AI Agent & Copilot
  • Home
  • Exclusives
  • Podcast
  • Microsoft Analysis
  • Reports
  • Events
    • 2026 Event
    • 2025 Event Videos
  • Tech Analysts
  • Summit NA
  • Partner Executive Summit
  • AI Agent & Copilot Summit
AI Agent & Copilot
  • Exclusives
  • Podcast
  • Microsoft Analysis
  • Reports
  • Events
    • 2026 Event
    • 2025 Event Videos
  • Tech Analysts
  • Login / Join

    A confirmation code will be emailed when setting up your account or resetting your password—check spam if needed.no-reply@dynamicscommunities.com

AI Agent & Copilot
  • Login / Join

    A confirmation code will be emailed when setting up your account or resetting your password—check spam if needed.no-reply@dynamicscommunities.com

Home » AI Agent & Copilot Podcast: In Financial Services, AI Means ‘All In’
AI and Copilots

AI Agent & Copilot Podcast: In Financial Services, AI Means ‘All In’

Tom SmithBy Tom SmithFebruary 7, 2025Updated:September 29, 20252 Mins Read
Facebook Twitter LinkedIn Email
To adjust the volume hover the cursor over the volume bar
Share
Facebook Twitter LinkedIn Email


Welcome to the AI Agent & Copilot Podcast, analyzing the latest AI Copilot and agent developments. In this episode, Tom Smith reviews last week’s Microsoft AI Tour in New York, and some key takeaways from agent and copilot customers.

Highlights

00:17 — Last week’s Microsoft AI Tour in New York City served up rich examples of financial industry giants going “All In” on AI. The most detailed account came from BNY and CIO Leigh-Ann Russell, who said the bank has  50,000+ employees with access to its AI assistant while 22,000 are fully trained and 50% of that latter number are sufficiently advanced in its usage that they are building agents. Thousands of employees building agents: that’s a real eye-opener. Plus, 80% of the bank’s software developers are using GitHub Copilot daily.

AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.

02:06 — Another speaker was Angie Ruan, CTO, capital access platforms at Nasdaq, who laid out her firm’s five pillars for AI initiatives. They include: data management, cloud, security, governance, and cultural transformation

While Ruan called out data management as the “most fundamental” priority, she, BNY’s Russell and others strongly emphasized the role of culture and the need to actively pursue organizational change management to realize success. These insights set the stage nicely for AI Agent and Copilot Summit taking place March 17-19.


agent ai agent AI Agent and Copilot Podcast copilot Customer Service featured Featured Highlights finance Microsoft
Share. Facebook Twitter LinkedIn Email
Analystuser

Tom Smith

Analyst
Cloud Wars, Agent and Copilot

Areas of Expertise
  • LinkedIn

  Contact Tom Smith ...

Related Posts

Layered Approach to Deploying Tools Across AI, Microsoft Ecosystem Drives Best Results

March 12, 2026

AI Agent & Copilot Podcast: Mark Polino on Closing the AI Security Gap

March 12, 2026

Microsoft-Anthropic Ties Reinforce Model Choice and Flexibility Commitment

March 11, 2026

Microsoft Copilot Tasks: Microsoft Pushes Copilot from Chatbot to Personal AI Agent

March 11, 2026
Add A Comment

Leave A Reply Cancel Reply

You must be logged in to post a comment.

AI Agent & Copilot Summit

Hilton La Jolla Torrey Pines
      San Diego, CA
March 17-19, 2026

The 2nd annual AI Agent & Copilot Summit will welcome 750+ business & technology leaders for main stage & masterclass sessions to define the opportunities, impact, and outcomes of AI business solutions. Register Now

Recent Posts
  • Layered Approach to Deploying Tools Across AI, Microsoft Ecosystem Drives Best Results
  • AI Agent & Copilot Podcast: Mark Polino on Closing the AI Security Gap
  • Microsoft-Anthropic Ties Reinforce Model Choice and Flexibility Commitment
  • Microsoft Copilot Tasks: Microsoft Pushes Copilot from Chatbot to Personal AI Agent
  • How AI Agents and Copilot Are Transforming Dynamics 365 Business Central

  • Newsletter
  • Event Sessions
  • AI Reports
  • Exclusive Interviews

Join Today

Advertisement
AI Agent & Copilot
  • Home
  • Privacy Policy
  • Contact Us
  • AI Agent & Copilot Summit
© 2026 AI Agent and Copilot

Type above and press Enter to search. Press Esc to cancel.