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Extract key messages in no time

You're a financial analyst at HarborView Capital, where time is always tight during earnings season.

After your initial exploration of AI tools, your manager wants to see how you can apply Microsoft Copilot to real financial tasks. The team is currently reviewing Orion Technologies' latest earnings call to brief portfolio managers before tomorrow's client meeting.

Instead of reading through dozens of pages manually, you'll use Copilot to quickly extract the key messages management emphasized about performance, strategy, or risks.

This exercise is part of the course

AI for Finance

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