Message ID: MC920310
We announced the launch of Meeting Prep for Financial Services as public preview in Microsoft. We’re proud to be partnering with the London Stock Exchange Group (LSEG) to bring you this new app, designed to revolutionize how investment bankers prepare for meetings.
[When this will happen:]
Preview: Available now
General Availability (Worldwide): We will begin rolling out in early December 2024 and expect to complete by mid-December 2024.
[How this affects your organization:]
Why Meeting Prep?
For investment bankers, being prepared for meetings is crucial. Meeting Prep centralizes all necessary information, ensuring nothing is overlooked, saving time and effort.
Key features:
- Holistic information: Integrates industry-specific data from specialized providers with personalized insights from internal documents, emails, and meeting summaries.
- Comprehensive reports: Generate detailed reports with key highlights, trending topics, financial metrics, analyst ratings, competitor analysis, and management information.
- Real time updates: Refresh data as needed to ensure you have the most current information.
- Responsible AI: Transparent sources and feedback options for all AI-generated features.
How it works:
- Add Meeting Prep: Open a pre-scheduled meeting and add Meeting Prep from the Teams App marketplace.
- Select the company that you want to create a report for.
- Select the data categories that should be included.
- Create a report to get a comprehensive view, including all the information you need, with AI-generated summaries and insights.
Licensing requirements in order to use Meeting Prep:
- Teams Standard: Microsoft 365 E3 and above OR Microsoft 365 Business basic and above, with Teams.
- LSEG Workspace: To create reports using content from the data provider, users must have a valid LSEG Workspace license. The LSEG Workspace Service Description provides additional information about workspace licenses. For more information, go to LSEG Workspace.
In addition, Copilot for Microsoft 365 and/or Microsoft Teams Premium: not required for public preview but recommended. For GA, Copilot for Microsoft 365 will be required. With these licenses, users will be able to access summaries of previous meetings, as part of the Suggested content section of the report. To learn more, go to Microsoft Copilot for Microsoft 365.
[What you can do to prepare:]
You may consider updating your training and documentation as appropriate. For more information on how to set up Meeting Prep, go to Configure Meeting Prep. To learn more, go to Overview of Meeting Prep for Financial Services (preview).
Source: Microsoft
Hey there fellow financial wizards and tech enthusiasts!
Exciting news alert! Microsoft is rolling out a game-changing update called Meeting Prep for Financial Services. Imagine having all your meeting prep needs sorted in one place, making your life easier and meetings smoother than ever before!
For all you investment bankers out there, this update is a total game-changer. No more scrambling to gather information from different sources before a meeting. Meeting Prep centralizes all the essential info you need, from industry data to internal insights, saving you time and effort. It’s like having your own personal meeting assistant!
With features like comprehensive reports, real-time updates, and responsible AI, you’ll be armed with all the necessary tools to ace your meetings with confidence. Plus, the seamless integration with Teams makes the whole process a breeze.
Now, how will this impact admins and users? Admins can expect smoother meeting preparations, streamlined processes, and improved efficiency. Users will benefit from a more organized and informed approach to meetings, leading to better decision-making and outcomes.
So, mark your calendars for the early December rollout and get ready to revolutionize your meeting prep game!
I can’t wait to hear your thoughts on this exciting update. Drop a comment below and let’s get the conversation going! ✨