Microsoft Teams

Overview

Microsoft Teams is a comprehensive collaboration platform that integrates chat, video meetings, file storage, and application integration within the Microsoft 365 environment. As an approved communication tool for financial advisers, Teams provides a secure and compliant way to collaborate with clients and colleagues.

• Client Meetings: Conduct secure video conferences with clients for regular reviews, strategy discussions, and financial planning sessions.
• Internal Collaboration: Facilitate team discussions, document sharing, and project management among advisory staff.
• Document Sharing: Securely share and co-edit financial plans, statements, and presentations with appropriate permissions.
• Compliance Recording: Maintain records of client communications for regulatory compliance purposes.
• Calendar Integration: Schedule and manage appointments directly within the Microsoft ecosystem.

Microsoft Copilot Integration

As an approved AI tool, Microsoft Copilot enhances productivity while maintaining compliance:

• Meeting Summaries: Generate concise summaries of client meetings with key points and action items.
• Document Analysis: Quickly analyze financial documents and extract relevant information.
• Draft Communications: Create preliminary emails and messages for client communications.
• Research Assistance: Gather relevant information and insights for financial planning.

Microsoft Teams, including its transcription and Copilot features, is fully approved for use by financial advisers within our licensee network. All data is processed in accordance with Australian regulatory requirements, and Microsoft's enterprise-grade security ensures client information remains protected.