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Microsoft

From Interoperability to Agents - Powering Financial Workflows with AI - BRK367

Microsoft via YouTube

Overview

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Explore how Microsoft and LSEG are revolutionizing financial workflows through AI-driven interoperability in this 34-minute conference session from Microsoft Ignite 2025. Learn about the strategic partnership between Microsoft and London Stock Exchange Group (LSEG) and discover how they're transforming financial market operations with intelligent, interconnected tools. Examine how Microsoft Copilot enhances content discovery and facilitates seamless data integration across Excel and PowerPoint while enabling AI-powered collaboration through Microsoft Teams. Understand the technical approach behind user-centered design, semantic search capabilities, and the strategic decisions around building versus partnering for financial technology solutions. Witness demonstrations of post-trade analysis using Open Directory for intercompany collaboration and see how the Researcher Agent integrates LSEG data with Microsoft 365 Copilot to streamline investment research workflows. Watch live demonstrations of creating and deploying custom financial analytics agents using Copilot Studio, including no-code agent development through natural language processing. Gain insights into preparing finalized documents for investment team reviews and discover how AI integration enhances productivity and collaboration across financial markets. The session features speakers Matthew Kerner, Nej D'Jelal, and Max Grigoryev, providing both strategic insights and practical demonstrations of these cutting-edge financial technology solutions designed for intermediate-level professionals in the financial services industry.

Syllabus

0:00 - Description of strategic LSEG–Microsoft partnership and its transformation goals
00:03:39 - Introduction of guest speaker Nes Tojalal, head of LSEG Workspace
00:10:25 - Design and Technical Approach — User-Centered, Semantic Search, and Build vs Partner
00:13:21 - Post-Trade Analysis — Using Open Directory for Intercompany Collaboration
00:15:30 - Introduction to Researcher Agent — Integrating ELSIG Data with M365 Copilot
00:18:18 - Preparing finalized Word document for investment team review
00:24:45 - Demonstration of creating and deploying financial analytics agent in Copilot Studio
00:27:09 - No-code agent creation using natural language in Copilot Studio
00:33:08 - Session summary highlighting AI integration across LSEG and Microsoft partnership

Taught by

Microsoft Ignite

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