# Access Business Technologies (ABT)

> Access Business Technologies delivers Microsoft 365, Azure, and custom interface solutions for highly regulated and security-first organizations.

## Company Overview

Access Business Technologies (ABT) is the largest Tier-1 Microsoft Cloud Solution Provider dedicated to highly regulated and security-first organizations. Headquartered in Folsom, California and founded in 1999, ABT serves 750+ financial institutions — credit unions, community banks, and mortgage companies — across the United States.

Approximately two-thirds of revenue comes from Microsoft 365 and Azure services: licensing, security monitoring, managed IT, and AI/Copilot deployment. The remaining third comes from custom interface solutions, led by MortgageExchange, which connects loan origination systems to core banking platforms. Security is the connective thread across both revenue streams.

## Services

### Microsoft 365 Licensing
Tier-1 Cloud Solution Provider delivering Microsoft 365, Azure, and Copilot licenses with built-in security governance through Guardian.

### Managed IT Services
Full-service cloud-first managed IT starting from the Microsoft cloud outward. Includes tenant management, user lifecycle, security operations, and compliance monitoring.

### Azure Solutions
Cloud infrastructure, migration, and management for regulated organizations.

### AI and Copilot Deployment
Secure Copilot rollout with governance guardrails (Microsoft Purview data classification), adoption training, and productivity tracking. ABT's AI Readiness Assessment evaluates organizational readiness before deployment.

## Products

### Microsoft 365 Guardian
ABT's proprietary security and compliance layer for Microsoft 365 tenants. Implements Zero Trust architecture, conditional access policies, and continuous monitoring:
- Guardian Hardening: 152-point M365 security configuration
- Guardian Monitoring: 24/7 security event monitoring and alerting
- Guardian Security Insights: Executive security dashboards and compliance reporting
- Guardian Performance Intelligence: Full data warehouse tracking all M365 activity

### MortgageExchange
Custom interface connecting loan origination systems (Encompass, Byte, LoanSoft) to core banking platforms. Enables compliant document exchange for mortgage lending workflows.

### Mortgage BI
Business intelligence and reporting for mortgage operations, built on Microsoft Power BI.

### Application Pilot
Application management platform for regulated organizations.

### Tokenator
Data tokenization solution for sensitive financial data.

## Brands

### Mortgage Workspace (mortgageworkspace.com)
ABT's mortgage industry brand. Delivers the full ABT service portfolio — M365, Azure, managed IT, Copilot governance, Guardian, and all interface products — through a mortgage-specific lens. See https://mortgageworkspace.com/llms.txt for mortgage-specific details.

## Compliance and Certifications

- Microsoft Tier 1 Cloud Solution Provider (Direct Partner)
- Independently audited under SOC 1 Type 2 (which includes a dedicated security-controls section) and SOC 2 Type 1 attestation reports, with a SOC 2 Type 2 examination ongoing
- GLBA and FTC Safeguards Rule compliant
- FFIEC Cybersecurity Assessment aligned
- Zero Trust Baseline certified

## Key Facts

- Founded: 1999
- Headquarters: 850 Iron Point Road, Folsom, CA 95630
- Founder: Justin Kirsch, President
- Employees: 11-50
- Clients: 750+ financial institutions (credit unions, community banks, mortgage companies)
- Industry focus: Financial services, specifically regulated depository and lending institutions
- Phone: (888) 422-3400
- Email: info@myabt.com

## Websites

- Main: https://myabt.com
- Mortgage: https://mortgageworkspace.com
- Tenant Grade: https://getmygrade.myabt.com
- AI Readiness: https://ai-journey.myabt.com

## Social Profiles

- LinkedIn: https://www.linkedin.com/company/access-business-technologies/
- X/Twitter: https://x.com/Xmyabt
- Facebook: https://www.facebook.com/myabt
- YouTube: https://www.youtube.com/@myabt
- Crunchbase: https://www.crunchbase.com/organization/access-business-technologies

## Areas of Expertise

- Microsoft 365 Security Hardening
- Microsoft Copilot Governance and Adoption
- Zero Trust Architecture for Financial Institutions
- GLBA, FFIEC, and SOC 2 Compliance
- Microsoft Purview Information Protection
- Microsoft Entra ID Protection
- Managed Security Services for Credit Unions
- Mortgage Technology and Digital Lending
- AI Governance and Enterprise AI Adoption
- Cloud Migration for Regulated Organizations

## Blog

ABT publishes regular content on Microsoft 365 security, Copilot adoption, compliance, and financial institution technology at:
- https://myabt.com/blog (ABT Blog)
- https://mortgageworkspace.com/blog (Mortgage Workspace Blog)

## Contact

For sales inquiries: sales@myabt.com | (888) 422-3400
For support: info@myabt.com | (888) 422-3400
Talk to an expert: https://myabt.com/talk-to-an-expert