Justin Kirsch

Credit union agentic AI platform comparison and evaluation guide

9 min read

The CU Agentic AI Platform Wars: Eltropy vs Interface.ai vs the Rest

The credit union AI platform market crossed $1.79 billion in 2025, and every major vendor is positioning its product as the answer to member engagement, operational efficiency, and competitive survival. Eltropy now serves 750 financial institutions....

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6 min read

How Microsoft 365 Can Help Lenders Stay Ahead of Regulatory Changes

In this article: Regulatory Challenges Facing Financial Institutions in 2026 How Microsoft 365 Addresses Compliance Requirements Key Microsoft 365...

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Conditional access security policies for financial institutions Microsoft 365

14 min read

Conditional Access Policies for Financial Institutions: 2026 Best Practices

In This Article Why Conditional Access Is the Foundation of Financial Institution Security Baseline Conditional Access Policies Every Financial...

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AI governance compliance framework for financial institutions

14 min read

AI Governance Mandates for Financial Institutions: What the Freddie Mac Bulletin Signals for Banks and Credit Unions

In This Article What Freddie Mac Bulletin 2025-16 Requires Why This Mandate Signals a Shift for All Financial Institutions The Complete Compliance...

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Colorado AI Act compliance countdown for financial institutions with June 30 2026 deadline

11 min read

Colorado AI Act Countdown: 118 Days to Comply

Table of Contents What the Colorado AI Act Requires Does This Law Apply to Your Financial Institution? High-Risk AI in Banking: What Qualifies The...

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M365 security audit checklist for community banks

11 min read

Microsoft 365 Security Audit Checklist for Community Banks

In This Article Why Community Banks Need a Microsoft 365 Security Audit Identity and Access Management Audit (10 Checks) Data Protection Audit (8...

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Cloud migration phased approach for financial institutions

8 min read

Cloud Migration for Financial Institutions: A Phased Approach Without the Headaches

In This Article Why Cloud Migration Matters for Financial Institutions Right Now Map Your Workflows Before You Touch Infrastructure The Interface...

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CRM evaluation framework for financial institutions

7 min read

Stop Falling for CRM Hype: What Smart Financial Institutions Do Differently

In This Article What a CRM Actually Does for Financial Institutions (and What It Does Not) CRM Vendor Tactics That Waste Your Budget Red Flags That...

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Managed IT services dashboard showing security monitoring and compliance controls for financial institutions

6 min read

Managed IT Services for Financial Institutions: What to Evaluate in 2026

In this article: Why Financial Institutions Need Specialized Managed IT Core Capabilities to Evaluate Red Flags That Should End the Conversation...

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12 min read

Regulatory Compliance IT Checklist for Financial Institutions

In This Article The Disclosure Compliance Framework Every FI Needs Four IT Pillars of Regulatory Disclosure Compliance Timing Enforcement: Where...

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