Use Financial Meeting Prep app

2025-03-28

Financial Meeting Prep app provides a detailed view of an organization through the reports it generates. The app prepares these reports using content from the data provider, London Stock Exchange Group (LSEG).

How Financial Meeting Prep connects with the LSEG Workspace

To use Financial Meeting Prep, your administrator must enable it and give consent on your behalf to access LSEG data. The app connects with an LSEG Workspace to initiate the ingestion of the data to Meeting Prep. The app uses your sign-in token which includes your first name, last name, and email address to confirm your LSEG Workspace license. When you generate a Financial Meeting Prep Report, you need to provide the name of the company for which you want to generate the report. The app shares this detail with the LSEG Workspace to request data for the report.

Important

The data that Microsoft shares with the LSEG Workspace is governed by the terms and conditions of your applicable agreement with LSEG and not with Microsoft.

Financial Meeting Prep processes and stores data based on your tenant configuration. The app might use a cookie to retain your designated geographical routing, ensuring the correct routing of requests and communication. The cookie is stored on your device upon first use or after you clear your cookie storage.

Requirements for using Financial Meeting Prep

Admin configuration

You can use the Financial Meeting Prep app only after administrator configures it and sets up users. For details, see Configure and deploy Financial Meeting Prep app.

Prerequisites

Copilot for Microsoft 365: Copilot for Microsoft 365 combines the power of large language models (LLMs) with your content in the Microsoft Graph and the Microsoft 365 apps. It can create meeting summaries, which can appear in the Related resources section of the Meeting Prep report. Learn more about Microsoft Copilot for Microsoft 365.

The Financial Meeting Prep app is not available with Microsoft 365 Copilot Chat. You need to have the full license of Copilot for Microsoft 365 to use the app.
Data Provider License: To generate, refresh, and delete the Financial Meeting Prep report, you need to have a valid LSEG Workspace and link your LSEG Workspace account to your Teams account. Internal meeting attendees who don't have the LSEG Workspace license can access the app and the generated reports but can't refresh or delete them.

The content available in the Financial Meeting Prep reports depends on the terms of your workspace license. The LSEG Workspace service description provides additional information about workspace licenses For more information about workspaces, go to LSEG Workspace.

Use Financial Meeting Prep

Initially, you need to attach Financial Meeting Prep to a Microsoft Teams meeting. To use the app, you can select the target organization and then generate the reports. Furthermore, you can refresh the data generated in the reports, and restart the report generation process.

The app also provides a draft email template based on the information from the report. You can customize this template to draft an email for the client, if necessary.

Attach the Financial Meeting Prep app to a Teams meeting

You need to install Financial Meeting Prep and then attach it to every Teams meeting that you want to prepare for.

Go to the AppSource marketplace and search for Financial Meeting Prep.
From the search results, go to the product detail page of Financial Meeting Prep and select Get it now. The details page redirects you to Microsoft Teams.
Add the app from the Microsoft Teams marketplace.

Note

You can also search for Financial Meeting Prep in the Microsoft Teams marketplace and add the app. The added app appears on the side panel from where you can view all its relevant information.

Open a Microsoft Teams meeting with one or more participants from the client organization.
Select the icon to open the app gallery.
Search for the app and select Financial Meeting Prep.

A welcome screen opens where you can read the terms and conditions of the app along with the privacy statement, before adding it to the meeting as a tab.
Select Save.

Select the target organization

You need to search for the target organization by entering its name in the Prepare for your meeting with field.

Generate the report

You can generate the report only if you have a valid data provider's license. Otherwise, you can only view the report.

After selecting the target company, select Get started.
Select the information you want to include in the report, and select Create.

Report details

A report generated by the Meeting Prep app contains information in the following sections:

Key highlights: Shows important highlights from top trending news items about the client organization, using AI-generated topic summaries.

You can provide feedback on the quality of the AI-generated content.
Financial data: Shows financial information from trusted data providers. You can view the following financial details:
- Financial overview: Provides a view of financial insights and metrics derived from market data.
- Financial summary: Provides a snapshot of the earnings performance and operational profitability.
- Analyst ratings: Captures recommendations from brokers and provides a view into analysts’ ratings.
- Top competitors: Provides information about the performance of peers and competitors.
- Management: Holds information about the company’s officers and directors.
Trending topics: Displays trending topics and corresponding news articles about the company. You can view an AI-generated summary of each topic. You can expand the trending topics to view news articles. You can also select links to view in-depth content on the topics and articles, including the full article content.

You can provide feedback on the quality of the AI-generated content. You can also open and read the full content of the articles or browse all articles under a specific topic.
Related resources: Displays useful information about the client organization that you can use to prepare for the meeting. The app uses Microsoft Graph with data from Microsoft 365 for the information that you can access. This content is generated in real time and might change whenever you open the report. The type and volume of information displayed in this section depend on your access levels and data availability.

With the help of the Meeting Insights capabilities, you can access files and emails that are likely to be relevant to the meeting. Learn more at Meeting Insights: Contextual Assistance for Everyone.

Additionally, for meetings that are part of a recurring series, the recap feature provides access to recordings and summaries from previous sessions, if available.

Note

The tenant administrator can turn this section on or off.
If your deployment has this feature turned on to record and transcribe meetings, then you can also view meeting recaps in the Related resources section. If the app can't find any relevant meeting transcriptions or if the administrator has turned off the feature, the meeting recaps won't be available.

Additional tasks

Besides viewing and generating reports, you can use the app to do other tasks such as:

Preparing email drafts with information about the client organization.
Refreshing report data
Deleting reports

Draft an email to the client

The app provides a draft email template that you can customize and send to the client, if necessary. The app uses information from the report and prepares the content for the template using generative AI.

To produce the draft content, select Draft email to client.

You can copy the content to the clipboard and customize it based on your requirements. You can also provide feedback on the quality of the AI-generated email draft.

Refresh the report data

To make sure that the report has the latest available information, you can refresh it whenever you want.

To update your report with new information, select Refresh data.

Confirm or change which sections of your report you want to regenerate, and select Refresh data.

Delete the report generation process

You can delete a report and all their existing versions depending on your requirements.

Select Delete report.

In the warning screen, select Delete to confirm the deletion process of the report and all the existing versions. If you don't want to proceed with the process, select Cancel.

Important

Any Financial Meeting Prep report that you generate is automatically deleted within 97 days of generation.