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.
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.
How this affects your organization:
Why Meeting Prep?
For investment bankers, being prepared for meetings is crucial. Meeting Prep centralizes all necessary information, ensuring nothing is overlooked, saving time and effort.
Key features:
How it works:
Licensing requirements in order to use Meeting Prep:
In addition, Copilot for Microsoft 365 and/or Microsoft Teams Premium: not required for public preview but recommended. For GA, Copilot for Microsoft 365 will be required. With these licenses, users will be able to access summaries of previous meetings, as part of the Suggested content section of the report. To learn more, go to Microsoft Copilot for Microsoft 365.
What you can do to prepare:
You may consider updating your training and documentation as appropriate. For more information on how to set up Meeting Prep, go to Configure Meeting Prep. To learn more, go to Overview of Meeting Prep for Financial Services (preview).