Skip to the main content.

ABT Blog

Read about mortgage technology solutions topics

copilot (2)

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...

Read More
Microsoft 365 Copilot Credits cost governance for financial institutions with budgets, hard caps, and a June 30 2026 deadline

9 min read

Copilot Credits and Usage-Based Billing: Cost Governance for Financial Institutions

In This Article What Cowork and Scout Actually Get Done Copilot Credits: A Usage Currency, Not a Flat License Who Can Spend Credits, and on What...

Read More

10 min read

AI Brands as Bait: How Fake ChatGPT and Copilot Pages Steal Financial Institutions' Microsoft 365 Logins

In This Article The Bait: Your Team's AI Curiosity Is the Attack Surface What Microsoft Threat Intelligence Found in June 2026 Why Financial...

Read More
Microsoft 365 Copilot surfacing overshared files while a Microsoft Purview Data Access Governance shield protects financial institution data before a Copilot rollout.

14 min read

Microsoft 365 Copilot Oversharing: How Financial Institutions Fix Data Access Before Rollout

In This Article Your People Already Want This. Copilot Is the Governed Way to Give It to Them Copilot Does Not Break Your Permissions. It Obeys Them...

Read More
Microsoft 365 Copilot and Exchange Online protected by a security shield, with the Microsoft logo and the June 2026 security updates.

10 min read

Microsoft 365 Copilot RCE and the June 2026 Security Updates: What Financial Institutions Need to Know

In This Article What Microsoft Disclosed on June 4 Why There Is Nothing for You to Patch The June 2026 Cloud CVEs That Matter to Banks What an RCE in...

Read More
Microsoft Copilot cloud.microsoft domain migration network configuration guide for financial institutions

16 min read

Microsoft Copilot cloud.microsoft Migration: The Network Fix Every Financial Institution Needs Right Now

Prefer to watch? The network controls that make Copilot's migration different at a bank. Outbound firewall rules and TLS inspection are exactly what...

Read More
Microsoft Teams AI Agents with Copilot automation — Microsoft, OpenAI, Anthropic, and Gemini multi-model ecosystem

12 min read

Microsoft Teams Agents for Financial Institutions: From Bots to Copilot-Powered Automation

In This Article Wave 3 and the Agentic Shift: Why This Matters Now From Teams Bots to Copilot Studio Agents Copilot Cowork: When AI Builds Your...

Read More
April 15 Copilot Chat changes showing what financial institutions lose and keep when Microsoft removes in-app Copilot access

8 min read

April 15 Copilot Chat Removal: What Your Financial Institution Actually Loses

In This Article What Actually Changes on April 15 Who Gets Hit and Who Doesn't The Real Impact for Financial Institutions Your Copilot Licensing...

Read More
Microsoft 365 E7 pricing comparison showing component costs for credit unions and banks

9 min read

E7 vs. E5+Copilot: The Real Math for Credit Unions and Banks

In This Article Reddit Got It Half Right What E7 Actually Bundles for $99 The Real Math: E7 vs. E5 + Copilot a la Carte CSP Promo Pricing Changes the...

Read More
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...

Read More