Microsoft Cloud for Financial Services<\/h2>\n\n\t\t\t\t\t\n\t\t\t\t\t\tUnlock business value in the era of AI<\/p>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\tLearn more<\/span>\n\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\n\t\t\t\t\t![\"A](\"https:\/\/www.microsoft.com\/en-us\/industry\/blog\/wp-content\/uploads\/2024\/07\/Private-equity-CTA.png\")
\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\nThe impact of AI in private equity transformation<\/h2>\n\n\n\n
Generative AI can transform the way private equity firms do business in a variety of ways. Here are just three areas in which it offers significant potential gains in return on investment (ROI):<\/p>\n\n\n
\n\t\n\t\t\n\t\t\tManage risk with responsible AI\t\t<\/p>\n\t\t\n\t\t\tRead more<\/span> <\/span>\n\t\t<\/a>\n\t<\/div>\n<\/div>\n\n\n\n\n- Due diligence accelerated.<\/strong> Generative AI can help accelerate the process of investing in assets by automating and improving various aspects of the investigation and evaluation process. It can streamline information gathering from financial statements, identify trends in financial documents and reports, and analyze contracts, legal documents, and compliance records.\n
\n- Generative AI use case<\/span>: By parsing financial statements, legal documents, and industry reports, a copilot identifies hidden risks and anomalies related to a potential investment opportunity with the goal of avoiding costly mistakes.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Deal sourcing (origination) efficiency.<\/strong> Generative AI can help firms better identify and evaluate potential investment opportunities in ways that increase speed and create competitive advantages. It can retrieve, summarize, and extract insights from multiple unstructured data sources, automate the generation of documents like requests for proposals (RFPs) and contracts, and automate processes.\n
\n- Generative AI use case<\/span>: By quickly analyzing vast sets of data and documents, a copilot identifies potential investment targets faster and more accurately than before, resulting in a broader deal pipeline and better odds of finding lucrative opportunities.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- Portfolio optimization.<\/strong> Generative AI can help enhance operational efficiency and decision-making related to maximizing the performance and value of a portfolio of investments. It can aid in asset allocation decisions through fast insights, improve efficiency by automating key processes, and improve information sharing by making institutional knowledge instantly available. For example, scenario analysis can help assess the impact of different market conditions on a portfolio.\n
\n- Generative AI use case<\/span>: A firm can analyze and prioritize investments based on potential returns and strategic fit.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
An easy first step in AI innovation: Copilot for Microsoft 365<\/h2>\n\n\n\n
The scope of possibilities in deploying generative AI in private equity is so broad as to sometimes feel overwhelming.<\/p>\n\n\n\n
Many firms are initiating long-term innovation with the goal of building customized AI services and products for both internal and customer-facing purposes. For example, Moody\u2019s is now focused on developing generative AI-powered data, analytics, research, collaboration, and risk solutions for financial services, as part of a strategic partnership<\/a> with Microsoft.<\/p>\n\n\n\nThis level of innovation includes developing customized generative AI applications\u2014chatbots and plugins, for example\u2014built on a rich cloud platform for enterprise such as Microsoft Fabric<\/a> and Azure AI Studio<\/a> that enable the development and deployment of responsible AI solutions.<\/p>\n\n\n\nPowerful as they are, these innovations require time and planning. In the meantime, many companies also want solutions that can be put to work right away to deliver immediate benefits. This is why Microsoft Copilot for Microsoft 365<\/a> is so compelling for many financial services organizations. Designed as a real-time, intelligent assistant integrated deeply into the Microsoft 365 applications that most employees use on a regular basis, Copilot for Microsoft 365 promises to deliver the new value in the near term.<\/p>\n\n\n\nA brilliant digital assistant, or \u201cAI-powered search engine\u201d?<\/h2>\n\n\n\n\t\n\t\t\n\t\t\tGenerative AI at work\t\t<\/p>\n\t\t\n\t\t\tLearn from Copilot's earliest users<\/span> <\/span>\n\t\t<\/a>\n\t<\/div>\n<\/div>\n\n\n\nFor companies now successfully deploying Copilot for Microsoft 365, the results are impressive. Microsoft research indicates that a company’s productivity and efficiency can be dramatically improved. For example, 70% of people using Copilot reported being more productive and 77% said that once they got up to speed with it, they didn\u2019t want to give it up.1<\/sup><\/p>\n\n\n\nThe key to such success is getting up to speed\u2014or, more precisely, understanding how to begin using Copilot<\/a>.<\/p>\n\n\n\nWhen fully deployed in an enterprise environment, Copilot appears in many places across applications and even within documents, as a small icon integrated into a toolbar or workspace. Click it, and a window opens inviting you to engage\u2014and away you go.<\/p>\n\n\n
\n\t\n\t\t\n\n\t\t\t\t\t\t\t\n\t\t\t\t\t![\"A](\"https:\/\/www.microsoft.com\/en-us\/industry\/blog\/wp-content\/uploads\/2024\/07\/MSFT_BUILD_BLOG_BUILD_Copilot_Logo_Solid_Background_240515_FINAL-1.gif\")
\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\tCopilot Success Kit<\/h2>\n\n\t\t\t\t\t\n\t\t\t\t\t\tAccelerate your time to value with Copilot for Microsoft 365<\/p>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\tGet started<\/span>\n\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\nHowever, one bit of feedback we often hear is that users have only vague ideas of what Copilot can actually do. Lacking guidance and drawing on known paradigms, people often tend to use it like a search engine\u2014in other words, they ask for information based on keywords. Copilot is adept at that, but only as an entry into the real power of AI. Copilot knows and understands huge swaths of data across the enterprise, and draws on it to conduct analysis, perform research, provide insights, explain things, and create entirely new artifacts.<\/p>\n\n\n\n
To get such benefits, it is important to understand how to query the technology\u2014in other words, to do what we call \u201cprompt engineering.\u201d<\/p>\n\n\n\n
The key to unlocking value: A great prompt<\/h2>\n\n\n\n
The effectiveness of any natural language-based interaction with a generative AI application depends largely on the quality and specificity of the prompt you submit to it. A well-crafted prompt<\/a> is essential to generating useful results. A prompt can be a question, a statement, a set of keywords, or even a more complex set of instructions.<\/p>\n\n\n\nThis is where a quick demonstration can highlight the true power of Copilot. Try it for yourself. If your company has licensed and enabled Copilot for Microsoft 365 across the business, click the Copilot icon on your browser (be sure to toggle it to Work mode) or on Copilot for Microsoft Teams, and cut-and-paste the following prompt:<\/p>\n\n\n\n
\n- \u201cSummarize my emails, Teams messages, and channel messages from the last workday and today. List action items in a dedicated column. Suggest follow-ups if possible in a dedicated column. The table should look like this: Type (Mail\/Teams \/Channel) | Topic | Summarization | Action Item | Follow Up. If I have been directly mentioned, make the font of the topic bold.\u201d<\/em><\/li>\n<\/ul>\n\n\n\n
In a few moments, Copilot will generate a table that looks like this:<\/p>\n\n\n\n
Unlock business value in the era of AI<\/p>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t
\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\nThe impact of AI in private equity transformation<\/h2>\n\n\n\n
Generative AI can transform the way private equity firms do business in a variety of ways. Here are just three areas in which it offers significant potential gains in return on investment (ROI):<\/p>\n\n\n
\n\t\t\tManage risk with responsible AI\t\t<\/p>\n\t\t The scope of possibilities in deploying generative AI in private equity is so broad as to sometimes feel overwhelming.<\/p>\n\n\n\n Many firms are initiating long-term innovation with the goal of building customized AI services and products for both internal and customer-facing purposes. For example, Moody\u2019s is now focused on developing generative AI-powered data, analytics, research, collaboration, and risk solutions for financial services, as part of a strategic partnership<\/a> with Microsoft.<\/p>\n\n\n\n This level of innovation includes developing customized generative AI applications\u2014chatbots and plugins, for example\u2014built on a rich cloud platform for enterprise such as Microsoft Fabric<\/a> and Azure AI Studio<\/a> that enable the development and deployment of responsible AI solutions.<\/p>\n\n\n\n Powerful as they are, these innovations require time and planning. In the meantime, many companies also want solutions that can be put to work right away to deliver immediate benefits. This is why Microsoft Copilot for Microsoft 365<\/a> is so compelling for many financial services organizations. Designed as a real-time, intelligent assistant integrated deeply into the Microsoft 365 applications that most employees use on a regular basis, Copilot for Microsoft 365 promises to deliver the new value in the near term.<\/p>\n\n\n\n \n\t\t\tGenerative AI at work\t\t<\/p>\n\t\t For companies now successfully deploying Copilot for Microsoft 365, the results are impressive. Microsoft research indicates that a company’s productivity and efficiency can be dramatically improved. For example, 70% of people using Copilot reported being more productive and 77% said that once they got up to speed with it, they didn\u2019t want to give it up.1<\/sup><\/p>\n\n\n\n The key to such success is getting up to speed\u2014or, more precisely, understanding how to begin using Copilot<\/a>.<\/p>\n\n\n\n When fully deployed in an enterprise environment, Copilot appears in many places across applications and even within documents, as a small icon integrated into a toolbar or workspace. Click it, and a window opens inviting you to engage\u2014and away you go.<\/p>\n\n\n Accelerate your time to value with Copilot for Microsoft 365<\/p>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t However, one bit of feedback we often hear is that users have only vague ideas of what Copilot can actually do. Lacking guidance and drawing on known paradigms, people often tend to use it like a search engine\u2014in other words, they ask for information based on keywords. Copilot is adept at that, but only as an entry into the real power of AI. Copilot knows and understands huge swaths of data across the enterprise, and draws on it to conduct analysis, perform research, provide insights, explain things, and create entirely new artifacts.<\/p>\n\n\n\n To get such benefits, it is important to understand how to query the technology\u2014in other words, to do what we call \u201cprompt engineering.\u201d<\/p>\n\n\n\n The effectiveness of any natural language-based interaction with a generative AI application depends largely on the quality and specificity of the prompt you submit to it. A well-crafted prompt<\/a> is essential to generating useful results. A prompt can be a question, a statement, a set of keywords, or even a more complex set of instructions.<\/p>\n\n\n\n This is where a quick demonstration can highlight the true power of Copilot. Try it for yourself. If your company has licensed and enabled Copilot for Microsoft 365 across the business, click the Copilot icon on your browser (be sure to toggle it to Work mode) or on Copilot for Microsoft Teams, and cut-and-paste the following prompt:<\/p>\n\n\n\n In a few moments, Copilot will generate a table that looks like this:<\/p>\n\n\n\n\n
\n
\n
\n
An easy first step in AI innovation: Copilot for Microsoft 365<\/h2>\n\n\n\n
A brilliant digital assistant, or \u201cAI-powered search engine\u201d?<\/h2>\n\n\n
\t\t\t\t<\/div>\n\t\t\t\n\t\t\tCopilot Success Kit<\/h2>\n\n\t\t\t\t\t
The key to unlocking value: A great prompt<\/h2>\n\n\n\n
\n