Microsoft Events presents an Ignite session where speakers Matthew Kerner, Nej D’Jelal, and Max Grigoryev showcase how AI and Copilot Studio enable custom financial workflow agents built on LSEG data.

Powering Financial Workflows with AI: Microsoft and LSEG Partnership

Speakers: Matthew Kerner, Nej D’Jelal, Max Grigoryev
Event: Microsoft Ignite 2025 | Session BRK367

Strategic LSEG–Microsoft Partnership

Description of transformation goals for financial workflow automation and interoperability.
Focus on user-centered design and the enabling of semantic search for better data access and decision-making.

Technical Approach

Details the integration strategy: build vs. partner considerations and leveraging open standards for data sharing across organizations using Open Directory.

AI and Agent-Based Automation

In-depth demonstration of preparing and deploying a financial analytics agent in Copilot Studio.
Practical walkthrough of no-code agent creation using natural language interfaces in Copilot Studio.
Use of LSEG data with M365 Copilot, enabling dynamic insights directly in productivity apps like Word, Excel, PowerPoint, and Teams.

Applications in Financial Services

Enabling post-trade analysis and intercompany collaboration using AI-driven tools.
Automated preparation of investment review documents leveraging agent-based orchestration.
A new Researcher Agent demonstrates integrating external financial data with M365 for accelerated document and research workflows.

Session Highlights

Summary covers AI integration, scalable agent creation, and improvements to technical collaboration between LSEG and Microsoft.
Showcases the transformation of financial workflows to be more productive and data-driven using interoperable Microsoft technology.

Resources for Further Learning: