Microsoft Scenario Library Financial Services Capital Markets – Research and summarize market trends

Available with: Microsoft 365 Copilot Chat

Financial Services scenario: Capital Markets – Research and summarize market trends

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Scenario

Use Copilot Chat to research and summarize market trends

Analysts and teams can use Copilot Chat to swiftly research, summarize, and analyze key trends, enabling faster, data-driven decision making and customer support.

1. Receive market research request

When a capital markets analyst receives a request to provide a summary of current market trends, sector movements, or economic drivers, using Copilot Chat can help expedite Web research, including citations to verify resource credibility.

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Sample prompt: “What are the key drivers affecting the bond market this quarter?”

The analyst uses Copilot Chat in Excel to ask questions about the best way to update a cash flow model to include the new inputs from the market research.

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Sample prompt: “Where in this cash flow model can I update the growth assumptions for each region?”

The analyst also needs to add some data to the model for new markets and asks Copilot for help in update the VLOOKUP equations to include the new data.

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Sample prompt: “Can you help me expand my VLOOKUP equations to include new data?”

The analyst creates some bullet points based on the research and Excel data. Copilot can create a report based on the bullet points.

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Sample prompt: “Draft a summary report based on the bullet point below.”

To anticipate client or team questions, the analyst also uses Copilot Chat to review a presentation and create a list of questions that people may have about it.

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Sample prompt: “What are some questions I may get asked during this presentation?”

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

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.