Microsoft Scenario Library Financial Services Capital Markets – Prepare for a client meeting

Available with: Microsoft 365 Copilot and LSEG Workspace

Financial Services scenario: Capital Markets – Prepare for a client meeting

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Scenario

Using Copilot to prepare for a client meeting in Capital Markets

Financial Meeting Prep is a Teams app powered by Microsoft 365 Copilot and LSEG Workspace to streamline meeting preparation for financial services advisors. The app was built in partnership with LSEG for news, data, and analytics.

Implementation information: Financial Meeting Prep app

1. View trending topics

In the Meeting Prep tab in Teams review the company overview and trending topics.

Microsoft Teams icon

Copilot in Teams

Benefit: Quickly get a high-level summary of recent company events.

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.