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CBIZ Enhances AI Capabilities with Microsoft Partnership
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Subscribe21 APR 2026 / SERVICES UPDATES
Professional services advisor, CBIZ Inc., is expanding its partnership with Microsoft Corp. to advance its enterprise-wide AI initiative. CBIZ will use various Microsoft tools to integrate AI into its operations and train over 9,500 team members, aiming to improve service delivery, increase efficiency, and encourage strategic thinking among staff, while also stressing responsible and ethical AI use.
CBIZ Inc., a leading national professional services advisor, has announced an expansion of its partnership with Microsoft Corp. to advance its enterprise-wide AI initiative. This collaboration aims to empower CBIZ team members by integrating new AI tools across the organization, enhancing service delivery and client insights.
Through this partnership, CBIZ will utilize Microsoft Foundry to develop an agent-native operating platform, alongside Microsoft 365 Copilot and Microsoft Copilot Studio. These tools will enable CBIZ to embed AI more deeply within its operations, deploy AI agents, and create advanced systems tailored to its service lines and workflows. This strategic move is designed to attract and retain top talent while enhancing the company's ability to deliver high-value services.
Jerry Grisko, President and CEO of CBIZ, emphasized the importance of AI in transforming the company's operations. He stated, "Investing in AI is investing in our people. By integrating AI into our team’s everyday workflows, we enable our team members to focus on complex problem-solving, strategic advisory, and relationship building that define our client service."
The AI initiative includes the enterprise-wide deployment of Microsoft 365 Copilot, providing CBIZ team members with technology to increase efficiency and focus on higher-value tasks. Additionally, AI training paths will be available to over 9,500 team members, facilitating the integration of AI into daily work processes. The initiative also emphasizes responsible and ethical AI use, governed by leading frameworks and explicit guardrails.
Katy Brown, CVP, Americas Market and Industries at Microsoft, highlighted CBIZ's role in shaping AI adoption in the middle market. She noted that CBIZ's scalable approach empowers teams to work smarter, innovate faster, and enhance service quality, ultimately delivering greater value to clients.
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