Inside Texans Credit Union’s Bet on Cloud and AI at Scale EP | 20

Описание: What does it take for a long‑standing financial institution to bet big on cloud and AI — and do it securely, at scale, in a highly regulated environment?
In this episode of Insight On, host Jillian Viner talks with Ian Beirnes, VP of IT Systems at Texans Credit Union, about their multi‑year journey from aging, on‑premise systems to a cloud‑first, digital workplace built on Microsoft Azure and Microsoft 365. Texans Credit Union is targeting near‑total cloud adoption by mid‑2027, shifting time and energy away from maintenance and toward innovation and automation.

Ian shares how the team expanded from serving the Dallas–Fort Worth metroplex to reaching members in all 254 Texas counties, supported by standardized, agile cloud infrastructure and full‑scale access to Microsoft Copilot. He explains why executive buy‑in was non‑negotiable, how the organization addressed long‑held assumptions about on‑prem security, and why Copilot’s integration with Microsoft Purview gave them confidence to move forward on AI without introducing unnecessary risk.
You’ll hear:

• How Texans Credit Union is planning for nearly 100% cloud‑based operations by mid‑2027
• What changed when they shifted from maintaining hardware to designing for scale, standardization, and member experience
• How a crawl‑walk‑run approach to Copilot adoption created real “hours to minutes” wins for employees
• Why security and permissions were the deciding factors in choosing Copilot over other AI tools

Jump right to…
00:00: Welcome/intro
13:35: Getting started with AI in financial services
14:37: Addressing security and data leakage concerns
14:59: Why Copilot made sense for Texans Credit Union
16:11: Redefining the role of IT partners
16:42: How Insight became a strategic partner
17:53: Measuring transformation outcomes and impact
18:19: Scaling innovation to serve every Texan


Listen now to hear how Texans Credit Union is betting on cloud and AI to serve every Texan, in every county — and what other financial leaders can take from their playbook.

Is your infrastructure up for the job? Take the assessment: https://www.insight.com/en_US/what-we...
👉 Learn more: https://www.insight.com/en_US/campaig...
📩 Have a topic you'd like us to cover? Let us know in the comments.