S&P Global has expanded its collaboration with Microsoft to integrate its AI-ready data directly into Microsoft 365 Copilot, allowing users to query financial and energy intelligence within Excel and other Microsoft tools without leaving their familiar workflows.
The integration uses S&P Global's Deterministic Retrieval solution to ensure results are accurate, cited, and verifiable, supporting faster research, analysis, and decision-making while maintaining transparency and source attribution.
What happened
S&P Global announced an expanded partnership with Microsoft to embed its proprietary data and analytics directly into Microsoft 365 Copilot, including a new Copilot in Excel connector. The integration uses S&P Global's Deterministic Retrieval solution (the Kensho LLM-ready API) to deliver accurate, cited and verifiable results within Microsoft tools users already employ.
Why it matters
As organizations operationalize AI across the enterprise, access to trusted, domain-specific data has become a critical differentiator. This integration lets analysts and researchers conduct company research, financial analysis, transcript intelligence, peer benchmarking and competitive analysis without leaving Microsoft 365, while preserving source attribution and context—reducing manual data preparation and supporting faster, more confident decision-making.
What to watch
The partnership expands on an existing integration of S&P Global Energy AI Ready Data in Microsoft 365 Copilot. Key capabilities include analytics in Copilot in Excel, Copilot-enabled multi-step workflows, industry-specific financial and energy use cases, and a plugin for agentic experiences in Copilot Cowork. The launch follows S&P Global's recent reorganization of its Market Intelligence operating model, which formed the Kensho Data Platforms vertical to deliver AI-native interfaces like Capital IQ Pro.
S&P Global announced an expanded collaboration with Microsoft to integrate its portfolio of AI-ready data, insights, and analytics into Microsoft 365 Copilot and agentic experiences. The partnership gives customers a seamless way to access S&P Global intelligence within Microsoft tools they already use daily, enabling faster research, analysis, and decision-making with information that is transparent, traceable, and grounded in trusted sources.
The integration is powered by S&P Global's AI Data Portal and its Deterministic Retrieval solution (also known as the Kensho LLM-ready API). This technology allows Microsoft 365 Copilot and related experiences to access S&P Global content and deliver accurate, cited, and verifiable results. Rather than forcing users into a standalone AI environment, the solution connects licensed S&P Global content directly to Microsoft 365 Copilot experiences. Key entry points include a Copilot in Excel connector for analyst workflows and a plugin for agentic experiences in Copilot Cowork. The partnership builds on an existing integration of S&P Global Energy AI Ready Data in Microsoft 365 Copilot, significantly expanding the breadth of available intelligence.
Users will be able to apply S&P Global intelligence to company research, financial analysis, transcript intelligence, peer benchmarking, and competitive analysis—all without leaving Microsoft 365. The experience preserves context and source attribution, helping users produce more reliable outputs in AI-enabled workflows. Key capabilities include data connectivity and governance (establishing a secure foundation for accessing S&P Global content), analytics in Copilot in Excel (integrating intelligence directly into modeling, research, and reporting), Copilot-enabled workflows (extending data into multi-step analysis processes), AI-ready data access with source attribution, and industry-specific use cases for financial and energy analysis. Sally Moore, Chief Client Officer and Co-Head of Market Intelligence at S&P Global, said the collaboration is "shaping the next era of AI-ready data and intelligence-driven workflows" by "embedding S&P Global's trusted, high-quality data directly into their workflows" and "unlocking agentic capabilities that turn insight into action." Bill Borden, Corporate Vice President of Worldwide Financial Services at Microsoft, noted that as enterprises move from experimenting with AI to operationalizing it, "access to trusted, domain-specific data becomes a critical differentiator."
The announcement reflects S&P Global's recently announced evolution of its Market Intelligence operating model, which brings together data, AI, software, and workflow capabilities to help customers discover and consume intelligence more effectively. The newly formed Kensho Data Platforms vertical plays a key role 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 addressing a core challenge facing enterprises adopting AI at scale: ensuring that the data underlying AI-generated insights is trustworthy, traceable, and domain-specific. Rather than requiring users to switch between their existing productivity tools and specialized AI environments, the partnership embeds S&P Global's intelligence directly into Microsoft 365—the ecosystem where financial analysts, researchers, and decision-makers already work. This approach reduces friction in adoption and maintains the transparency that regulated industries (particularly financial services and energy) demand.
The enabler is S&P Global's Deterministic Retrieval solution, which ensures that when Copilot queries S&P Global data, results are not only accurate but cited and verifiable—critical for workflows where decisions depend on documented sources. Sally Moore, S&P Global's Chief Client Officer and Co-Head of Market Intelligence, frames this as embedding "trusted, high-quality data directly into workflows" and unlocking "agentic capabilities that turn insight into action." Bill Borden of Microsoft reinforces the enterprise angle: as organizations move from AI experimentation to operationalization, "access to trusted, domain-specific data becomes a critical differentiator." The integration reflects a broader shift toward AI that is grounded in proprietary, governed data rather than general-purpose models.
The launch also signals S&P Global's internal reorganization. The company recently evolved its Market Intelligence operating model to combine data, AI, software, and workflow capabilities, and formed the Kensho Data Platforms vertical specifically to deliver AI-native interfaces (including Capital IQ Pro) that make proprietary intelligence easier to access and act on. This integration is the first major public output of that restructuring.
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