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Compliance (2)

Microsoft Entra ID SSPR registered-methods change deadline September 7 2026 for financial institutions

13 min read

Microsoft Entra SSPR Registered-Methods Deadline: What Banks, Credit Unions, and Mortgage Companies Must Do

In This Article What Changes on September 7, 2026 Which Institutions Are Most Exposed The Rollout Timeline You Need on the Calendar What to Do Before...

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Microsoft CSP partner security and delegated admin access explained for financial institutions

12 min read

Microsoft CSP Partner Security: What Financial Institutions Should Ask Their Microsoft Partner

In This Article What Microsoft Changed in July 2026 Why Your Microsoft Partner Is a Target GDAP and the Move to Least-Privilege Access What Every...

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Microsoft Purview sensitivity labels protecting nonpublic personal information in a financial institution

8 min read

Microsoft Purview Sensitivity Labels for Financial Institutions: Classifying and Protecting NPI

In This Article What are Microsoft Purview sensitivity labels? How labels support GLBA and NPI protection How auto-labeling classifies NPI...

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Microsoft Purview screen-capture protection blocking a screenshot of a confidential financial document in Microsoft Edge, with Microsoft 365 and Microsoft Purview branding

9 min read

Microsoft Purview Closes the Screenshot Gap: What It Means for Financial Institutions

In This Article What Microsoft Changed How Sensitivity Labels Enforce Screen-Capture Protection Why the Screenshot Vector Matters for Financial...

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9 min read

Is Your Copilot Memory Examiner-Ready? Three Governance Gaps Banks and Credit Unions Must Document

In This Article Why Copilot Memory Is a Governance Question Gap 1: Standard Purview Retention Policies Do Not Cover Copilot Memory Gap 2: Copilot...

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20 min read

AI Governance Assessment for Financial Institutions: The 25-Point Checklist for Banks, Credit Unions, and Mortgage Companies

In This Article The Examiner Question Most IT Directors Cannot Answer What Actually Changed in 2026 Five Microsoft 365 Surfaces That Already Govern...

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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...

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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

In This Article What Just Changed, and Why Your Copilot Plan Depends On It The Retirement Timeline You Cannot Miss What Restricted SharePoint Search...

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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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