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Compliance (3)

OCC IT examination readiness for community banks: URSIT framework, Microsoft 365 controls, regulatory readiness in 2026

19 min read

FFIEC IT Examination Readiness for Financial Institutions

In This Article One FFIEC Playbook, Different Examiners The FFIEC URSIT Framework Examiners Use Two Regulatory Shifts Every FI Needs to Know in 2026...

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Consumer Copilot entertainment disclaimer vs enterprise M365 Copilot data protection comparison

7 min read

Copilot Is 'For Entertainment Only' — What Your Enterprise Agreement Actually Says

In This Article What the Terms Actually Say Consumer vs. Enterprise: Different Agreements Entirely What Enterprise Agreements Actually Protect Why...

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Microsoft Security Copilot now included in E5 licenses starting April 20 2026

9 min read

Security Copilot Is Free in E5 Starting April 20 — Here's How to Activate It

Prefer to watch? On April 20th, Microsoft adds Security Copilot to every E5 tenant with no price increase. Justin walks through the SCU pool, the...

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Interface security best practices for financial institution platforms showing layered defense architecture for banks credit unions and mortgage companies

7 min read

Interface Security Best Practices for Financial Institution Platforms

In This Article What Interface Security Means for Financial Institution Platforms Top Threats Targeting Client-Facing Interfaces MFA Done Right:...

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Microsoft Purview Data Loss Prevention dashboard for banks, credit unions, and mortgage companies showing all six DLP locations with Microsoft 365 branding

15 min read

DLP and the Role of Technology in Modern Financial Compliance

In This Article The Productivity Stake DLP Actually Protects The Regulatory Landscape for DLP at a Financial Institution The DLP Categories Banks,...

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The Blueprint for a Fully Connected Microsoft 365 Workflow in Financial Services

10 min read

The Blueprint for a Fully Connected Microsoft 365 Workflow in Financial Services

In This Article What a Connected Microsoft 365 Workflow Looks Like The Five Microsoft Tools That Power Financial Operations Stage 1: Client...

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Tier-1 Microsoft CSP managing broker-dealer compliance across affiliated entities, Lighthouse-managed deployment delivering audit-ready evidence for FINRA examiners.

16 min read

Deploying Microsoft Lighthouse for Broker-Dealer Compliance Standardization

In This Article What Microsoft 365 Lighthouse Is and Why Broker-Dealers Should Care The Broker-Dealer Regulatory Landscape: FINRA, SEC, and MSRB...

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Excel zero-click vulnerability CVE-2026-26144 weaponizes Copilot Agent for data exfiltration

13 min read

New Excel Zero-Click Vulnerability Lets AI Agents Steal Your Data

Prefer to watch? An Excel zero-click turns Copilot into an exfiltration channel before anyone opens the file. Watch the long-form walkthrough on the...

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Gartner Copilot Security Risks: 5 governance gaps financial institutions must address

12 min read

Gartner Just Named 5 Copilot Security Risks — Here's What Financial Institutions Need to Know

Prefer to watch? Gartner named five Copilot security risks -- two of them map to live CVEs your tenant can already be hit by. Watch the long-form...

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10 min read

Why Automated Mortgage Processing Fails - And How Managed IT Can Fix It

In This Article Why Automated Mortgage Processing Falls Short The AI Governance Gap: A New Failure Mode How Managed IT Services Fix These Problems...

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