Available with: Microsoft 365 Copilot and Copilot Studio
Financial Services scenario: Capital Markets – Produce daily market reports
Scenario
Using Copilot to produce daily market reports in Capital Markets
Use AI to enhance client communications from collecting and organizing data to writing better content.
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.
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.
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