Write up client meetings with Copilot for investment managers
Investment managers use Copilot in Teams to create client meeting notes and follow-ups, then review them.
Oct 25, 2026
Summarize this client meeting: goals discussed, decisions, follow-up actions with owners, and any figures mentioned. Flag anything that needs compliance review.
How to use it
1. Get client consent and turn on transcription 2. Hold the meeting in Teams 3. Ask Copilot for a summary and follow-ups 4. Check figures and commitments 5. Save to your client record 6. Send the follow-up email
Result
About 45 minutes saved per meeting across 174 investment managers. Example: Input: a 1-hour review meeting. Output: notes with 5 follow-ups and 1 compliance flag.
Tips and gotchas
Human review: Manager checks accuracy. Pitfall: Compliance rules on recordings apply. Privacy: Follow your firm recordkeeping and compliance rules. Best for: Financial advisors, investment managers (Beginner). Time saved basis: Sourced.
www.microsoft.com
https://www.microsoft.com/en-us/microsoft-cloud/blog/2025/07/24/ai-powered-success-with-1000-stories-of-customer-transformation-and-innovation/