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credit union software solutions

Mortgage BI dashboard interface showing live Power BI charts for mortgage operations including production, financial, compliance, and operational key performance indicators

15 min read

Mortgage BI: Real-Time Power BI Dashboards for Lenders

In This Article What Is Mortgage BI? Why Mortgage Operations Need Purpose-Built BI The KPIs Mortgage BI Tracks Out of the Box Why Mortgage BI Runs on...

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Microsoft Purview for AI agents in financial institutions hero image illustrating the two-layer enforcement model with Microsoft Purview governing the data layer and Microsoft Agent 365 governing the identity layer, with the Microsoft 4-square logo and Microsoft 365 product lockup prominently displayed.

13 min read

Microsoft Purview for AI Reaches GA: What Banks, Credit Unions, and Mortgage Companies Must Configure Before AI Agents Touch Member Data

In This Article The Two-Minute Version Why This Matters for Banks, Credit Unions, and Mortgage Companies The Two-Layer Enforcement Model What...

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Microsoft-branded hero image for ABT blog article: Hybrid Cloud for Financial Institutions: How Banks, Credit Unions, and Mortgage Companies Get Microsoft Azure + On-Prem Right. Banks, credit unions, and mortgage companies.

12 min read

Hybrid Cloud for Financial Institutions: How Banks, Credit Unions, and Mortgage Companies Get Microsoft Azure + On-Prem Right

In This Article What Hybrid Cloud Means for Financial Institutions Five Operational Benefits for Banks, Credit Unions, and Mortgage Companies Where...

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6 min read

Managed IT Services for Credit Unions: What Your Provider Should Actually Deliver

In this article: Why Credit Unions Need Specialized IT NCUA and FFIEC Compliance Requirements What to Look for in a Managed IT Provider Red Flags...

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Credit union boardroom with NCUA examiner reviewing Microsoft 365 board IT report on screen

20 min read

Credit Union Board IT Reporting: What NCUA and FFIEC Examiners Expect

In This Article What NCUA Part 748 Appendix A Requires Your Board to Approve and Review NCUA Letter 24-CU-02: The Four Areas of Board Cybersecurity...

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Microsoft-branded hero image for ABT blog article: Microsoft Purview DLP for AI: The Three Configurations Banks, Credit Unions, and Mortgage Companies Must Set Up Before Their First Copilot Prompt or Foundry Agent Goes Live. Banks, credit unions, and mortg

17 min read

Microsoft Purview DLP for AI: The Three Configurations Banks, Credit Unions, and Mortgage Companies Must Set Up Before Their First Copilot Prompt or Foundry Agent Goes Live

In This Article The Three Purview DLP Surfaces You Now Configure for AI Why May 2026 Is the Inflection Point for AI DLP Surface One: DLP for the...

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Deepfake voice fraud targeting credit unions illustration showing AI-generated voice waves attacking a phone system

13 min read

Deepfake Voice Fraud Hits Credit Unions: The $2.57M Wake-Up Call

Prefer to watch? North Korean operatives are now passing video interviews with synthetic faces and background checks. Watch the 21-second Short that...

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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...

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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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18 min read

Reducing Loan Origination Costs for Credit Unions: Proven Strategies for Success

In This Article Why Per-Loan Cost Is the Wrong KPI Without Cost-to-Originate by Channel Strategy 1: See It First with Mortgage BI Cost-to-Originate...

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