/cdx → M365 Copilot → financial-services-client-knowledge-assistant
Financial Services – Client Knowledge Assistant
Part of the scenario: Frontline Worker Copilot Scenarios
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. Runs in a live demo tenant with realistic data — you try the real thing, not a slide deck.
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