Financial Meeting Prep now available

Microsoft has announced the launch of Financial Meeting Prep, a Microsoft product and Microsoft Teams application featuring market-leading data, news and analytics from LSEG Workspace, that enables financial service professionals to prepare for client meetings quickly, conveniently and easily.

Financial Meeting Prep uses generative AI and consolidates public company data from Microsoft 365 and LSEG Workspace to create customised reports. It automatically generates key highlights in the reports and draft emails based on the content of the report - simplifying the process of preparing for client meetings, while providing insights that can be used to drive value for clients.

Reports can be accessed by internal team members and refreshed by LSEG Workspace license holders, saving hours of preparation, ensuring the latest content and guaranteeing alignment before a client meeting. An LSEG Workspace license and Microsoft Teams license with Copilot is required to use Financial Meeting Prep.

Personas and use cases

• Senior bankers preparing for a meeting after an event, such as an acquisition, or facing last-minute request for insights on a different company.
• Associates, analysts and VPs that support meeting preparations.

Nej D’Jelal, Group Head, LSEG Workspace Platform said: “We are thrilled with the positive reaction from our customers, who have highlighted the significant time savings and efficiency benefits they are experiencing with Financial Meeting Prep. By integrating market-leading data and analytics from LSEG Workspace with Microsoft’s generative AI capabilities, we are empowering financial professionals to prepare for client meetings more effectively and make more informed decisions.”

Learn more about our partnership with Microsoft.