Fintech

Syrto AI: ‘financial intelligence’ comes to the workplace with Microsoft Copilot

The Syrto platform introduces a new tool integrated directly into the workflow to make financial analysis accessible and support decision-making processes

2' min read

Translated by AI
Versione italiana

2' min read

Translated by AI
Versione italiana

Imagine being able to find out how a company is performing or analyse an entire sector simply by chatting with a chatbot. This is the aim of Syrto AI, a new tool developed by the ‘financial intelligence’ platform Syrto in collaboration with Microsoft. This innovation, which brings a tool previously reserved for analysts directly into Microsoft Copilot, was unveiled on 26 June at Microsoft’s headquarters in Milan, with the participation of Banca Sella, BIP and Moresi.

A platform to support decision-making

The idea behind the Syrto platform stems from the need to organise and summarise the vast amount of data required to support decision-making processes, identifying the best opportunities in the markets through artificial intelligence. Syrto’s data ecosystem comprises structured information on over a million Italian companies, covering business activities, financial statements, ownership structures, governance and predictive indicators. This wealth of information was previously reserved solely for experts via the Syrto Next platform, but today, thanks to Syrto AI, it has become accessible to everyone.

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“Once the platform had been developed, we realised that sales representatives, private bankers, insurance brokers and even journalists themselves would find it useful to have access to this wealth of information,” explains Syrto’s CEO Edoardo Fariello. “So we integrated this entire ecosystem of data and features into a connector that links directly to the company’s systems, specifically Copilot.”

Our partnership with Microsoft

“We hit it off straight away with Microsoft because, with Copilot, they are building an infrastructure for businesses that is designed to manage governance, compliance and security,” says Fariello, “and we are the perfect partner because we are a real-world application that delivers an immediate competitive advantage.”

The integration with Copilot means you always have a tool at your disposal that can match company data to your specific needs, via a conversational interface. “The result is that anyone within a company can make requests such as ‘carry out an in-depth analysis of this company’ or ‘find all related companies’ and get the answers directly within their workflow,” continues Fariello. “In these operations, Copilot takes the data from us and does what generative AI does best: interpreting requests in relation to the person making them, because it knows them and understands what they need.”

The future of financial intelligence

Looking ahead, Syrto aims to further expand the platform’s potential with new data and new features. “We have two main objectives in mind,” says the CEO. “The first is to extend our data set to Europe, enabling users to carry out research and analyses across the entire continent. “The second is to work on the outlook front, enabling users to create company forecasts. These are the two main areas of development we are pursuing.”

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