Financial Services scenario: Conduct company research

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Available with: Copilot Studio and Azure OpenAI Scenario level:
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Using Copilot to conduct company research


1. Analyze market overview

Ask the agent to research market-wide trends and sector movements to identify potential investment intelligence.

Benefit: Access approved information sources to receive high-quality responses with citations to save time on market research.

2. Analyze recent corporate events

After narrowing down to a specific sector, have the agent search through news sites and SEC filings for recent disclosures about mergers, restructuring, or management changes.

Benefit: Identify opportunities for market inefficiencies based on recent events.

3. Perform a risk assessment

Use the agent to find and analyze SEC filings from specific companies to learn more about litigation, debt covenants, and market risks.

Benefit: Simplify the process of reviewing SEC filings.

4. Assess financial health

Query SEC filings and internal proprietary reports to uncover potential financial issues and understand analyst forecasts.

Benefit: Synthesize information from multiple sources with in-depth analysis and links for further review.

5. Company valuation

Understand current valuations based on comparable /discounted cash flows by asking the agent to review internal proprietary analyst reports.

Benefit: Quickly get insights with high-quality responses and enhanced capabilities for interpreting charts and tables for valuation insights.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.