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Data Protection

Microsoft Entra ID External Identities panel showing four external guest accounts with MFA, beside an Anyone with the link card outside the directory perimeter

14 min read

Microsoft 365 Guest Access for Financial Institutions

In This Article What changed in your tenant this summer Guest access, external access, and Anyone links are three different doors The blind spot...

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Where is your Microsoft 365 data stored, showing four services with a durable United States commitment and four without

11 min read

Where Is Your Microsoft 365 Data Stored? Data Residency for US Financial Institutions

A vendor questionnaire asks where your Microsoft 365 data is stored. For a United States tenant, four services carry a durable commitment and four do...

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A Microsoft Teams AI meeting archive .meeting file flowing into a secure tenant storage vault with a five-year retention dial and Microsoft 365 branding, for financial institutions

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...

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11 min read

Microsoft 365 Copilot Web Grounding Domain Exclusion for Financial Institutions

In This Article What Web Grounding Actually Does in Copilot What Leaves Your Tenant, and What Does Not The New Domain Exclusion Control (MC1411435)...

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15 min read

Microsoft 365 Employee Offboarding for Financial Institutions

A step-by-step guide to offboarding a departing employee in Microsoft 365 for banks, credit unions, and mortgage companies: revoke access first,...

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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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Bank vault protected by a Microsoft 365 security shield deflecting ransomware

9 min read

Ransomware Protection for Financial Institutions

In This Article What a Ransomware Attack Does to a Financial Institution How the Attack Actually Gets In The Controls That Stop Ransomware Your...

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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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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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8 min read

Microsoft 365 Copilot personalization: the settings most teams never touch

In This Article The Four Controls, Explained The Enhanced Personalization Master Switch What "Data Stays in the Mailbox" Actually Means The...

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