Microsoft Scenario Library Financial Services Capital Markets – Produce daily market reports

Available with: Microsoft 365 Copilot and Copilot Studio

Financial Services scenario: Capital Markets – Produce daily market reports

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Scenario

For Capital markets, create a daily report for customers

1. Collect market data

Copilot helps collect market data, economic parameters, financial statements, market news to generate a summary of market trends and investment insights.

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Copilot Studio Agent

Benefit: Copilot identifies the most impactful recent news articles along with summary of key points impacting portfolio holdings.

Share the findings with other analysts and financial advisors for them to add insights and additional content.

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Microsoft 365 Copilot Chat2

Benefit: Use Copilot Pages to collaborate and add inputs to the research. Pages enables Copilot to enhance the collaboration effort.

After meeting with the analyst team to discuss the research, prompt Copilot to summarize the discussion points of the research analysts.

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Copilot in Teams

Benefit: Rather than listening to the meeting recording, use Copilot to summarize the minutes to brief the discussion points and the action items.

Copilot drafts a comprehensive report based on the data collected and the research analyst discussion notes with daily market overview, sector specific analysis and stocks to watch with brief recommendations.

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Copilot in Word

Benefit: Copilot used to generate summarized research reports using a standard template.

Identify clients with relevant investment positions based on the new market analysis.

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Copilot Studio Agent

Benefit: Use Copilot to draft email to compliance team for a review and suggest next steps.

Draft an email to clients providing the latest market/sector trends with a brief recommendation.

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Copilot Studio Agent

Benefit: Use Copilot to draft a personalized email to clients outlining the need for a portfolio review and suggesting a meeting.

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.