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Read about mortgage technology solutions topics

11 min read

Microsoft 365 Compliance for Financial Institutions: 2026 Regulatory Changes

In This Article What Changed for Financial Institutions in 2026 How Microsoft 365 Maps to New Examination Standards Key Microsoft 365 Features for Regulatory Compliance Implementation for Banks and Credit Unions The M365 Guardian Operating Model:...

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Progress bar at one-third representing 31.8% AI deployment rate in financial services

13 min read

Wolters Kluwer Q1 2026: Only 31.8% of Financial Institutions Have Deployed AI

In This Article The Number That Should Worry Every Banking Technology Vendor What "Deployed" Actually Means (And Does Not Mean) The Five Blockers...

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Community bank at a crossroads between AI adoption and inaction

10 min read

27% of Community Bank Leaders Say AI Is Their #1 Concern

In This Article 27% Call AI Their Biggest Concern. Only 12% Have a Plan. What Community Bank Leaders Are Actually Worried About The Anxiety-Action...

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Regulatory compliance configuration for Microsoft 365 financial institution environments

10 min read

Regulatory Compliance and Your Microsoft 365 Environment: What Financial Institutions Must Configure

In This Article What Changed for Financial Institutions in 2026 How Microsoft 365 Maps to New Examination Standards Key Microsoft 365 Features for...

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Shadow AI in Banking Compliance Risk

12 min read

Shadow AI in Banking: The Risk Your Compliance Team Can't See

Prefer to watch? Your best analyst is probably pasting loan data into ChatGPT right now. That is a reportable GLBA event. Watch the long-form...

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Microsoft agentic AI banking blueprint illustration showing technology deployment architecture

8 min read

Microsoft's Agentic AI Banking Blueprint: What the Feb 26 Playbook Really Says

On February 26, 2026, Microsoft published a banking-specific blueprint for agentic AI deployment. The document is not generic AI guidance repackaged...

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CISOs cautiously approaching agentic AI adoption in financial services

12 min read

Why CISOs Are Slow-Rolling Agentic AI (And Why That's Actually Smart)

In This Article The Push to Deploy Agentic AI Is Real What CISOs See That Executives Do Not The Cautionary Tales Circulating in CISO Channels...

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AI governance gap in financial services

11 min read

The AI Governance Gap: 77% of Banks Use AI, Only 37% Govern It

Prefer to watch? The AI race looks like the cloud race, only faster and with higher stakes. Watch the full conversation with Jim Connell, who served...

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Contrast between static annual audit clipboard and dynamic continuous compliance monitoring dashboard

13 min read

Living Compliance: Why Annual Audits Are Dead in the AI Era

In This Article Your Annual Audit Was Outdated Before the Fieldwork Started The Velocity Problem: Regulatory Changes Outpace Annual Reviews Why AI...

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Microsoft 365 admin center license management dashboard on office desk

14 min read

Microsoft 365 License Audit: Are You Overpaying?

In This Article The Hidden Cost of Microsoft 365 Licensing at Financial Institutions Five Licensing Mistakes Costing You Money E3 vs. E5 vs. Business...

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