Yelena Dobric
Yelena Dobric
Moody's Copilot
For Moody's Copilot, I can only show work I've done, that's publicly available. Here are some notable examples:
1. Adaptive Card
Adaptive Card was one of the products I designed in Moody’s partnership with Microsoft. Target audience were Microsoft clients who use Microsoft Teams. Adaptive Card can be invoked while a user chats in Teams. It can be in a conversation with Moody's Copilot. Or, user can be in a conversation with another person, and invoke Moody's Copilot as a third participant in that chat. User invokes Moody's Copilot and the company name. Like this: "@Copilot about Tesla" and they receive the Adaptive Card that contains firmographic about Tesla, plus Moody's ratings, ESG ratings, latest news summary and suggested follow-up questions from Moody's Copilot.
At Microsoft Inspire as part of Nick Parker's keynote, Bill Borden, CVP Worldwide Financial Services, shared Moody's Copilot, an AI-powered solution that enables analysts to access, query, and collaborate with Moody's vast data sets in real-time.
You can read more about the partnership on:
Microsoft News Center: Moody’s and Microsoft develop enhanced risk, data, analytics, research and collaboration solutions powered by Generative AI.
2. Chat With Your Data
I designed a skill that enables Moody's Copilot users, Moody's employees, an opportunity to query data they uploaded. This tool was custom-made for Moody's employees to interact with large volumes of data, using every day conversational language. CWYD (Chat With Your Data) enhances data accessibility and collaboration, making it easier than ever before to sift through and share the information quickly, saving time and effort. CWYD uses LLMs and RAG (Retrieval Augmented Generation). CWYD outputs are reliable and trustworthy, as it only uses documents you uploaded as sources. The threat of hallucinations is substantially reduced.
Read more in this Investor Relations magazine article. If you cannot access the link, you can view this PDF.
3. Moody's Copilot has been featured in Harvard Business Review
Summary: Why did Moody’s—a legacy financial institution built on risk assessment—move aggressively to adopt generative AI, an unproven
technology? Because leadership calculated that the risk of standing still outweighed the risk of moving fast. Instead of cautious experimentation, Moody’s launched a company-wide transformation grounded in three principles: 1) everyone had to be involved, 2) new ideas should be built upon, not dismissed, and 3) real business impact was the priority. This required a fundamental shift in how transformation was viewed—not as a move toward a fixed goal, but as a continuous process of adaptation. Moody’s example offers lessons for other companies: inaction comes with its own risks, decentralized innovation works, change must be continuous, strategic partnerships matter, and culture drives adoption.
