Simulated Demo

Financial Services – Client Knowledge Assistant

See how a financial advisor at Woodgrove Bank tracks market trends and prepares for a client meeting using SharePoint agents and Microsoft 365 Copilot in Teams.

Last updated 2025-04-08

Duration

10 minutes

Recommended Role

Account Technology Specialist, Global Black Belt - Technical Specialist, Specialist Manager - Biz Ap...

Industry

Manufacturing & Resources

Licensing

Microsoft 365 Apps, Microsoft 365 Business, Microsoft 365 Business Premium, Microsoft 365 E5, Windows E5

Audience

CIO, CTO, Data Management Decision Maker, Service leader, VP or Chief or Director of Innovation

Products

Microsoft 365 Copilot, Microsoft Teams, SharePoint

Solution Area

Modern Work

Solution Play

Drive Business Transformation with Copilot FY25

Notes

No available notes

Assets

    No available assets

Resources

Start booking
To top