Use Global FinReg in Microsoft 365 Copilot

The Global FinReg LEI agent works in Microsoft 365 Copilot, so your team can look up, register, renew and transfer Legal Entity Identifiers (LEIs) from Copilot in Teams, Outlook and the Microsoft 365 app.

Get the Global FinReg agent for Copilot

For users

No Microsoft 365 Copilot licence is needed: the agent also works in the free Microsoft 365 Copilot Chat. Each person signs in with their own Global FinReg account.

  1. Open Microsoft 365 Copilot Chat in Teams, Outlook or at m365.cloud.microsoft.
  2. Choose the Global FinReg LEI agent under Agents. If you don't see it, ask your Microsoft 365 administrator to add it.
  3. Ask your first question and sign in to your Global FinReg account when Copilot asks you to.

For Microsoft 365 administrators

The agent is being published in the Microsoft Agent Store. Until then, email info@globalfinreg.com and we will send you the agent package.

  1. In the Microsoft 365 admin center, go to Agents and check under Settings that agents from external publishers are allowed.
  2. Find Global FinReg LEI in the Agent Store, or upload the package we send you.
  3. Make the agent available to everyone or to selected users and groups.

No Global FinReg account yet? Create one on our website, or ask the assistant to create one for you.

Try it

Once connected, ask things like:

  • "Find the LEI for Novo Nordisk A/S"
  • "List my LEIs and tell me which are due for renewal"
  • "Renew the LEI for my holding company and send me the invoice"
  • "Register a new LEI for my company"
  • "Transfer my LEI to Global FinReg"

What you can do

  • Search the global LEI database by company name or LEI number
  • See your LEIs and which are due for renewal
  • Renew an LEI, with the price shown before you confirm
  • Register a new LEI, including document upload and power of attorney signing
  • Transfer an LEI to Global FinReg from another provider
  • Download invoices and follow the status of your orders
  • Verify your company on Concordium with your Global FinReg LEI

The assistant always shows the price and asks for your confirmation before placing an order. Card payments go through a secure Global FinReg payment link: the assistant never asks for your card details.

Security and privacy

  • You sign in directly with Global FinReg. The assistant never sees your password.
  • The assistant can only access the LEIs and orders on the account you sign in with.
  • You can disconnect Global FinReg in the assistant's settings at any time.

Also available in

All AI integrations →

Questions?

Our team is happy to help you get connected. Email us at info@globalfinreg.com

Customer Service

We are here to help you!