S&P Global and Microsoft have deepened their partnership by integrating S&P Global's trusted data and analytics directly into Microsoft 365 Copilot, enabling organizations to access financial and energy intelligence without leaving their existing Microsoft tools.
The integration uses S&P Global's Deterministic Retrieval solution to ensure results are cited and verifiable, helping customers move from experimental AI use to operationalized enterprise workflows with transparency and traceability.
What happened
S&P Global announced an expanded collaboration with Microsoft to integrate its data, insights and analytics directly into Microsoft 365 Copilot and agentic experiences. The integration uses S&P Global's AI Data Portal's Deterministic Retrieval solution to allow Copilot to access S&P Global content with cited, verifiable results. New capabilities include a Copilot in Excel connector for analyst workflows and a plugin for agentic experiences in Copilot Cowork.
Why it matters
As organizations adopt AI across their enterprise operations, access to trusted, domain-specific data becomes critical. By embedding S&P Global's intelligence directly into the Microsoft 365 tools customers already use—rather than requiring a separate AI environment—the integration allows financial professionals to conduct company research, financial analysis, and competitive benchmarking without leaving their familiar workflows. This reduces manual data preparation and supports faster, more transparent decision-making.
What to watch
Customers can now apply S&P Global intelligence to tasks such as financial analysis, transcript intelligence, peer benchmarking and competitive analysis within Microsoft 365, with full context and source attribution maintained to help produce more reliable AI-enabled outputs.
S&P Global announced an expanded collaboration with Microsoft to embed S&P Global's data, insights and analytics directly into Microsoft 365 Copilot and agentic experiences. The integration gives customers a seamless way to access S&P Global intelligence within the Microsoft tools they already use daily, moving from complexity to clarity with information that is transparent, traceable and grounded in trusted sources.
The collaboration is powered by S&P Global's AI Data Portal's Deterministic Retrieval solution (also known as the Kensho LLM-ready API), which enables Microsoft 365 Copilot and related experiences to access S&P Global content with accurate, cited, and verifiable results. Sally Moore, Chief Client Officer and Co-Head of Market Intelligence at S&P Global, stated: "Our collaboration with Microsoft is shaping the next era of AI-ready data and intelligence-driven workflows. We are meeting clients where they work, embedding S&P Global's trusted, high-quality data directly into their workflows and unlocking agentic capabilities that turn insight into action and enable faster, more informed decision-making."
Building on existing integration of S&P Global Energy AI Ready Data in Microsoft 365 Copilot, the expanded collaboration brings S&P Global capabilities into the Microsoft ecosystem in ways that support how customers currently work. Rather than placing data into a standalone AI environment, the solution connects licensed S&P Global content directly to Microsoft 365 Copilot experiences, including a Copilot in Excel connector for analyst workflows and a plugin for agentic experiences in Copilot Cowork. Bill Borden, Corporate Vice President, Worldwide Financial Services at Microsoft, said: "As organizations move from experimenting with AI to operationalizing it across the enterprise, access to trusted, domain-specific data becomes a critical differentiator."
Customers will be able to apply S&P Global intelligence to tasks such as company research, financial analysis, transcript intelligence, peer benchmarking and competitive analysis without leaving Microsoft 365. The experience maintains context and source attribution, helping users produce more reliable outputs in AI-enabled workflows. Key capabilities include data connectivity and governance for secure access to S&P Global content; analytics in Copilot in Excel that integrate S&P Global intelligence directly into modeling, research and reporting; Copilot-enabled workflows that extend S&P Global data into multi-step analysis processes; AI-ready data access with source attribution; and industry-specific use cases supporting financial and energy analysis within Microsoft 365 environments.
The launch follows S&P Global's recently announced evolution of its Market Intelligence operating model, which brings together data, AI, software, and workflow capabilities. It also reflects the role of the newly formed Kensho Data Platforms vertical in delivering world-class client interfaces such as Capital IQ Pro, to create more AI-native user experiences and make proprietary intelligence easier to access, connect, and act on.
S&P Global and Microsoft are responding to a market shift in enterprise AI adoption. Organizations are moving beyond experimental pilots toward operationalizing AI across entire business operations, and the quality and traceability of underlying data have become essential differentiators. By embedding S&P Global's trusted intelligence directly into Microsoft 365 Copilot—the productivity platform where financial professionals and analysts already work—the collaboration eliminates friction: users no longer need to switch between systems or manually prepare data for AI workflows.
The technical foundation is S&P Global's Deterministic Retrieval solution, which ensures that Copilot returns accurate, cited, and verifiable results. This addresses a fundamental challenge in enterprise AI: customers need not just speed, but confidence that their AI-driven insights are grounded in reliable sources. The integration includes a dedicated Copilot in Excel connector for traditional analyst workflows and agentic capabilities within Copilot Cowork for multi-step analysis, reflecting how different roles consume intelligence in financial services.
The announcement also reflects S&P Global's internal reorganization: the newly formed Kensho Data Platforms vertical is tasked with creating AI-native user experiences and making proprietary intelligence easier to access and act on. This partnership with Microsoft is the first major customer-facing product of that strategy shift.
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