Financial Services scenario: Conduct company research
Available with: Copilot Studio and Azure OpenAI Scenario level:
KPIs impacted
Client retention
Assets under management
Value benefit
Cost savings
Using Copilot to conduct company research
1. Analyze market overview
Ask the agent to research market-wide trends and sector movements to identify potential investment intelligence.
Copilot Studio Agent
Benefit: Access approved information sources to receive high-quality responses with citations to save time on market research.
2. Analyze recent corporate events
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.
Copilot Studio Agent
Benefit: Identify opportunities for market inefficiencies based on recent events.
3. Perform a risk assessment
Use the agent to find and analyze SEC filings from specific companies to learn more about litigation, debt covenants, and market risks.
Copilot Studio Agent
Benefit: Simplify the process of reviewing SEC filings.
4. Assess financial health
Query SEC filings and internal proprietary reports to uncover potential financial issues and understand analyst forecasts.
Copilot Studio Agent
Benefit: Synthesize information from multiple sources with in-depth analysis and links for further review.
5. Company valuation
Understand current valuations based on comparable /discounted cash flows by asking the agent to review internal proprietary analyst reports.
Copilot Studio Agent
Benefit: Quickly get insights with high-quality responses and enhanced capabilities for interpreting charts and tables for valuation insights.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
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.
