ABT Blog

Read about mortgage technology solutions topics

Agent 365 governance controls for financial institutions showing DLP Conditional Access audit logging and acceptable use policy requirements before May 1 2026

10 min read

Agent 365 Goes Live May 1: What Financial Institutions Must Govern Before Autonomous AI Enters Your Tenant

In This Article Copilot CoWork Goes Live in Frontier Why Agent 365 Governance Is Different Five Controls to Verify Before May 1 The Data Residency Question Your Regulator Will Ask The Governance Gap Most Institutions Won't Close in Time How ABT...

Read More
FFIEC CAT retirement and NIST CSF 2.0 transition framework for financial institutions

9 min read

FFIEC CAT Is Dead: Your 2026 Examiner Expects NIST CSF 2.0 — Here's the Gap Most Financial Institutions Are Missing

In This Article What Changed: FFIEC CAT Is Officially Retired NIST CSF 2.0: The Six Functions Your Examiner Now Expects The Three Gaps Most Financial...

Read More
Interface security best practices for financial institution platforms showing layered defense architecture for banks credit unions and mortgage companies

7 min read

Interface Security Best Practices for Financial Institution Platforms

In This Article What Interface Security Means for Financial Institution Platforms Top Threats Targeting Client-Facing Interfaces MFA Done Right:...

Read More
How smart interface design prevents regulatory violations at banks credit unions and mortgage companies through compliance-by-design architecture

8 min read

When Compliance Fails, It's Usually the System: How Interface Design Prevents Regulatory Violations

In This Article The Multi-Regulator Enforcement Landscape in 2025-2026 Five Violation Categories That Start with Bad Systems How Interface Design...

Read More
Custom interfaces transforming manual duplicate data entry into automated connected systems for financial institutions — 30% time savings, 99.9% accuracy

9 min read

How Custom Interfaces Eliminate Duplicate Data Entry Across Financial Institution Systems

In This Article What System Interfaces Do and Why They Break The Real Cost of Duplicate Data Entry in Financial Services How Interfaces Eliminate...

Read More
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...

Read More
April 15 Copilot licensing decision timeline for financial institutions

11 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...

Read More
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...

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

7 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...

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

7 min read

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

In This Article What Copilot Cowork Actually Does How Work IQ Makes It Context-Aware What This Means for Credit Unions, Community Banks, and Mortgage...

Read More