Speaker

Adam Wheat

Activities

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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Talks & appearances

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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.

Frontier partners: Accelerating agentic journeys in financial services

2025-11-19 · Microsoft Ignite 2025 Watch

breakout

with Jared Lambert (Microsoft) , Adam Wheat (Morningstar) , Hemanth Sundararaj (Microsoft)

Microsoft

Frontier partners are increasingly using Microsoft technologies to build intelligent agents that tackle the toughest challenges in the financial services industry. Discover how these solutions are transforming customer engagement in financial services.