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Adam Wheat

Speaker

Adam Wheat

2

talks

CTO Morningstar

CTO and Head of Data & Research Solutions at Morningstar. I’ve spent my career at the intersection of investments and finance, and am focused on propelling Morningstar’s mission to empower investors into an AI-driven future.

Bio from: Microsoft Ignite 2025

Frequent Collaborators

Hemanth Sundararaj Microsoft 2 Jared Lambert Microsoft 2

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Microsoft Ignite 2025 2

Talks & appearances

2 activities · Newest first

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Becoming frontier: Accelerating agentic journeys in financial services

Becoming frontier: Accelerating agentic journeys in financial services

2025-11-19 · Microsoft Ignite 2025 Watch
breakout
with Adrian Crockett (Edward Jones) , Jared Lambert (Microsoft) , Adam Wheat (Morningstar) , Hemanth Sundararaj (Microsoft)
Microsoft

Financial services firms are increasingly building agents with Microsoft technologies, solving the hardest and most important challenges today. Learn how you can use CoPilot Studio to not only build intelligent, agentic solutions that transform customer engagement for financial services industry, but also help you shrink time to market.