December 2024

Revolutionising Financial Services with Financial Meeting Prep

Dean Berry

Group Head of Workflows and Co-Head Data and Analytics

In today's fast-paced world, professionals are inundated with an ever-increasing amount of data. The sheer volume can be overwhelming, making it difficult to know what information is relevant and to extract valuable insights. In addition to this, senior financial professionals often find themselves overwhelmed by routine tasks that offer little value and hinder their ability to focus on strategic and high-impact activities. It is imperative to find solutions that simplify data discoverability, automate mundane tasks, and enhance efficiency, making it easy for professionals to manage their time and focus on strategic, high-impact activities.

At LSEG, we are committed to leveraging Generative AI to address these challenges. Our vision is clear: we aim to improve efficiencies for our customers, simplify workflows, and empower our customers around the world.  We believe in the power of data to transform decision-making, and we are committed to providing tools that place this power directly at our customers' fingertips. 

We strive to enable our customers to discover and utilise information they might not even be aware of.  We aim to create solutions that minimise time spent on routine tasks, so that professionals can focus on activities that drive business growth and innovation.

Through our strategic partnership with Microsoft, we're bringing this vision to life. We are pleased to announce the launch of Financial Meeting Prep, a groundbreaking Microsoft product and Microsoft Teams application that leverages LSEG Workspace data and workflow expertise.

Financial Meeting Prep is designed to save hours of research, enabling individuals to make the most of their client interactions.  For instance, a banker heading to a client meeting can quickly access recent event data, while a financial analyst with a last-minute meeting request can easily gather relevant company insights.

Early user feedback is very positive. Clients find it very useful as it enhances their productivity.

The partnership between Microsoft and LSEG is poised to transform the financial services industry.

By combining Microsoft’s cutting-edge technology with LSEG’s unparalleled data and workflow expertise, we are enabling customers to envision products that once seemed beyond their grasp; to envision a future where financial professionals, operate with unprecedented productivity and efficiency, driving innovation and delivering exceptional value to their clients.

This is exactly what you need to have during the meeting, it’s the amount of detail my boss wants to have and constructing all of this on our side would take a lot of effort

US financial institution

Having a clickable tie to the actual source data is a great convenience

Global financial institution

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