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

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