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A credit union professional reviewing email on a laptop with a Microsoft 365 security shield deflecting a phishing attack

15 min read

Security Awareness Training for Financial Institutions

In This Article The control with no dashboard: your people Why your staff is the most-attacked control at a financial institution The training your regulator actually requires Why annual click-through training fails the exam and the attacker The...

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Restricted SharePoint Search retirement and the Microsoft 365 Copilot oversharing deadline for financial institutions

13 min read

Microsoft Is Retiring Restricted SharePoint Search: The Copilot Oversharing Deadline for Financial Institutions

Microsoft is retiring Restricted SharePoint Search (MC1395311) by January 31, 2027, and will not auto-migrate your settings. The migration timeline,...

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Microsoft 365 security shield deflecting AI-driven cyberattacks, with Defender, Sentinel, Entra ID and Purview

11 min read

Everything Is Under Control. Or Is It? A Microsoft 365 Security Second Opinion

In This Article What the Five Eyes Just Told Every Business Leader Why "We're Probably Fine" Is the Most Expensive Assumption Five Moves Drawn From...

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Microsoft 365 encryption stack for financial institutions, from default BitLocker and TLS to Microsoft Purview Message Encryption, sensitivity labels, and Customer Key

13 min read

Microsoft 365 Encryption for Financial Institutions

In This Article The encryption rule examiners actually enforce Who the mandate covers: the bank, credit union, and mortgage split What Microsoft 365...

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Microsoft 365 Security infographic for CVE-2026-33823 showing the Microsoft 9.6 Critical versus NVD 6.5 Medium scores and a cross-tenant Teams data exposure diagram

11 min read

Microsoft Teams CVE-2026-33823: What Banks Should Check

In This Article What Microsoft disclosed in CVE-2026-33823 Why one flaw has two very different scores Who can actually exploit this, and who cannot...

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SharePoint document vault protected inside a shield, with SharePoint Online auto-patched in Microsoft 365 versus an on-premises SharePoint Server needing a manual patch, under the Microsoft 365 logo.

13 min read

SharePoint Server RCE Cluster: What Banks and Credit Unions Must Do

In This Article What Microsoft Shipped in May and June 2026 Why a SharePoint Bug Is a Financial-Data Problem Inside the Vulnerability Group: What...

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Microsoft 365 shield protecting mortgage loan documents, FTC Safeguards Rule

11 min read

The FTC Safeguards Rule and Microsoft 365: A Compliance Guide for Mortgage Lenders

In This Article Who the FTC Safeguards Rule Actually Covers The Nine Elements of a Safeguards Program How Microsoft 365 Maps to the Nine Elements The...

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Microsoft 365 Copilot Credits cost governance for financial institutions with budgets, hard caps, and a June 30 2026 deadline

9 min read

Copilot Credits and Usage-Based Billing: Cost Governance for Financial Institutions

Microsoft moved Copilot Cowork to general availability with usage-based Copilot Credits billing. Here is how banks, credit unions, and mortgage...

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10 min read

Microsoft 365 Data Retention for Financial Institutions

In This Article Why does Microsoft 365 data retention matter for financial institutions? What is the difference between retention, backup, and DLP in...

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10 min read

AI Brands as Bait: How Fake ChatGPT and Copilot Pages Steal Financial Institutions' Microsoft 365 Logins

Microsoft Threat Intelligence found attackers impersonating ChatGPT, Copilot, and Claude to steal financial institutions' Microsoft 365 logins and...

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