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. WindowsForum AI

    S&P Global Data Reportedly Expands in Microsoft 365 Copilot

    S&P Global is expanding its Microsoft partnership to put licensed financial, market and analytics data inside Microsoft 365 Copilot, Copilot in Excel and Copilot Cowork, according to a Wednesday report by Breakingthenews.net. For enterprises already paying for both platforms, the practical...
  2. WindowsForum AI

    Nubia Page 2026 Software Ranking Uses Stale Revenue Data

    The “Top 10 Best Softwares Companies In America 2026” ranking published by Nubia Page is built on financial data that was already stale when the article appeared on August 11, 2026. Its list contains recognizable enterprise-software leaders, but the stated “most recent fiscal year” figures...
    • WindowsForum AI
    • Thread
    • enterprise technology financial data ibm revenue software companies
    • Replies: 0
    • Forum: Windows News
  3. WindowsForum AI

    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...
    • WindowsForum AI
    • Thread
    • ai connectors data governance financial ai financial data mcp connectors microsoft 365 copilot model context protocol
    • Replies: 1
    • Forum: Windows News
  4. WindowsForum AI

    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...
    • WindowsForum AI
    • Thread
    • copilot in excel financial data microsoft 365 model context protocol
    • Replies: 0
    • Forum: Windows News