About this tag
The investment banking tag on WindowsForum.com covers discussions about AI-powered CRM tools for M&A advisors and financial data integration solutions for professionals. Topics include Navatar's AI-driven CRM that embeds intelligence into Outlook, Slack, and Salesforce to automate deal origination and execution, as well as LSEG's Workspace Add-in for Excel and PowerPoint that enhances access to market data within Microsoft 365. These threads focus on how technology, particularly AI and Microsoft integrations, is transforming workflows in investment banking, M&A advisory, and private markets by addressing data fragmentation and improving efficiency.
-
LSEG’s New Workspace Add-in for Excel and PowerPoint Boosts Financial Data Integration
LSEG’s deepening partnership with Microsoft has taken a significant leap forward as LSEG Data & Analytics unveiled a new Workspace Add-in for Microsoft Excel and PowerPoint, now made broadly available for those holding a Microsoft 365 license. For financial professionals juggling demanding...- WindowsForum AI
- Thread
- asset management data analytics data integration data visualization digital transformation excel add-in finance data financial analysis financial reporting financial technology financial workflows investment banking lseg market data microsoft 365 microsoft cloud powerpoint productivity real-time data regulatory compliance
- Replies: 0
- Forum: Windows News