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Justin Kirsch

Microsoft Purview Data Loss Prevention dashboard for banks, credit unions, and mortgage companies showing all six DLP locations with Microsoft 365 branding

15 min read

DLP and the Role of Technology in Modern Financial Compliance

In This Article The Productivity Stake DLP Actually Protects The Regulatory Landscape for DLP at a Financial Institution The DLP Categories Banks, Credit Unions, and Mortgage Companies Need Microsoft Purview DLP Architecture: How the Pieces Fit...

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The Blueprint for a Fully Connected Microsoft 365 Workflow in Financial Services

10 min read

The Blueprint for a Fully Connected Microsoft 365 Workflow in Financial Services

In This Article What a Connected Microsoft 365 Workflow Looks Like The Five Microsoft Tools That Power Financial Operations Stage 1: Client...

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Build Your First AI Agent in 15 Minutes - Microsoft Copilot Studio tutorial for financial institutions

9 min read

Build Your First AI Agent in 15 Minutes

In This Article Why AI Agents Are the Next Copilot Frontier The IT Help Desk Agent: Your Best First Build Build It: Step-by-Step in Copilot Studio...

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Tier-1 Microsoft CSP managing broker-dealer compliance across affiliated entities, Lighthouse-managed deployment delivering audit-ready evidence for FINRA examiners.

16 min read

Deploying Microsoft Lighthouse for Broker-Dealer Compliance Standardization

In This Article What Microsoft 365 Lighthouse Is and Why Broker-Dealers Should Care The Broker-Dealer Regulatory Landscape: FINRA, SEC, and MSRB...

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Excel zero-click vulnerability CVE-2026-26144 weaponizes Copilot Agent for data exfiltration

12 min read

New Excel Zero-Click Vulnerability Lets AI Agents Steal Your Data

In This Article What CVE-2026-26144 Actually Does The Attack Chain: Old Bug, New Weapon Why Financial Institutions Face Higher Risk Four Steps to...

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Copilot Cowork autonomous AI agent executing multi-step tasks across Microsoft 365 apps for financial institutions

6 min read

I Gave Copilot ONE Prompt — It Did 6 Hours of Work

In This Article What CoWork Actually Does The Multi-Model Architecture Pricing and Availability What Your Governance Team Must Lock Down Frequently...

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Gartner Copilot Security Risks: 5 governance gaps financial institutions must address

12 min read

Gartner Just Named 5 Copilot Security Risks — Here's What Financial Institutions Need to Know

In This Article The 66-Point Governance Gap The Five Copilot Security Risks Gartner Identified The CVE Evidence Trail Why Financial Institutions Face...

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April 15 Copilot licensing decision timeline for financial institutions

12 min read

Every Version of Microsoft Copilot Explained: What Changes April 15 and What It Means for Your Institution

In This Article Every Version of Copilot, Explained What Basic vs. Premium Actually Means The Complete Pricing Guide for Financial Institutions Four...

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10 min read

Why Automated Mortgage Processing Fails - And How Managed IT Can Fix It

In This Article Why Automated Mortgage Processing Falls Short The AI Governance Gap: A New Failure Mode How Managed IT Services Fix These Problems...

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14 min read

User Experience in Online Mortgage Banking: The Role of Infrastructure, APIs, and Latency

In This Article Mortgage UX: What Borrowers Expect vs What Most Lenders Deliver The Three Pillars ABT Operates: Azure, API Management, and...

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