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Scenario 23

Capital markets risk review with Microsoft 365 Copilot

ZAVA Capital Markets uses Microsoft 365 Copilot to support key risk and advisory workflows. Analysts can review trading risk, P&L movement, VaR utilization, settlement fails, and counterparty exposure more efficiently.

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Key Features

Reviews trading risk and exposure data in Excel with Copilot

Summarizes meetings and action items in Teams with Copilot

Creates risk briefings in Word with Copilot

Drafts advisory emails in Outlook with Copilot

Builds leadership presentations in PowerPoint with Copilot

Answers risk questions using Copilot Agent Builder

Solution Architecture

Design a solution architecture using Microsoft 365 Copilot and intelligent AI agents to support ZAVA Capital Markets risk, compliance, and advisory workflows with approved knowledge sources and governance guardrails.

Technologies Used

M365 Copilot