S&P Global Expands Microsoft 365 Copilot Data Integration with AI-Ready Intelligence

S&P Global has expanded its collaboration with Microsoft to integrate AI-ready data and analytics directly into Microsoft 365 Copilot workflows and agentic experiences1

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. This data integration enables financial institutions to access S&P Global intelligence within the tools they already use, streamlining workflows and accelerating decision-making processes.

S&P Global and Microsoft Collaboration Powers AI-Driven Workflows

The expanded partnership connects licensed S&P Global content to Microsoft 365 Copilot experiences through the company's AI Data Portal's Deterministic Retrieval solution, also known as the Kensho LLM-ready API2

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. This integration delivers accurate, cited, and verifiable results directly within Microsoft 365 Copilot, addressing a critical need as organizations increasingly rely on AI to navigate growing volumes of information4

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. Rather than forcing users into standalone AI environments, the solution embeds trusted intelligence into existing workflows, including a Copilot in Excel connector for analyst workflows and a plugin for agentic experiences in Copilot Cowork1

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Financial Analysis and Company Research Within Microsoft 365

Customers can now apply S&P Global intelligence to essential tasks such as company research, financial analysis, transcript intelligence, peer benchmarking, and competitive analysis without leaving Microsoft 3651

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. The integration maintains context and source attribution throughout AI-enabled workflows, helping users produce more reliable outputs3

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. Users can query data, compare entities, and generate analysis within familiar spreadsheet interfaces through Copilot in Excel, integrating S&P Global's essential intelligence directly into modeling, research, and reporting3

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Data Connectivity and Governance Enable Secure Access

The solution establishes data connectivity and governance frameworks that provide a secure foundation for accessing S&P Global content within Microsoft AI experiences3

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. This approach ensures that AI-ready data access maintains source attribution and supports trusted data retrieval for use in Microsoft 365 Copilot3

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. Sally Moore, Chief Client Officer and Co-Head of Market Intelligence at S&P Global, emphasized meeting clients where they work by embedding trusted, high-quality data directly into their workflows and unlocking agentic capabilities that turn insight into action1

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Building on S&P Global Energy AI Ready Data Success

This expansion builds on the existing integration of S&P Global Energy AI Ready Data in Microsoft 365 Copilot2

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. The launch follows S&P Global's recently announced evolution of its Market Intelligence operating model, which combines data, AI, software, and workflow capabilities to better support how customers discover and consume intelligence2

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. This evolution reflects the role of the newly formed Kensho Data Platforms vertical in delivering world-class client interfaces, including Capital IQ Pro, to create more AI-native user experiences and make proprietary intelligence easier to access, connect, and act on3

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. Bill Borden, Corporate Vice President of Worldwide Financial Services at Microsoft, noted that integrating S&P Global's essential intelligence directly into Microsoft 365 Copilot brings the power of data and AI into the flow of work, helping financial institutions make faster, more confident decisions with transparency, context, and traceability at every step1

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. The integration helps customers move from complexity to clarity faster with information that is transparent, traceable, and grounded in trusted sources3

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