Financial Services scenario: Produce daily market reports
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Client retention
Value benefit
Cost savings
Using Copilot to produce daily market reports
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.
Copilot Studio Agent
Benefit: Copilot identifies the most impactful recent news articles along with summary of key points impacting portfolio holdings.
2. Analyze market research
Share the findings with other analysts and financial advisors for them to add insights and additional content.
Business Chat2
Benefit: Use Copilot Pages to collaborate and add inputs to the research. Pages enables Copilot to enhance the collaboration effort.
3. Summarize meetings
After meeting with the analyst team to discuss the research, prompt Copilot to summarize the discussion points of the research analysts.
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.
4. Generate report
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.
Copilot in Word
Benefit: Copilot used to generate summarized research reports using a standard template.
5. Identify clients for market update
Identify clients with relevant investment positions based on the new market analysis.
Copilot Studio Agent
Benefit: Use Copilot to draft email to compliance team for a review and suggest next steps.
6. Draft customer email
Draft an email to clients providing the latest market/sector trends with a brief recommendation.
Copilot Studio Agent
Benefit: Use Copilot to draft a personalized email to clients outlining the need for a portfolio review and suggesting a meeting.
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.
