Financial Services scenario: Prepare for a client meeting
Financial Meeting Prep is a Teams app powered by Microsoft 365 Copilot and LSEG Workspace to streamline meeting preparation for financial services advisors. The app was built in partnership with LSEG for news, data, and analytics.
Available with: Microsoft 365 Copilot and LSEG Workspace Scenario level:
KPIs impacted
Client retention
Assets under management
Value benefit
Cost savings
Employee experience
Using Copilot to prepare for a client meeting
1. View trending topics
In the Meeting Prep tab in Teams review the company overview and trending topics.
Copilot in Teams
Benefit: Quickly get a high-level summary of recent company events.
2. Review news articles
Review summaries of news articles and then follow links to the LSEG workspace to get the full story on any interesting topics that could be addressed in the meeting.
Copilot in Teams
Benefit: Get up to speed on potential meeting topics.
3. Review action items
View meeting summaries and action items from past meetings. Related files are linked from the summary.
Copilot in Teams
Benefit: Quickly verify that all action items are addressed in the meeting presentation.
4. Draft agenda email
Ask Copilot to draft an email to the customer with an agenda and summary of potential topics.
Copilot in Teams
Benefit: Save time on communications.
5. Refresh data
Just prior to the meeting, refresh the data to catch any recent developments.
Copilot in Teams
Benefit: Ensure the meeting goes smoothly and you aren’t caught off guard by breaking news and financial updates.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
