LSEG this week rolled out Company Intelligence, an AI agent inside its Workspace platform that can assemble a structured company briefing in seconds. The feature is live now in Workspace, but the change that matters most for Windows-based financial workflows is still ahead: native support within Microsoft Teams, which LSEG says is coming “soon.”
What’s inside LSEG Company Intelligence
Company Intelligence isn’t a standalone app or a general-purpose chatbot. It’s a reporting layer built on top of LSEG’s existing financial and market data — the same licensed content, proprietary datasets, and financial frameworks that analysts and bankers already use inside Workspace. The agent pulls together a single, coherent view of a company that covers share-price performance, key financials, peer comparisons, analyst research, deals, corporate events, and ownership data. It also generates AI-driven summaries from Reuters News and company transcripts.
Users can customize what appears in the report. You can manually select the data points you want, or use natural-language instructions to tell the agent what to focus on. Those preferences are saved and applied to future reports, so every briefing you produce starts with the same foundation. The output is exportable to PDF or Word for distribution, and the underlying tables and financial data can be sent straight to Excel — a natural fit for teams that already build client materials, meeting prep packs, and internal research notes inside Microsoft 365.
LSEG positions the tool primarily for relationship managers, bankers, analysts, and investment teams. A banker heading into a client meeting could generate a fact-based snapshot in moments rather than flipping between multiple Workspace screens and external documents. An investment team could circulate a short, consistent briefing rather than having each analyst pull numbers independently. And because the output is “auditable,” as LSEG emphasizes, there’s a clear trail back to source data — a non-negotiable requirement in regulated environments.
Why the Teams integration matters for Windows users
For Windows shops, the real turning point will be the Microsoft Teams integration. LSEG Workspace already has a presence in Teams — users can access Workspace data and workflows without leaving the collaboration client. What’s missing is the ability to fire up a Company Intelligence report from within a Teams channel or chat, share it with colleagues, and keep the whole workstream in one place.
That’s what LSEG says is coming. Once Company Intelligence lights up inside Teams, a relationship manager could, for example, pull up a company overview during a client call without toggling to a separate heavy desktop application. A deal team could co-author a briefing in a Teams channel, pulling in the AI-generated report as a starting point, then exporting it to Word or PowerPoint right from Microsoft 365. LSEG hasn’t given a precise release date and hasn’t said whether the feature will be available across all Workspace subscription tiers. But the direction is clear: this is about reducing context-switching for financial professionals who already spend most of their day inside Microsoft’s productivity suite on Windows.
The impact goes beyond convenience. When a bank or advisory firm standardizes on a tool like this, junior analysts and associates — the ones who traditionally spend hours assembling these snapshots — can shift to higher-value work. The AI doesn’t eliminate the need for human judgment; it just shortens the distance between a question (“What do I need to know about this company?”) and a reliable, data-backed answer.
How we got here: LSEG’s AI push on Microsoft’s stack
LSEG (the group that includes Refinitiv) and Microsoft announced a wide-ranging strategic partnership in December 2022. A core part of that deal involved migrating LSEG’s data platform to Microsoft Azure and co-developing new products on top of Microsoft’s cloud and AI infrastructure. LSEG Workspace in Teams was one of the earliest deliverables, bringing market data and analytics into the collaboration hub where many financial professionals already managed their communications and documents.
Company Intelligence is a logical next step. Over the past eighteen months, Microsoft has aggressively embedded AI copilots across its ecosystem, while LSEG has been building purpose-built agents for specific financial workflows. Company Intelligence isn’t a generic copilot; it’s tightly scoped to a single repetitive task: producing a structured company briefing. That narrow focus makes it easier to ensure the output is consistent and tied to licensed, traceable data — a critical distinction from broad chatbots that might hallucinate or cite unverified sources.
The tool also arrives at a moment when financial firms are increasingly comfortable with AI-generated summaries of news and earnings transcripts, provided those summaries can be traced back to the original text. LSEG explicitly calls the reports “auditable,” signaling that the underlying numbers and text come from its own authenticated feeds. That trust factor will likely determine how quickly regulated institutions adopt the feature.
What should financial teams on Windows do now?
If your firm already has LSEG Workspace, you can try Company Intelligence today. The agent is accessible from the Workspace search bar — just enter a company name or ticker and ask for a briefing. Start with a company you know well so you can judge the output against your own analysis. Test the customization options: tweak the report by selecting specific data categories or giving natural-language instructions like “focus on M&A activity over the last 12 months.” Export the report to Word or Excel and see how it holds up in your existing workflows.
For Teams users, the wait for Company Intelligence shouldn’t stop you from preparing. LSEG hasn’t announced any changes to the existing Workspace Teams app, so it’s reasonable to assume the new agent will appear as an additional capability within that app, not as a separate install. IT admins responsible for the Microsoft 365 environment may want to start evaluating permission models now: who should be able to generate reports, and how will the output be shared inside Teams channels? Because the data exported to Office formats can easily be forwarded, governance around AI-generated financial content should be part of any rollout plan.
A note of caution: AI-generated summaries of news and transcripts are a shortcut, not a substitute for reading the original source material. LSEG itself flags the output as a starting point. Before you make a recommendation or communicate externally, review the underlying reporting, disclosures, or research yourself. The AI can save you time, but the accountability remains with the human.
Outlook: AI agents become the new normal in finance
LSEG isn’t the only financial data provider adding AI agents to its platform, and Microsoft Teams is emerging as the default surface for many of them. Expect to see more narrowly tailored agents for specific tasks — peer analysis, model updates, compliance checks — delivered through the same Workspace-plus-Teams pipeline. For Windows users, that means a steady stream of AI capabilities showing up inside the apps they already use, with less need to bounce between specialized terminals.
The near-term question is how quickly LSEG delivers the Teams integration and whether it will be as seamless as the standalone Workspace experience. Financial professionals on Windows should keep an eye on LSEG’s updates and be ready to test the feature as soon as it lands. The real payoff won’t be in the technology itself, but in the hours it returns to analysts and bankers who have been stitching company briefings together manually for years.