RunAs Radio Copilot Adoption in Financial Services with Christina Wheeler
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Aug 6, 2025 In this discussion, Christina Wheeler, a Senior Solution Engineer at Microsoft, delves into the world of Copilot adoption in financial services. She emphasizes the critical role of data security and governance using tools like Microsoft Purview. Christina highlights the transition from traditional systems to Dataverse for better compliance and scalability. The chat also explores how AI tools enhance productivity and customer interactions, showcasing the potential of Copilot to streamline workflows and improve efficiency in the financial sector.
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Enforce Data Security Policies
- Use Microsoft Purview to implement strong data policies and prevent oversharing in tools like SharePoint and Dataverse.
- Apply Power Platform's Data Loss Prevention (DLP) policies to control connector access and secure data flow.
Copilot Adoption Phased Approach
- Copilot first helps employees with smaller, controlled data sets before expanding to large, business-critical workflows.
- Automating tedious tasks with human oversight reduces errors and speeds decision-making in financial processes like loan approvals.
Strategic Copilot Rollout
- Plan a controlled Copilot rollout involving security vetting and training for administrators and makers.
- Avoid panic reactions by enabling features strategically and scaling thoughtfully across the organization.