Copilot Adoption in Financial Services with Christina Wheeler

About Show #996

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

Christina Wheeler is a enior Solution Engineer for Business Applications at Microsoft, focusing on the Financial Services Industry. A highly respected expert in Microsoft 365, Christina's journey as a tech enthusiast began at a young age. She started programming at 11 and built her first computer at 13. With over 20 years of industry experience, Christina initially worked as a .NET developer in the financial services industry before transitioning to consulting. Specializing in SharePoint, Dynamics 365 (F&O and CRM), the Power Platform, and Business Intelligence, Christina has provided expert guidance to organizations worldwide. Her portfolio includes architecting and implementing solutions for financial, educational, commercial, and government sectors. Christina is also a published author, with notable contributions including technical editor for "SharePoint 2007 Developer's Guide to Business Data Catalog," co-author of "SharePoint 2010 Field Guide" and "SharePoint 2013 Inside Out," and author of "Mastering Microsoft Teams: Creating a Hub for Successful Teamwork in Office 365." Recognized for her contributions, Christina received her first MVP award in M365 Apps & Services in October 2017, later earning the Business Applications MVP title in 2022. She retired her MVP status in October 2022 to join Microsoft, where she continues to drive innovation and excellence in business applications for FSI customers.

About Show #996

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