Microsoft 365 and Azure, built for credit unions, banks, and mortgage companies.
750+ financial institutions trust ABT to manage their Microsoft environment. As one of the first 15 Tier-1 CSPs globally, we deliver volume pricing, Guardian security hardening, and a governed foundation for Copilot AI, all through a single relationship. No middlemen. No markup layers. One partner who knows your tenant, your compliance requirements, and your examiner's expectations.
Under 300 seats
Six reasons financial institutions choose ABT over generic MSPs
Every MSP can sell you Microsoft licenses. ABT builds and manages the governed, hardened, AI-ready environment that financial services regulators expect to see.
Direct Microsoft Relationship
ABT buys licenses directly from Microsoft at Tier-1 pricing. No distributors, no markup layers. Volume pricing that scales with your institution, with the flexibility to add, remove, or change plans monthly.
Tier-2 resellers buy through a distributor like Pax8 or Ingram, which adds a margin on top of Microsoft's price. ABT skips that layer entirely. For a 200-person institution on Business Premium, the annual difference between Tier-1 and Tier-2 pricing can reach $15,000 or more depending on the product mix.
ABT also gets direct escalation paths to Microsoft engineering. When a critical issue hits your tenant, ABT opens a case directly with Microsoft support, not through a distributor's queue.
Financial Services Specialization
GLBA, FFIEC, SOC 2, NIST CSF 2.0. ABT understands the compliance frameworks your examiners reference because we manage tenants for credit unions, community banks, and mortgage companies every day.
Generic MSPs configure Microsoft 365 the same way for a law firm and a credit union. ABT configures tenants for regulatory compliance from day one. That means conditional access policies that match FFIEC authentication guidance, DLP rules that detect GLBA-defined sensitive data types, and audit logging that produces the artifacts examiners request during IT examinations.
ABT maps 62 of 77 Guardian policies directly to GLBA Safeguards Rule (16 CFR Section 314.4) subsections, with per-policy relevance explanations and automation classifications.
Guardian Security Built In
Every ABT-managed tenant is hardened through Guardian, our managed security and governance platform. Secure Score optimization, conditional access policies, data loss prevention, and audit logging from day one.
Guardian is not a product you install. It is an operating model that wraps around the client's tenant with 80 JSON policy templates across 11 categories, continuous monitoring of 160+ Microsoft Secure Score controls, and zero-tolerance threat response automation that revokes all sign-in sessions on any risk detection, 24 hours a day.
Security Insights gives executives a monthly report showing Secure Score trends, compliance gaps, external sharing exposure, and sign-in anomalies. Productivity Insights tracks application adoption, Copilot usage, and license utilization across every user.
Copilot-Ready Foundation
80% of employees already use AI tools at work. For regulated financial institutions, that creates compliance risk when those tools operate outside the governed environment. ABT builds the foundation so Copilot Business runs inside your tenant with DLP policies, sensitivity labels, and audit trails in place before AI goes live.
Without governance, Copilot can surface overshared files, generate content from stale data, and operate without audit trails. ABT's deployment process includes a pre-Copilot security assessment, Guardian hardening for AI-specific risks, and a 30-day adoption sprint with role-based training.
Zero-Downtime Migration
Switching your Microsoft 365 licensing provider should not mean downtime or data risk. ABT has migrated hundreds of tenants from other providers with zero disruption to daily operations.
A license transfer is a billing change, not a data migration. Your tenant, users, email, files, and settings remain exactly where they are. ABT assumes billing authority through the CSP channel while your team continues working. The process typically completes within 48 hours.
For organizations moving from on-premises Exchange, ABT runs a full migration project with mailbox-level scheduling, calendar sync validation, and post-migration testing during off-hours.
Ongoing Managed Services
Premier support with direct access to ABT engineers who know your tenant. License optimization reviews, security posture monitoring, and proactive recommendations, not just break-fix when things go wrong.
ABT runs quarterly license reviews to right-size your subscription mix. If 40 of your 200 users only need email and Teams, you should not pay for desktop Office apps they never open. ABT identifies those savings and adjusts licenses to match actual usage patterns.
Your designated ABT engineer tracks your Secure Score, monitors policy drift, and proactively addresses Microsoft configuration changes that affect your tenant.
Copilot can now act on your behalf, and the governed foundation is what makes that safe
On June 16, 2026, Microsoft made Microsoft 365 Copilot Cowork generally available. Regular Copilot drafts and summarizes when you ask. Cowork is the agentic layer that carries out a multi step job for you, inside your own Microsoft 365 tenant. It runs on Anthropic's Claude models, Opus 4.8 and Sonnet 4.6 at launch, and it is usage billed, which raises the stakes on the readiness work above.
It does the work, not just the draft
You describe an outcome and Cowork runs the steps. It can draft and send Outlook email, post in Teams, build documents, and run jobs on a schedule, under the signed in user's permissions.
Before a sensitive action it shows a preview and asks for approval, so the work gets done and a person still signs off. ABT can also write custom skills that capture your institution's process, the way our MortgageGuide assistant already knows mortgage work.
Usage billed, so the spend has to be governed
Cowork needs a Microsoft 365 Copilot license first, then it bills by the task in Copilot Credits, with the cost based on the work each job does. Usage based agent work can become material under heavy or recurring use, on top of the licenses.
We help govern that usage with budgets and per user spend limits in the admin cost dashboard, plus a usage forecast, so the bill stays more visible and more predictable instead of a month end surprise.
Readiness is the whole difference
Because Cowork acts, permissions and Microsoft Purview matter more. It runs under the user's access and is subject to the Purview controls you already run, so least privilege and your existing protections do the governing.
The Copilot Ready Foundation work above is exactly what turns Cowork from a risk into a tool. We assess the tenant, enable the model provider correctly, and govern the rollout before agents start acting.
- Security and Governance
- Guardian Managed Security
- Guardian MxDR
- Security Assessment
- Attack Simulation
- Security Insights
- Cloud and Data
- Microsoft 365 and Azure
- Business Intelligence
- Virtual Desktops
- Productivity Insights
- Mortgage and Custom
- MortgageExchange
- DocumentGuardian
- App Pilot
- Point Central
- Email Signatures
Tier 1 Direct Partner Authority

