evaluating CoPilot AI
- Blenheim Chalcot India, a India based Professional Services organization with 800 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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