14 min read
Microsoft 365 Penetration Testing for Financial Institutions
In This Article What a penetration test is, in your regulator's words What your regulator actually requires What Microsoft permits you to test The...
Audit-Readiness
10 min read
AI Governance Auditing for Financial Institutions: The Microsoft Purview + Sentinel Quarterly Cycle
In This Article Why AI Governance Auditing Matters Now What an AI Governance Audit Actually Covers The Microsoft 365 Logging Surface for Copilot...
13 min read
Tech Due Diligence on Fintech Vendors: What Examiners Now Expect
The OCC, Federal Reserve, and FDIC unified third-party risk management under a single interagency standard on June 6, 2023. Three years later,...
11 min read
Financial Compliance Made Simple: M365 Self-Audit Guide
In This Article Why a Quarterly Self-Audit Pays Off The Regulatory Pressure Behind Self-Audits The Five-Pillar Microsoft 365 Self-Audit Framework A...
15 min read
Always Audit-Ready: Using Encompass & Calyx to Keep Compliance Locked Down
In This Article Audit Readiness Is a Daily Discipline, Not a Quarterly Scramble Encompass Audit Features That Examiners Actually Verify Calyx Point...
19 min read
Smarter Access, Safer Audits: Using Just-in-Time Admin for Financial Compliance
In This Article Why Standing Admin Access Is the Examiner's First Question What Just-in-Time Admin Access Actually Is The Microsoft Entra PIM...
13 min read
Microsoft 365 Security Checklist for Credit Unions: 15 Settings Your IT Team Should Verify Today
In This Article Why Credit Unions Need a CU-Specific M365 Security Checklist Identity and Access Management (Settings 1-4) Email Security (Settings...
14 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In This Article Your Annual Audit Was Outdated Before the Fieldwork Started The Velocity Problem: Regulatory Changes Outpace Annual Reviews Why AI...
15 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...
12 min read
Microsoft 365 Compliance for GLBA and OCC Requirements: What Community Banks Must Configure
In This Article GLBA Safeguards Rule: The IT Requirements Your Examiner Will Check OCC Examination: How Examiners Evaluate Your M365 Environment...
