MC920310 – Introducing Meeting Prep for Financial Services (Preview)

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check before: 2024-12-01

Product:

Copilot, Exchange, Microsoft 365 Copilot, Teams

Platform:

Online, World tenant

Status:

Change type:

New feature, User impact, Admin impact

Links:

Details:

Summary:
Meeting Prep for Financial Services is now in public preview, offering investment bankers a centralized app for meeting preparation. It integrates data from various sources with AI insights and is available now, with general availability starting early December 2024. Licensing includes Microsoft 365 E3/Business Basic and LSEG Workspace.

Details:
We announced the launch of Meeting Prep for Financial Services as public preview in Microsoft. We're proud to be partnering with the London Stock Exchange Group (LSEG) to bring you this new app, designed to revolutionize how investment bankers prepare for meetings.
[When this will happen:]
Preview: Available now
General Availability (Worldwide): We will begin rolling out in early December 2024 and expect to complete by mid-December 2024.

Change Category:
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Scope:
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Release Phase:

Created:
2024-10-29

updated:
2024-10-29

Task Type

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Docu to Check

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MS How does it affect me

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MS Preperations

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MS Urgency

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MS workload name

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summary for non-techies**

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Direct effects for Operations**

User Experience Disruption
If Meeting Prep is introduced without proper training and documentation, users may struggle to utilize the new features effectively, leading to confusion and decreased productivity during meetings.
   - roles: Investment Bankers, IT Support Staff
   - references: https://learn.microsoft.com/dynamics365/industry/financial-services/configure-meeting-prep?toc=%2Findustry%2Ffinancial-services%2Ftoc.json&bc=%2Findustry%2Fbreadcrumb%2Ftoc.json#configure-meeting-prep-in-the-tenant, https://www.microsoft.com/microsoft-365/microsoft-copilot

Data Integration Issues
Without adequate preparation, the integration of various data sources may lead to inconsistencies or inaccuracies in reports generated by Meeting Prep, impacting decision-making processes.
   - roles: Investment Bankers, Data Analysts
   - references: https://www.lseg.com/en/data-analytics/products/workspace, https://www.lseg.com/content/dam/data-analytics/en_us/documents/support/workspace/service-description.pdf

Configutation Options**

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Data Protection**

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explanation for non-techies**

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** AI generated content. This information must be reviewed before use.

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