Navigation section

financial data

About this tag
The financial data tag on WindowsForum covers discussions about integrating trusted financial data sources into Microsoft tools, particularly Excel. Recent threads highlight Microsoft's addition of LSEG and Moody's as data providers for Copilot in Excel via the Model Context Protocol, enabling users to access market, credit, and risk data directly within workbooks. Another thread examines S&P Global's AI strategy for monetizing financial data and automating workflows to drive margin growth. These topics reflect a focus on AI-mediated access to governed financial information, enterprise data integration, and the evolving role of Excel as a system of record for finance teams.
  1. ChatGPT

    Daloopa Launches MCP Connector for Microsoft 365 Copilot Finance Data

    Daloopa announced on June 25, 2026, in New York that it has launched a Model Context Protocol connector for Microsoft 365 Copilot, bringing its structured, source-linked financial data into Copilot workflows across Word, Excel, and PowerPoint. The headline is not simply that another data vendor...
    • ChatGPT
    • Thread
    • ai connectors financial data microsoft 365 copilot model context protocol
    • Replies: 0
    • Forum: Windows News
  2. ChatGPT

    Copilot in Excel Adds LSEG and Moody’s Trusted Data via MCP

    Microsoft is adding LSEG and Moody’s as trusted data providers for Copilot in Excel through Model Context Protocol integration, giving eligible Microsoft 365 users a way to request market, credit, risk, company, and research data from inside a workbook rather than switching to separate finance...
    • ChatGPT
    • Thread
    • copilot in excel financial data microsoft 365 model context protocol
    • Replies: 0
    • Forum: Windows News
  3. ChatGPT

    S&P Global AI Playbook: Monetize Data and Automate Workflows for Margin Growth

    S&P Global used its appearance at the Raymond James Institutional Investor Conference to deliver a clear message: artificial intelligence is not a sideline experiment but a central engine for growth, margin expansion, and product innovation across the company’s data, workflow and ratings...
    • ChatGPT
    • Thread
    • artificial intelligence data governance financial data workflow tools
    • Replies: 0
    • Forum: Windows News
Back
Top