Copilot Adoption In Financial Services With Christina Wheeler RunAs Radio podcast

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Copilot Adoption in Financial Services with Christina Wheeler

6d ago 35:34

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Content provided by Richard Campbell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Campbell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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!

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Recorded July 7, 2025

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996 episodes

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Copilot Adoption in Financial Services with Christina Wheeler

published 6d ago

Share

MP3•Episode home

Content provided by Richard Campbell. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Campbell or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

… continue reading

996 episodes

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