LSEG has introduced a new agent for financial workflows: Workspace AI Search, enabling financial professionals to ask questions in natural language and get fast, verifiable answers. Delivered through a conversational interface, Workspace AI Search brings together LSEG’s financial data and content in a single experience, supporting faster analysis and more flexible exploration.
Financial professionals often need to answer complex questions that span multiple datasets and documents, from fundamentals and pricing to research, filings and news. Today, this typically requires searching across different tools, manually reviewing content, and joining insights across sources.
Workspace AI Search addresses this by enabling users to query LSEG's trusted data, content and differentiated business logic directly, delivering reliable and verifiable answers with transparent citations. It brings together trusted datasets - including market data and filings - alongside exclusive Reuters News, Deals and Aftermarket Research, and applies LSEG’s financial analytics and business logic to connect information and surface relevant insights. Users can retrieve data, screen markets, compare entities, summarise documents and analyse trends, all within a single conversational workflow.
“Workspace AI Search is an AI agent that delivers trusted answers across Workspace, Teams and soon Copilot. Combining frontier AI models with LSEG workflows, governance and compliance controls, it connects licensed content, proprietary data and exclusive sources in a single experience,” says Nej D’Jelal, Group Head of Workflows at LSEG.
The agent supports follow-up questions, allowing users to refine their analysis, explore new angles, and connect insights across datasets without restarting their workflow.
Responses are delivered as summaries, tables or visualisations, with transparent citations that allow users to trace every data point back to its source.
The agent is designed to support everyday workflows where speed and clarity are critical. For example:
- Analysts can ask targeted questions and refine them through follow-up queries to deepen analysis
- Investment professionals can compare companies, markets or datasets and explore relationships across multiple data sources
- Client-facing teams can quickly gather and verify insights across data and content to support real-time discussions
Workspace AI Search also supports more efficient analysis and communication through interactive outputs. Users can generate summaries, charts and tables directly from their queries, refine results through follow-up questions, and export outputs such as tables and visuals for further use.
Workspace AI Search is available within LSEG Workspace and LSEG Workspace in Microsoft Teams today and will soon be available in Microsoft 365 Copilot, enabling users to access AI-powered search and analysis capabilities without leaving their workflow.
By bringing together data, documents and AI-powered analysis in a single interface, Workspace AI Search helps users move more efficiently from searching for information to generating actionable insights, improving speed and consistency across financial workflows.
LSEG Workspace. Step into tomorrow's financial ecosystem.
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