Most of the buzz around AI and financial modelling centres on Claude, but many organisations do not allow access to it. If your organisation runs on the Microsoft ecosystem, there’s a good chance Copilot is already sitting on your desktop, ready to go.
Watch this hybrid meetup to hear from Microsoft MVP and financial modeller, Tim Heng, who shows us how to put Copilot to work across the model build and review process, freeing up your time to focus on the parts of the job that actually need your judgement. Tim covers custom skills and rules sheets, how to build a financial modelling skill so Copilot follows your standards, using Copilot to explain complex formulas, how it compares with Claude, and why prompt injection is something every modeller should know about.
★ Download the accompanying files
★ Follow Tim Heng on LinkedIn
★ Follow Danielle Stein Fairhurst on LinkedIn
★ Register for another Virtual Meetup
