Overview of Meeting Prep for Financial Services (preview)
Important
This is a preview feature. This information relates to a prerelease feature that may be substantially modified before it's released. Microsoft makes no warranties, expressed or implied, with respect to the information provided here.
The Meeting Prep for Financial Services app helps you, as a finance professional, quickly prepare for client meetings. It gives you a comprehensive view of a publicly traded organization. Further, the app generates the report by combining the following details associated with the organization and the individual generating the report:
- Market insights
- Financial data
- News from specialized data providers
- Emails, files, meeting summaries, and other data artifacts of the individual generating the report