“ Copilot to me is the UI for AI” SATYA NADELLA, MICROSOFT FINANCIAL SERVICES for example, manages a vast amount of data and analytics and has developed a large language model leveraging this data, which processes internal documentation, making customer service teams 50 per cent more productive. Schwimmer also highlighted the new Financial Meeting Prep app developed by Microsoft in collaboration with LSEG, which generates comprehensive meeting reports within seconds using Microsoft’s generative AI technology. The product features marketleading data, news and analytics from LSEG Workspace and enables users to streamline client communications, improve engagement and save time by creating customised reports, using LSEG’s trusted data sources and AI-generated email drafts. During the fireside chat, Nadella highlighted AI’s impact and outlined three key considerations for AI-driven productivity: the need for AI models to evolve quickly so companies can maintain up-todate platforms, seamless integration into existing workflows and effective change management. “How we change-manage all this is going to be the most important thing,” he said. “How to inject these solutions so that there is real adoption and where the human should be in the loop. Microsoft Copilot to me is the UI for AI […] you need to be able to know which tasks are going to be fully automated and when the agent needs some feedback from me.” He described how Copilot has transformed his own workflow. “Now, instead of searching through emails and documents, I just go to my Copilot and say, ‘Hey, I’m meeting with David from LSEG, tell me everything about LSEG’. Not only does it query my Microsoft 365 system, but it also goes to my customer relationship management system, queries the web and brings all that information to me in real time.” This shift, he argued, represents a fundamental change in how work gets done. While AI-powered tools like Copilot are reshaping individual productivity, the financial services industry is also undergoing a broader transformation. “The industry has been using the same financial desktops for 20-25 years with systems stuck in that type of legacy,” said Schwimmer. “What we’re building as part of the LSEG Workspace is a fully interoperable solution with Microsoft systems, natural language search, AI functionality and consumer engagement. What we’re building is a dramatic transformation.” LSEG is also integrating LinkedIn functionality into its Open Directory pilot app, which is accessible within Microsoft Teams. The integration enables regulated finance professionals across different companies to collaborate. 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 then 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. For more details on the LSEG-Microsoft partnership, visit: lseg.com/ en/microsoftpartnership Watch the session on demand at: bit.ly/4i7GbCu 85
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