Microsoft Scenario Library Financial Services Capital Markets – Assist client understanding

Available with: Microsoft 365 Copilot Chat

Financial Services scenario: Capital Markets – Assist client understanding

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Scenario

For Capital markets, create recommendations based on analyzing portfolios and current events

1. Define common terms

Use Copilot to get explanations for common financial terms in simple language to help clients understand investment strategies.

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Example prompt: Define market capitalization. How does it affect stock selection for an investment portfolio?

Try in Prompt Gallery: Define market capitalization

Use Copilot to understand the risks associated with different investment strategies.

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Example prompt: Explain in steps how to evaluate the financial risk associated with investing in technology startups, focusing on market trends, competition, and technology scalability.

Try in Prompt Gallery: Risks of investing in technological companies

Use Copilot to help to structure a plan for your clients to meet their specific financial goals.

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Example prompt: Develop a detailed financial plan for clients based on their needs for increasing revenue.

Try in Prompt Gallery: Develop a financial plan

Use Copilot to compare the pros and cons of the most common investment strategies.

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Example prompt: Create a table to compare the pros and cons of the most common investment strategies.

Try in Prompt Gallery: Investment strategies comparison

Use Copilot to help your clients understand the tax implications of various investment options.

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Example prompt: Recommend strategies in cash management to help me increase the financial goal of reducing tax liability.

Try in Prompt Gallery: Cash management strategies

Use Copilot to see trends in metrics like interest rates and inflation and understand their implications for investing.

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Example prompt: Provide an analysis of current interest rate trends and their implications for our investment options.

Try in Prompt Gallery: Interest rate trends analysis

KPIs

Opportunity to impact key functional area KPIs

Generate insights and content within the everyday flow of work, expedite investigations, and communicate more effectively to prevent and remediate compliance issues.
Speed data analysis and reporting
  • Quickly analyze trends
  • Generate informative charts
  • Create strategy presentations

Improve productivity by leveraging automation to quickly prioritize and accomplish daily tasks, optimize processes, and save time and effort on daily tasks.
Boost productivity
  • Rapidly research customer interactions
  • Create first drafts faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

Differentiate customer interactions from competitors to help increase market share; Reduce the time for comprehensive portfolio evaluation with change recommendations reflecting market dynamics; Build trust and confidence among clients leading to increased number of active investors. 
Improve customer meetings
  • Research company information
  • Learn how to pitch the product
  • Organize information from past interactions
  • Completely focus during the meeting

Streamline operations for faster resolution of customer issues, providing tools for decision-making and strategy development. This can lead to higher customer satisfaction, increased customer lifetime value, and maximized customer investment portfolio.
Improve customer satisfaction
  • Diagnose a problem quickly using
    external and internal databases
  • Automated analysis using customer data and knowledge base
  • Quicker and more accurate draft responses
    based on historical resolution data
  • Proactive and personalized follow-up communications

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.