UNLOCKING GROWTH OPPORTUNITIES: A Security-Centric Comparison of Microsoft Copilot and ChatGPT

UNLOCKING GROWTH OPPORTUNITIES: A Security-Centric Comparison of Microsoft Copilot and ChatGPT

The Oasis Group helps many wealth management firms to develop their AI Roadmap, define AI Acceptable Use Policies, and implement AI solutions for their firms. Many firm leaders ask us which generative AI solution they should implement for their firms, and their questions typically focus on Microsoft Copilot and OpenAI’s ChatGPT.

Wealth management firms handle significant amounts of personally identifiable information (PII), and the selection of an AI solution requires careful consideration of not just functionality, but also robust security measures and compliance capabilities. This comprehensive analysis compares these two leading AI platforms, Microsoft Copilot and ChatGPT, across subscription options, costs, security features, and considerations specific to financial services firms.

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