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Copilot Adoption in Financial Services with Christina Wheeler
Episode 996

Copilot Adoption in Financial Services with Christina Wheeler

What can the financial services sector teach us about adopting Copilot in our organizations? Richard chats with Christina Wheeler about her work at Microsoft, where she helps companies leverage large language model technologies. Christina discusses data security, which is crucial in the financial services industry due to its numerous regulations. The data security mindset of using tools like Purview and Data Loss Prevention helps to carve out data sets that can be used with Copilot. The conversation also turns to the Power Platform arena and Dataverse, tools that make it easy to embrace Copilot. There's a progression of security and capability, from internal apps to assisting staff with online work, to ultimately providing a means for customers to interact with a Copilot. There's a lot to learn, but the tools are there to make it possible!

RunAs Radio · Richard Campbell, Christina Wheeler

August 6, 202535m 34s

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Show Notes

What can the financial services sector teach us about adopting Copilot in our organizations? Richard chats with Christina Wheeler about her work at Microsoft, where she helps companies leverage large language model technologies. Christina discusses data security, which is crucial in the financial services industry due to its numerous regulations. The data security mindset of using tools like Purview and Data Loss Prevention helps to carve out data sets that can be used with Copilot. The conversation also turns to the Power Platform arena and Dataverse, tools that make it easy to embrace Copilot. There's a progression of security and capability, from internal apps to assisting staff with online work, to ultimately providing a means for customers to interact with a Copilot. There's a lot to learn, but the tools are there to make it possible!

Links

Recorded July 7, 2025

Topics

power platformsecuritym365 copilotcopilotdataversepurview