Microsoft Copilot handles generative AI assistance across microsoft 365 apps and enterprise-grade security and privacy for wealth-management firms and other businesses. Like every system in your stack it holds a slice of the firm — customer data, business operations, productivity metrics and user engagement reports — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your Microsoft Copilot agreement permits you to extract, store and reuse, then land activities, documents, meeting summaries and action items over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there Microsoft Copilot data is no longer a silo. It joins your custodial, CRM and planning data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.