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email security

Microsoft 365 illustration: a laptop shows a Please review and sign email, a Windows prompt asking to allow an app to make changes, and an Approved remote tools list, with Microsoft Intune and Microsoft Defender labels

11 min read

RMM Phishing: What Banks, Credit Unions, and Lenders Should Block

In This Article What Microsoft found in the RMM phishing campaigns Why signed remote tools slip through The administrator prompt decided the outcome...

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Laptop showing three attack routes from the 2026 Microsoft Digital Defense Report: a Verify you are human prompt telling the user to press Win + R and paste, a Microsoft Teams call from an external caller, and an Outlook email asking Do you have a moment, beside the Microsoft 365 logo and the headline Keep staff working, Catch the stolen session, Report it to the board.

13 min read

Microsoft Digital Defense Report 2026: What Banks, Credit Unions, and Lenders Should Do First

In This Article Inside the Microsoft Digital Defense Report 2026 Attackers start with people and sign-ins Phishing now steals the session ClickFix...

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Microsoft Defender for Office 365 settings panel beside a Payment Advice Note email with a password-protected ZIP file and a password shown as an image, illustrating Star Blizzard phishing checks for financial institutions

12 min read

Star Blizzard Phishing: What Banks, Credit Unions, and Lenders Should Check

In This Article What Star Blizzard changed in 2026 How a RedFlick phishing email works Four signs your staff can spot Seven Microsoft 365 and...

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Exchange Online mail flow rules for financial institutions: encrypted outgoing mail, external tags, forwarding off, and Direct Send rejected

13 min read

Exchange Online Mail Flow Rules for Financial Institutions

In This Article What Exchange Online mail flow rules do for every message Three rules that make secure email automatic Close the side doors:...

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Microsoft 365 Exchange Online SMTP AUTH basic authentication deadline, December 2026, with legacy sender devices

13 min read

The Last Basic Authentication Deadline: SMTP AUTH Changes in December 2026

In This Article What actually changes at the end of December 2026 What in your institution still sends mail this way How to find every dependency...

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Microsoft 365 shared mailbox security for banks, credit unions, and mortgage companies

15 min read

Shared Mailbox Security for Financial Institutions

Shared mailboxes run the wire desk and the servicing queue. Microsoft documents several behaviors, including that converting a departing employee's...

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Three-stage diagram showing a password-protected closing package that Microsoft Defender for Office 365 cannot scan, moving to a quarantine folder with an off-by-default admin toggle

15 min read

Defender's New Password-Protected Attachment Quarantine: What Lenders Should Decide

Microsoft is adding an opt-in Safe Attachments setting that quarantines password-protected attachments Defender cannot scan or detonate. It is off by...

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SPF DKIM DMARC email authentication visual showing complete protection versus exposure for financial institutions

19 min read

Email Authentication for Financial Institutions: SPF, DKIM, and DMARC Enforcement Done Right

In This Article The Email Authentication Trap Most FIs Don't Know They're In SPF, DKIM, and DMARC: The Three-Protocol Stack Why Microsoft's Default...

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13 min read

Best Practices for Configuring Microsoft 365 Email for Mortgage Offices

In This Article The Microsoft 365 Email Baseline for Mortgage Offices A Configuration Checklist for FTC Safeguards and GLBA DLP, MFA, and Encryption:...

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