We are doing so much work these days on co -pilot
agents and AI agents. And Danny, he put together
this really, really awesome day in the life of
financial services. here's the demo flow we are
next gen investments and what's happening is
there's a customer called lily lily has been
calling on the phone and having conversations
that have been recorded and transcribed by co
-pilot she's been asking about like making changes
to her investments she sent an email lily to
a junior associate which is danny danny is kind
of a new hire i'm a new hire um i mean junior
or associate financial advisor and i'm leveraging
the power of my financial advisor pro agent few
things here to show you um you don't need to
be or i don't need to be a financial i mean a
prompt engineer the agent already comes with
pretty fine prompts so the first thing i need
to understand is what's the latest in terms of
what's the latest from our customer. And then
I'm going to change here the name. Lili is my
customer, and here's her account number in our
organization. So Kapada knows now it's smart
enough, my agent, to go to places inside our
work data, connectors, et cetera, to pull the
latest, everything that we know about Lili in
terms of what's the latest. So I'm going to let
it run, and this is all I need to do. Input the
name. let my financial advisor pro come up with
an analysis of everything what's going on with
lily and in this case said okay uh looks like
she had an income increase right here um she
purchased a house in the past 3 .5 interest rate
which is awesome family expansion She's going
to have a son or child soon. And then investment
interest. Lily's interested in diversifying her
investment into stocks, mutual funds, and real
estate, particularly in the technology and renewable
energy sectors. Great. Now I know. We know exactly
what's going on. Right now, what I'm going to
do is, since my manager serving wants me to create
a proposal for customer, I'm going to start editing
in pages. So if you think about pages in Copilot,
this is basically a new canvas for collaboration.
I'm using the responses created by Copilot using
generative AI and in smart sources of information.
And I'm going to be adding those responses into
a document, which is what you can see on the
right -hand side. here again it's going to leverage
the sensitivity labels where this response came
from it's going to start adding this in a loop
component that i can start using so now i'm going
to go back and say view prompts and now i'm going
to say okay i know and because shervin told me
my manager that lee is getting a proposal from
a competitor that competitor is contoso ltd so
i have another prompt here that says uh provide
a compute analysis for our current next -gen
investment portfolio with competitor and i'm
just going to type the name of the competitor
contoso ltd and let it run i didn't have to write
the prompt i'm just using a prompt that's already
there in my agent and i'm going to have a side
-by -side comparison between us and our competitor
now it literally takes less than 10 seconds compiler
knows where to go creates a very nice table comparing
our index funds with our our competitor index
funds and it offers me the sections that i ask
expense ratio performance and annual gains and
there's also a column here that says explanation
Both portfolios have similar expense ratios.
NextGen focuses on instability and tech growth,
which is what she asked us in that conversation.
She's interested in the technology index funds,
while Contoso emphasizes in emerging markets.
Bingo. This is a good win for us. Then there's
a detailed comparison. Expense ratio, why we're
better than the competitor. Performance, side
by side. Annual gains, side by side. Wonderful.
I didn't have to make a marketing compete analysis.
I can go with this. I'm going to click on editing
pages and just pay attention to what happens
on the right side of the screen. So I'm going
to see click on edit pages. And now the second
section about, you remember the first section
that I added, the current status? There we go.
It's there. And now I added a new section about
compete analysis. Here's the tape. Wonderful.
And here's the explanation. Everything in the
canvas, everything in the loop component. Now,
the last thing I want to do as a junior advisor
is to go back again into view prompts and click
on this is where kind of the money goes when
it comes to you as an organization showing something
to your customer. Hi, Financial Advisor Pro.
Can you help me recommend the best investment
portfolio for customer name? Lily with the customer
ID. based in our next gen index funds overview.
And then I said, provide the results of the options
in the table with a column explaining why this
option was selected. Make sure to rank the offers
from the most suitable to less suitable to the
customer base on their current situation. We're
going to hit enter here. Boom. And again, we
can count it. It's going to take less than 10
seconds. We'll go find that information for me
and do exactly as I said, create a table. offer
our our current investment portfolio tell me
why you're putting this on the top and and put
this in the table so i'm offering her five different
five different index funds you can see that the
rank is number one this is the one that the first
one we should offer which is the office stability
index fund and there's a description this expense
ratio annual gains and this is why ideal for
least preference for low risk investments I did
not ask in the prompt, make sure you're ranked
with low risk investments as a first off. I did
not ask that. This is contextual understanding
and vector search technology. Our pilot knows
that Lily asked specifically for low investment
risk. She's having a kid. She just purchased
a house. She wants to be conserved. Creates a
table, put them organized here. There's a reason
for that selection. There's annual gains, expense
ratio, description, funding rank. And there's
a whole full analysis here that you can read,
validate, understand. Good to go. Beautiful.
Again, I'm going to click and edit pages. Take
a look at the right hand side of the screen.
That piece of information will get added into
my document here. Wonderful. This is getting
shape and it's looking like a very nice proposal
that we can send to our customer. But we're not
going to do that just yet. Well, Danny, I just
want to say, as your manager, you are an amazing
junior agent. I mean, look at this body of work
that, you know, you're just a new hire into the
company. And because of these tools, you're able
to hit the ground running and produce. incredible
and very detailed analysis right and just to
kind of summarize what you did was first you
did a discovery of what the customers ask was
right and it was that was the one prompt that
you just clicked on from the agent and it it
you know it went and did all the hard work for
you two you did a compete analysis because that's
what the customer was saying they were comparing
you know our funds with somebody else's and then
three you asked for like what are the funds that
we can recommend based on the portfolio that
we have so those three things were basically
just prompt that you clicked on and copilot did
all the heavy lifting and you put it inside pages
and you documented it so i mean incredible work
and this is the power of ai agents and there
are different ways to see the value here one
you have a new hire uh that's learning and understanding
how this works they're going to get up to speed
quickly they can understand how the business
works they can understand about all these terms
and i don't know if you notice that the sensitivity
label change from general when i run the first
prompt to confidential microsoft extended why
well that's because one of the responses that
i got from copilot came from confidential documentation
as soon as this information comes by the way
this is a demo this is not really confidential
information but the point here is if the responses
from micros from your prom come from confidential
information is because one you had access to
that information otherwise compiler would never
give you the answer one two as soon as i added
that piece of the response into my collaboration
canvas which is called pages the sensitivity
label of my pages change right away from general
to confidential So now that I'm ready with my
proposal, I'm going to share this with my manager
for approval, for review before we share with
the customer, right? With Lily. So I'm going
to click share and I'm going to say copy component.
I'm going to click in settings and I'm going
to people you choose and I'm going to send this
to Shervin. He's my manager. So there we go.
Click on it and apply. Now that I have shared
my loop component with Sherving so we can start
collaborating in the final proposal, let me show
you how that looks like in the web just because
we have more real estate to work with. I can
see that my manager, Sherving, is now part of
the proposal. I can see that he's in. As you
can see that he's moving the mouse. He's moving
around the document. He's making changes. Can
we add a table? Okay, great. So he's actually
asking me to do a few things here and there.
If you also notice on my screen, I can click
on Copilot and then start rewriting these pieces
of this information with Copilot. I can make
changes. I do want to ask Sherving, since he
talked to Lily about, I want to ask about this
particular section about family expansion. So
I'm going to create a comment here and I'm going
to ask Sherving, I'm going to tag Sherving, please.
Please confirm this is accurate. My manager is
coming here. He says it's looking great. Finally,
Shervin thinks that this is a great document.
He's going to prove it to me. So then we're ready
to, there you go. I got a boost from my manager.
Wonderful. So this is the document that we're
going to be presenting to our customer. The next
thing I want to do now is I'm going to go here
and I'm going to print and PDF export. I'm going
to create a PDF document out of this particular
loop component that has all the information coming
from Copilot. As you can see, you can make all
the changes that you want. I'm going to go here
and print this document. Finally, I want to show
you how you can create a PowerPoint that you're
going to be presenting to your customer using
Copilot in PowerPoint. So I'm going to use a
pre -approved template. This is the one from
Microsoft 365. So I'm going to go click here.
This is a template. As you can see, fonts and
colors are all there. And I'm going to click
on Copilot, and I'm going to go into the narrative
builder. Copilot here. Make a representation
about... this particular file. Again, this is
the Lily Vildes customer proposal, and I'm going
to run it. These are different sections. It creates
a section for the summary of the latest communications,
key points from the meeting, investment interests,
comparison with Contoso. Fantastic. It's covering
everything. Let Copata generate the slides. So
finally, once I have this PowerPoint, which is
ready to go, I'm able to schedule a call with
the customer lady and come up with a proposal.
So she's going to see a folder, a PowerPoint
that has speaker notes to help you present that
information. There's an agenda. There's a current
status where she is today. Investment interest.
This is what she's looking for. What about the
income increase particular real estate purchase
and all the things that we collected from our
particular conversation? We're now ready to go.
Again, in a matter of minutes. This is a word
called Pi Engineering of AI can really help you
boost productivity and customer satisfaction.
Congratulations. You know, I'm going to give
you more of a workload now. Like if you can bang
out these in like 10 minutes, you need to work
harder. So you're too efficient. Yes, that's
right. So I need a raise right now. I wouldn't
mind. And by the way, Danny, why don't we show
like this agent. that you created you know like
now that we've showed this demo maybe just a
sneak peek into the agent itself so when whenever
you get a copilot microsoft 365 copilot license
it went in copilot chat you can see where it
says create an agent i'm going to go here to
create an agent and then finally i'm going to
go over here view all my agents so i'm going
to show you the financial advisor program edit
so you can see how this was created against a
low code no code you can see that it's using
a lighter version of copilot studio in the back
end i'm able to add an icon to it or an avatar
name description there's uh some instructions
here and here's the key right this is probably
the most important thing about this copilot agent
is the knowledge this is where i can start at
telling my copilot agent these are the things
that you need to go to pull data for my for my
purpose right in this case i have a sharepoint
site i call it fsi demo it can be any sharepoint
site in your organization you can enable the
web access is that's what you want to do and
then here's where you can start adding connectors
these are what we call extensibility options
connecting to a service now instance maybe connecting
to a wiki page connecting to an sql database
connecting to whatever you want again sky's the
limit if there's an api we can get there So,
Danny, thank you very much, man. This this was
amazing. This was awesome. You are probably you
are going to get a raise. I'll tell you that
much, because, you know, even though you just
got hired in the company as my junior financial
advisor, you're doing such great work that, you
know, I can't help but promote you right away.
Right. So you've done fantastic work. This was
a great demo. Great usage of AI and copilot and
agents. So thanks again. And I'll leave the last
words with you as well. No, I want to thank you
for the opportunity to come here, join your channel
and explain, kind of help your community understand
and learn more about Copilot. You have a great
community of users, so we want them to learn
more, understand more about this, reach out to
your... Microsoft representatives, if you want
to learn more, what we show you today is a financial
services use case, which is what I do kind of
in a daily basis, but sky's the limit here. Like
you can do anything, everything you want. And
what's coming next now is autonomous agents,
which I know Sherving and I are working on something
internally at Microsoft too. Yeah, I know. and
and i think on that point and you know you're
wearing such a cool hat that i got to put my
co -pilot hat on too you know i can't be out
done with that cool hat so i was just going to
say that there's so much more to come you know
we're just scratching the surface here so whether
it's agents that are using connectors and apis
or autonomous agents that have triggers that
are automatically being used based on emails
or like documents or new users being added they're
just kind of running in the background we're
going to be building these things and doing more
content for you all so if you are interested
in anything specific let us know but danny again
man thanks so much and you like the hat i like
it you should send me one of those i don't have
that well i got i do have a bottle but oh the
bottle Maybe I'll trade you for the bottle, man.
We'll see. We'll see. All right. Okay. Thank
you. Thanks, Charlie. Thanks, Danny. Thanks,
everybody. Take care. Bye. Bye.