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Read about mortgage technology solutions topics

12 min read

Insider Risk Management for Financial Institutions

In This Article The blind spot in most financial-institution security programs What insider risk actually means: the three kinds of insider Why data loss prevention alone does not catch it What Microsoft Purview Insider Risk Management actually does...

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9 min read

Copilot Chat vs. Microsoft Copilot Cowork: What Carries Over, and What Does Not

In This Article What Each Surface Actually Does What Carries Over from Chat to Cowork What Does NOT Carry Over Side-by-Side Feature Comparison What...

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8 min read

Microsoft 365 Copilot personalization: the settings most teams never touch

In This Article The Four Controls, Explained The Enhanced Personalization Master Switch What "Data Stays in the Mailbox" Actually Means The...

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Microsoft 365 Copilot data governance for financial institutions: one click contained by strong governance

12 min read

SearchLeak (CVE-2026-42824): The One-Click Microsoft 365 Copilot Flaw and the Governance Lesson for Financial Institutions

Varonis disclosed SearchLeak (CVE-2026-42824), a one-click Microsoft 365 Copilot data-exfiltration flaw. Microsoft fixed it server-side; the durable...

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Microsoft 365 Copilot Cowork for mortgage lenders and financial institutions

12 min read

Your New AI Coworker: Microsoft 365 Copilot Cowork, and How a Mortgage Lender Actually Uses It

In This Article What Copilot Cowork Actually Is Demo 1: A Pipeline Briefing That Posts Itself to Teams Demo 2: Borrower Follow-Ups You Approve Before...

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Shared responsibility model for CVE-2026-54130 in Microsoft 365 Copilot: Microsoft fixes the platform server-side; your institution owns data-access governance

13 min read

Microsoft 365 Copilot CVE-2026-54130: Nothing to Patch, Plenty to Govern

In This Article What Microsoft Disclosed in CVE-2026-54130 Why "Nothing to Patch" Is the Detail That Matters Most The Real Exposure Is Your Data, Not...

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14 min read

Azure Disaster Recovery for Financial Institutions: FFIEC BCM Guide

In This Article What Examiners and Your Board Expect for Continuity The Real Cost of an Outage You Cannot Recover From The Microsoft...

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Editorial hero image for the FBI Kali365 PhaaS advisory showing Microsoft 365 branding and device code OAuth token theft framing

15 min read

FBI Warns of Kali365: M365 Phishing Bypasses MFA

In This Article Kali365: What the FBI Just Warned About How a Single Code Hands Over a Microsoft 365 Account Why Your Multi-Factor Authentication Did...

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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...

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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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