9 min read
You Might Be Running a Financial Institution. The FTC Thinks So.
In This Article The Label You Did Not Choose Who Is Covered? The List Is Longer Than You Think What the Safeguards Rule Actually Requires What...
Compliance
15 min read
Shared Mailbox Security for Financial Institutions
Shared mailboxes run the wire desk and the servicing queue. Microsoft documents several behaviors, including that converting a departing employee's...
12 min read
Exchange Web Services Retires: The August 2026 Deadline
Microsoft begins blocking Exchange Web Services on October 1, 2026 and disables it permanently on April 1, 2027. For financial institutions still...
13 min read
Entra ID Access Reviews for Financial Institutions
Your examiner expects two layers of user access review: resource owners verifying that access matches job roles, plus a periodic independent check....
13 min read
Microsoft Teams AI Meeting Archives Go Default-On for Financial Institutions
In This Article What Microsoft Teams Starts Doing by Default What a .meeting File Is, and What It Is Not The Five-Year Default Nobody at Your...
13 min read
Microsoft Entra Provisioning Flaw (CVE-2026-57100): What Financial Institutions Must Verify
Microsoft fixed a 9.9 elevation-of-privilege flaw (CVE-2026-57100) in the Microsoft Entra provisioning service server-side, with no customer patch....
12 min read
Microsoft 365 Incident Response Plan for Financial Institutions: The Examiner-Ready Playbook
A written incident response plan is examiner-mandated for banks, credit unions, and mortgage companies. Here are the seven elements it must cover and...
16 min read
Microsoft Purview eDiscovery for Financial Institutions: The Licensing Rule That Reverses
In This Article What Purview eDiscovery Actually Does Standard Versus Premium: What Each Tier Buys The Licensing Rule That Reverses The Shared...
12 min read
Microsoft 365 Tenant-to-Tenant Migration for Credit Union and Bank Mergers
In This Article Why a Merger Creates a Two-Tenant Problem What Microsoft Actually Supports Today Single-Event Cutover vs Phased Coexistence Identity...
10 min read
Microsoft Purview Communication Compliance for Financial Institutions
In This Article What Microsoft Purview Communication Compliance Is Why Communication Supervision Became an Examination Issue How Communication...
