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Interactive Checklist

Is Your Firm Using Microsoft 365 Copilot Responsibly?

Copilot can make everyday work faster and easier. But for financial services firms, it also raises important questions about data, governance, and employee adoption.

Take this 5-minute self-check to see where your firm stands – and where you may want to focus next.

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What the self-check covers

  • Strategic Alignment

    Are your use cases and priority users defined and tied to business goals?

  • Data & Information Management

    Can you spot overshared content, manage outdated data, and meet residency requirements?

  • Governance & Protection

    Are permissions, DLP, data classification, and activity monitoring ready for AI?

  • Adoption & Change Management

    Do your people have the training and support to use Copilot well?

Bonus: a ready-to-use Copilot prompt that turns your answers into top priorities, an agenda for your IT and compliance leads, and a quick update for leadership.

Download the Checklist
Is Your Firm Using Copilot Responsibly