Copilot Immersion Experience for Banking Leaders
Prepare for executive reviews, analyze business trends, and communicate decisions with Microsoft 365 Copilot.
Skip to content
Welcome to the Copilot Immersion Experience for Banking Leaders
A focused, 90-minute experience built around practical leadership workflows for commercial banking executives.
This experience uses lightweight, adaptable materials to help you move from business context to executive action with Microsoft 365 Copilot. You will prepare for a leadership review, investigate forecast trends, and turn your findings into a concise update for senior leaders.
Keep the experience grounded. Use only features enabled in your environment, work with approved content, review cited sources, and validate important facts and calculations before sharing an output.
Immersion materials
Start with prompting fundamentals, complete the participant lab, keep the prompt library nearby, and use the trainer guide to prepare the optional agent demonstration.
🏦Commercial Bank LabPrepare for an executive review, analyze a forecast workbook, and draft a leadership-ready update.Start the lab →💬Executive Prompt LibraryCopy-ready prompts for meetings, portfolio and risk reviews, communications, and Excel analysis.Explore prompts →🧭Chief of Staff AgentBuild and validate a lightweight role-based agent for a focused executive workflow demonstration.Open the guide →✨Prompting Best PracticesBuild stronger prompts with a clear goal, context, sources, and expectations.Learn the pattern →
Sample workbook
The Excel activity uses the sample workbook at aka.ms/sampleExcel2. Download it, save or upload it to OneDrive, and open the OneDrive copy before using Copilot in Excel.
Copilot Chat Top Tips
Use these practical reminders to get clearer, more useful results from Microsoft 365 Copilot Chat.
Copilot Chat includes powerful shortcuts and controls that help users reference organizational content, engage agents, save and reuse prompts, schedule automated requests, and personalize how Copilot works for you.
