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Justin Kirsch

Online mortgage lenders managed IT on Microsoft 365 and Microsoft Azure

14 min read

Secrets of the Best Online Lenders: What They're Doing with Managed IT Services That You're Not

In This Article The Competitive Landscape: Why Most Online Lenders Are Losing Five Managed IT Advantages Best-in-Class Lenders Use The Microsoft 365 and Microsoft Azure Stack for Online Lenders Tier-1 Microsoft CSP Economics vs DIY IT or Generalist...

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Always audit-ready with Encompass and Calyx plus Microsoft 365 Purview Audit for mortgage lenders

15 min read

Always Audit-Ready: Using Encompass & Calyx to Keep Compliance Locked Down

In This Article Audit Readiness Is a Daily Discipline, Not a Quarterly Scramble Encompass Audit Features That Examiners Actually Verify Calyx Point...

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12 min read

Building a Compliant IT Framework for Community Banks and Credit Unions

What You'll Learn The Regulatory Landscape Banks and Credit Unions Face in 2026 Five Pillars of a Compliant IT Framework The Cost of Getting It Wrong...

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8 min read

Data Loss Prevention for Financial Institutions: The Technology Gap Most Banks Ignore

What You'll Learn Why DLP Is No Longer Optional for Financial Institutions How DLP Works Inside a Microsoft 365 Banking Environment The AI Data...

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AI vendor risk management concept showing interconnected financial technology systems

13 min read

FHFA Drops Anthropic: What AI Vendor Risk Means for Financial Institutions

In This Article What Happened: FHFA Terminates Anthropic AI Contract Why Financial Institutions Should Pay Attention The AI Governance Gap Across...

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19 min read

Smarter Access, Safer Audits: Using Just-in-Time Admin for Financial Compliance

 In This Article Why Standing Admin Access Is the Examiner's First Question What Just-in-Time Admin Access Actually Is The Microsoft Entra PIM...

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Microsoft 365 for Financial Institutions: The Complete 2026 Guide

9 min read

Microsoft 365 for Financial Institutions: The Complete 2026 Guide

In This Article Security: Protecting Customer and Member Data Compliance: FFIEC, BSA/AML, and State Requirements Communication: Connecting Branches,...

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15 min read

LOS Interface Customization for Financial Institutions

In This Article Why Interface Design Drives Lending Speed The LOS Landscape: Banks, Credit Unions, and Mortgage Companies Custom vs Default...

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Microsoft Copilot for Financial Institutions: The 2026 Deployment Guide

15 min read

Microsoft Copilot for Financial Institutions: The 2026 Deployment Guide

In This Article Why Financial Institutions Need a Copilot Strategy in 2026 What Copilot Actually Does Inside Microsoft 365 Agentic AI: The Next Wave...

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OWASP Top 10 for Agentic AI security framework mapped to financial institution scenarios

14 min read

OWASP Top 10 for Agentic AI: What Every Financial Institution CISO Needs to Know

On December 10, 2025, OWASP released the first security framework built specifically for AI systems that can take autonomous actions. The OWASP Top...

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