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New AI assistant for Microsoft Teams gives financial professionals the right insights at the right time

An AI assistant for Microsoft Teams that gives financial professionals personalised stock market insights at the right time has been released by Refinitiv.

Refinitiv AI Alerts provides breaking news and actionable insights to investment bankers and analysts, asset and wealth managers, financial advisors, and the broader financial services community.

The assistant asks for user permission to automatically learn the user’s individual priorities from their Microsoft 365 interactions, keeps that information private for the user, and recommends suggested content based on upcoming meetings and frequent email conversations.

The AI also learns quickly which information the professional finds useful, and becomes even more accurate and relevant. For financial professionals, this solution can provide a competitive edge in their research and customer interactions, in a seamless and simple way. Human-centred AI, and a deployment strategy within a firm’s own environment helps to ensure the highest level of privacy and security protection.

It is the latest solution to be launched following the announcement of a strategic partnership between Refinitiv and Microsoft in 2020 that aims to help the financial sector use digital tools to unlock growth.

Andrea Remyn Stone, Group Head of Data and Analytics at London Stock Exchange Group, which owns Refinitiv, said: “Microsoft Teams has become an indispensable platform for professionals across financial services, with institutions accelerating their adoption, and increasingly integrating critical data and tools into the platform to simplify the workflow and user experience of professionals. Refinitiv AI Alerts brings critical content and insights to Refinitiv’s customer base within this platform, allowing users to discover and act on timely information across Teams, Refinitiv solutions and Microsoft 365 seamlessly.”

Bill Borden, Corporate Vice President of Worldwide Financial Services at Microsoft, said: “As Microsoft Teams becomes increasingly important as a platform for financial services, we welcome partner solutions such as Refinitiv AI Alerts which combine the best of market-leading data, AI, and workflow to provide our mutual customers with even more value from our relationships. We look forward to continuing to build on our partnership with Refinitiv to bring additional value-added solutions to the industry.”

Refinitiv AI Alerts has been developed in collaboration with AI developer ModuleQ.

To learn more about how Microsoft Teams can benefit your business, click here.