Microsoft Scenario Library Financial Services Capital Markets – Conduct company research

Available with: Copilot Studio and Azure AI Foundry

Financial Services scenario: Capital Markets – Conduct company research

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Scenario

Agent to help with financial analysis of potential investments

1. Analyze market overview

Ask the agent to research market-wide trends and sector movements to identify potential investment intelligence.

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Copilot Studio Agent

Benefit: Access approved information sources to receive high-quality responses with citations to save time on market research.

After narrowing down to a specific sector, have the agent search through news sites and SEC filings for recent disclosures about mergers, restructuring, or management changes.

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Copilot Studio Agent

Benefit: Identify opportunities for market inefficiencies based on recent events.

Use the agent to find and analyze SEC filings from specific companies to learn more about litigation, debt covenants, and market risks.

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Copilot Studio Agent

Benefit: Simplify the process of reviewing SEC filings.

Query SEC filings and internal proprietary reports to uncover potential financial issues and understand analyst forecasts.

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Copilot Studio Agent

Benefit: Synthesize information from multiple sources with in-depth analysis and links for further review.

Understand current valuations based on comparable /discounted cash flows by asking the agent to review internal proprietary analyst reports.

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Copilot Studio Agent

Benefit: Quickly get insights with high-quality responses and enhanced capabilities for interpreting charts and tables for valuation insights.

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.