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.

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

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

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-do/expertise/modern-infrastructure.html

👉 Learn more: https://www.insight.com/en_US/campaigns/insight/2026-ram-shortage

📩 Have a topic you'd like us to cover? Let us know in the comments.

There are two things most organizations skip when deploying Microsoft Copilot — and they happen to be the same two things that made Charles Schwab's rollout work.

The first: structured discovery work done before a single license goes wide. Not assumptions about what employees need — actual conversations across the business about what's broken, what's too manual, and what no tool has ever fixed. The second: getting IT and security in the room first, not last.

Howard Hecht, managing director of workplace technology at Charles Schwab, led the Microsoft Copilot rollout. He explains the discovery process Insight guided them through, how they structured training in deliberate layers, how they handled the "AI is taking my job" anxiety with data instead of talking points, and the real employee wins that made the case across the organization — including a marketing campaign that went from four weeks to 30 minutes, and a team member with dyslexia who described Copilot as brightening up her day.

If you're planning a Copilot deployment or trying to get more out of one that hasn't landed the way you hoped, this is the blueprint.

JUMP RIGHT TO…

– 00:00 Welcome + cold open: Why the security team got the first Copilot licenses

– 00:47 Introduction and episode overview

– 02:19 The scale: where Schwab is today and where they're headed

– 02:36 What drove the decision to move forward with Copilot

– 04:42 Why Schwab partnered with Insight instead of going direct to Microsoft

– 05:32 The homework no one does — mapping real problems before a single license goes out

– 06:33 Early win: from a four-week campaign to 30 minutes

– 08:10 A second early win: Copilot and accessibility

– 08:48 Addressing the "AI is taking my job" anxiety

– 11:51 The move Howard is most glad they made upfront

– 13:21 What this rollout would have looked like without Insight

– 17:47 Where Copilot puts Schwab ahead of competitors

YOU'LL HEAR ABOUT:

• Why the security team got the first 20 Copilot licenses — and how that single decision changed the entire rollout trajectory

• The discovery process Insight guided Schwab through before any broad deployment

• How they structured training so it built real capability instead of just checking a box

• How to address the "AI is taking my job" anxiety with aggregate data instead of reassurances

• What Howard says he would never skip if he had to do it all over again

🔗 See how Insight can you deploy AI that sticks: Microsoft 365 Copilot

🔗 Explore Insight's Data + AI practice: insight.com/data-and-ai

🎧 Subscribe to Insight On on Spotify, Apple Podcasts, and Amazon Music

🔔 Follow for new episodes every week

Your VMware renewal is coming. Are you ready?

It's been about a year since Broadcom's pricing changes took effect, and for many organizations, the dust has not settled. In this episode of Insight On, host Jillian Viner sits down with Juan Orlandini — Insight's Chief Technology Officer — to get the straight talk on what's working, what's not, and what your team needs to know before you sign anything.

Juan has spent the last year and a half helping clients navigate this transition. He breaks down why knee-jerk migrations are backfiring, what it actually means to unlock the full value of VCF, and how VMware fits into an AI-ready infrastructure strategy. He also walks through what's changed in the partner ecosystem and the one thing you should be doing right now if your renewal is on the horizon.

JUMP RIGHT TO…
00:00 Welcome + intro
00:34 Still reaching for a stiff drink — sticker shock a year later
02:13 From à la carte to a Lego kit: what actually changed
03:46 The knee-jerk migrations that almost universally became painful
04:50 Don't be this person: the costliest mistake organizations are making
05:17 Buy into the vision or keep struggling: Broadcom's true private cloud
06:22 NSX, Aria, vSAN — what's sitting untapped and why
08:32 What orgs getting full value are actually doing differently
09:49 How VMware fits into AI-ready infrastructure
12:33 The partner ecosystem shrank — what to look for now
16:05 How to arm yourself before your next renewal

YOU'LL HEAR ABOUT:
• Why moving from VMware without a real architecture review almost always ends in pain
• The shift from à la carte to the full VCF bundle — and how to make it work for you
• Capabilities most teams aren't using yet — including the AI and GPU fleet management built into the suite
• What a credible VMware partner actually looks like now (and what to stop tolerating)
• The assessment Insight offers — and why Juan says do it even if it's not with us

If your organization is still figuring out whether VMware by Broadcom is the right call, this episode is a must-listen.

🔗 Learn how Insight helps clients navigate VMware strategy: https://www.insight.com
🎧 Subscribe to Insight On on Spotify, Apple Podcasts, and Amazon Music
🔔 Follow for new episodes every week

#InsightOn #VMware #Broadcom #VCF #PrivateCloud #ITInfrastructure #TechDecisions #CloudStrategy #AI #EnterpriseIT #InsightEnterprises