Data & Analytics Insights

Transforming connection and collaboration across financial services

Dean Berry

Dean Berry

Group Head of Workflows, LSEG
  1. In financial services, regulatory compliant cross-firm collaboration is essential to getting things done, whether it’s talking with a new customer, or working across multiple teams to complete a merger.
  2. Now, in partnership with LinkedIn, LSEG is integrating LinkedIn functionality into the Open Directory pilot app within Teams.
  3. We are bringing together a community of 1 billion LinkedIn users, 300 million Teams users and the 200 billion data messages LSEG sends every day to our customers around the world.

In financial services, regulatory compliant cross-firm collaboration is essential to getting things done, whether it’s talking with a new customer, or working across multiple teams to complete a merger.

However, today’s user experience doesn’t make it easy. Fragmented workflows don’t always enable seamless collaboration. With the growing number of data flows and applications, a trader, banker or portfolio manager will usually manage multiple internal and external chats as part of day-to-day roles.

Financial services firms, as highly regulated businesses, need robust, secure, compliant, verified chat platforms, making it difficult to chat externally or with other firms.

That’s all changing. Through LSEG’s partnership with Microsoft, we are empowering financial services professionals with the products they need to thrive, offering augmented, interoperable and collaborative workflows that streamline tasks, boost efficiency and drive growth.

LSEG Workspace is integrated into Teams, providing 300 million monthly active Teams users around the world the opportunity to access LSEG’s unmatched financial data, analytics, and market-moving news and even analyse and visualise that data with Excel.

Now, in partnership with LinkedIn, LSEG is integrating LinkedIn functionality into the Open Directory pilot app within Teams. This enables regulated finance professionals across different companies to collaborate seamlessly, using technology that’s already familiar to hundreds of millions of users around the world.

When a user is in Teams, and clicks on Open Directory, they will be able to view a list of people they are already connected with. They will be able to identify which ones are verified by LinkedIn, and chat with those external users in real-time and in one messaging application on topics essential for daily workflows, like earnings reports, pricing, or news, all in a compliant way.

Along the way, users will be leveraging AI agents like Copilot in LSEG Workspace Microsoft experiences to analyse trading opportunities, create pitch decks, or generate investment ideas, relying on LSEG’s world-leading data.

The day-to-day productivity gains are huge. A wealth manager can list their expertise and experience, making it easier for potential clients and collaborators to view their credentials and start a conversation. A trader can stay up-to-day with market trends and insights shared by their LinkedIn network.

In real terms, we are bringing together a community of 1 billion LinkedIn users, 300 million Teams users and the 200 billion data messages LSEG sends every day to our customers around the world.

This will enable LSEG Workspace users to find each other, collaborate, do business in a seamless, fully integrated and open way, that’s regulated and compliant.

This initiative is the first of its kind, and a real game changer. It’s a capability that will improve discoverability, credibility, and verification in a chat function, not just in financial services but across every industry.

The future of workflows is here. What used to take hours of prep, multiple applications, many screens, and teams of people to facilitate, you can now hold in the palm of your hand.

Our customers will spend less time preparing, more time prepared. Just think about everything we can accomplish together.

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