Are you adding AI on top of old ways of working or redesigning the workflow itself?
@MorningstarInc redesigned the workflow.
By bringing trusted research directly into
@MSFTCopilot through MCP and combining public-market data with PitchBook private-market intelligence, advisors can trace a company's full journey from early funding to public-market performance in minutes.
But what stands out most is the operating model. Trusted data, governed workflows, and transparent agent activity and an AI Academy building that capability across hundreds of employees.
That is the difference between deploying a tool and transforming how work gets done.
Read the full story below.
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