Skip to the main content.

ABT Blog

Read about mortgage technology solutions topics

Microsoft 365 (14)

Conditional access security policies for financial institutions Microsoft 365

16 min read

Conditional Access Policies for Financial Institutions: 2026 Best Practices

 In This Article Why Conditional Access Is the Foundation of Financial Institution Security Baseline Conditional Access Policies Every Financial...

Read More
Managed IT services dashboard showing security monitoring and compliance controls for financial institutions

8 min read

Managed IT Services for Financial Institutions: What to Evaluate in 2026

In this article: Why Financial Institutions Need Specialized Managed IT M365 Guardian: The Managed-IT Operating Model for FIs Core Capabilities to...

Read More
M365 security audit checklist for community banks

13 min read

Microsoft 365 Security Audit Checklist for Community Banks

In This Article Why Community Banks Need a Microsoft 365 Security Audit Identity and Access Management Audit (10 Checks) Data Protection Audit (8...

Read More
Cloud migration phased approach for financial institutions

8 min read

Cloud Migration for Financial Institutions: A Phased Approach Without the Headaches

In This Article Why Cloud Migration Matters for Financial Institutions Right Now Map Your Workflows Before You Touch Infrastructure The Interface...

Read More
CRM evaluation framework for financial institutions

15 min read

Stop Falling for CRM Hype: What Smart Financial Institutions Do Differently

In This Article The Hidden Cost of Standalone CRM at Financial Institutions What You Already Own Inside Microsoft 365 Where Microsoft 365 Copilot...

Read More
Featured image for Is Your Microsoft 365 Tenant Ready for Copilot? A Financial Services Readiness Assessment

9 min read

Is Your Microsoft 365 Tenant Ready for Copilot? A Financial Services Readiness Assessment

In This Article Why Readiness Matters More Than Speed The Data Governance Foundation You Need First Why Copilot Amplifies Permission Gaps Identity...

Read More
Enterprise dashboard showing unused Microsoft Copilot licenses at a financial institution

8 min read

Why Half of Copilot Licenses Sit Unused (And What Your Bank Can Do About It)

In This Article The Adoption Problem Is Not Copilot. It Is the Rollout. Three Mistakes Financial Institutions Make with Copilot The ABT Approach:...

Read More
The Moat Is Gone: Why Identity Is Your New Fortress in Microsoft 365

9 min read

The Moat Is Gone: Why Identity Is Your New Security Perimeter in Microsoft 365

In This Article The Identity-Access-Endpoint Triad Why Identity Attacks Are Accelerating The Regulatory Mandate Zero Trust: The Framework Behind M365...

Read More
From Line Item to Leverage: Microsoft 365 for Leaders

13 min read

Managed Microsoft 365 Services: From Line Item to Strategic Asset

In This Article The Difference Between "Licensed" and "Managed" What "Managed" Actually Means at the Tier-1 Direct-Bill CSP Level The M365 Guardian...

Read More
Stop Paying for

14 min read

Stop Paying for M365 Shelfware: License Downgrade Guide for Financial Institutions

In This Article Understanding the Microsoft 365 License Hierarchy The Safe Downgrades: Where the Savings Hide The Danger Zone: Downgrades You Should...

Read More