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View downloadsFinancial Services scenario: Assist client understanding
Download scenario guideAvailable with: Microsoft 365 Copilot Chat Scenario level:
KPIs impacted
Assets under management
Client retention
Value benefit
Revenue growth
Cost savings
Using Copilot to assist client understanding
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?
2. Help understand risks
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
3. Develop a financial plan
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.
4. Compare strategies
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.
5. Understand tax implications
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.
6. Understand economic drivers
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.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
