Introducing Zacks AI-Ready Equity Research on Microsoft 365 Copilot

Financial Professionals: Power your answers and deliver instant insights using Zacks' proprietary equity research and data with Microsoft 365 Copilot.

We are bringing Zacks’ award-winning research and data directly into your workflow with enterprise-grade controls. With Microsoft 365 Copilot, you’ll have instant access to Zacks Equity Research AI Agent, allowing you to spend less time searching and more time acting.

What is Zacks Equity Research AI Agent?

Zacks Equity Research AI Agent is now inside of Microsoft 365 Copilot, powered by our own proprietary and independent research, which includes analyst-written reports for 1,100 major companies, quantitative research on an additional 3,500 stocks, plus fundamental earnings, estimates, and broker data.

Using Microsoft 365 Copilot, you can complete all sorts of tasks such as researching and comparing stocks, preparing for earnings calls, generating sector briefings, and executing complex data analysis without leaving Word, Excel, PowerPoint, Outlook, or Teams.

Features and Benefits of Zacks Equity Research AI Agent on Microsoft 365 Copilot

Data Depth & Compliance Confidence

Access Zacks' proprietary research and data – 1,100 analyst-covered companies, quantitative research on 3,500 stocks, plus fundamental earnings, estimates, and broker data – to deliver accurate, reliable information that strengthens client trust and meets compliance needs.

Instant Real-time Data

Ask in natural language and get screens, comparative analysis, and summaries in seconds. Microsoft 365 Copilot pulls Zacks Research and Zacks Brokerage data alongside your core data sources, so you spend less time searching and more time acting.

Seamless Workflow Integration

Effortlessly integrate Zacks’ research—from summary insights to deep data points—directly into your daily Microsoft 365 applications: Word, Excel, PowerPoint, Outlook, and Teams.

Ready to Get Started?

Enable Zacks AI-ready equity research on Microsoft 365 Copilot. Get started here.

Looking to Access Zacks Equity Research AI Agent?

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