Zacks Investment Research Brings AI-Ready Equity Research to Microsoft 365 Copilot

Core Insights - Zacks Investment Research has launched the Zacks Equity Research Agent for Microsoft 365 Copilot, integrating its research and data into Microsoft 365 workflows, enhancing enterprise-grade controls [1][4] - This integration allows financial professionals to access Zacks' proprietary equity research and datasets directly within Microsoft applications, improving efficiency and speed in research tasks [2][5] Product Features - The Zacks Equity Research AI Agent provides access to analyst-written reports for 1,100 major companies and quantitative research on an additional 3,500 smaller firms, along with fundamental earnings, estimates, and broker data [3][8] - Users can perform various tasks such as researching and comparing stocks, preparing for earnings calls, and generating sector briefings without leaving Microsoft applications like Word, Excel, PowerPoint, Outlook, or Teams [5][8] Strategic Partnership - The partnership between Zacks and Microsoft aims to streamline workflows for financial professionals, enabling them to access trusted information quickly and efficiently [4][5] - The integration is positioned as a significant advancement in the AI era, enhancing the capabilities of financial professionals [4]