MICROSOFT 365 FOR BANKING & FINANCE

Audit-Ready Microsoft 365
for Financial Firms.

Regulators don't accept good intentions. We configure Microsoft 365 so identity, encryption, and record keeping meet financial-sector expectations by default — and stay that way.

Book a Free ConsultationSee the Banking & Finance Toolkit
MFA Enforced
100%MFA Enforced
Standing Admin Rights
0Standing Admin Rights
Retention Ready
7yrRetention Ready
THE CHALLENGE

What's Slowing
You Down.

These are the issues we see most often in Banking & Finance before we get involved. If more than one sounds familiar, the fix is usually configuration, not more software.

Standing admin access everywhere

Too many accounts hold permanent elevated rights — the single biggest finding in most financial IT audits.

Client data sent unprotected

Statements and account details go out as ordinary email attachments that can be forwarded anywhere.

Retention is a scramble

eDiscovery requests turn into weeks of manual searching because nothing was configured up front.

Credential-based fraud

One reused password on one account is all an attacker needs to reach financial systems.

Recognise these? A free 15-minute call is usually enough to tell you which are fixable with the licences you already own.

Book a Free Consultation
WHAT WE SOLVE

Built for
Banking & Finance.

Each of these is a scoped piece of work with a clear outcome. We start with whichever one is costing you the most right now.

01

Regulatory-Grade Identity Security

Entra ID Privileged Identity Management and enforced MFA across every account that touches financial data, with just-in-time access instead of standing admin rights.

02

Encrypted Client Communication

Purview Message Encryption ensures sensitive statements and account details never leave the tenant unprotected, even when sent externally.

03

Audit-Ready Record Keeping

Retention policies and eDiscovery are configured up front to meet financial compliance and audit requirements without a scramble at review time.

04

Fraud-Resistant Access Controls

Conditional access policies block risky or impossible-travel sign-ins before they ever reach financial systems.

Want these scoped for your banking & finance business? We'll put rough timelines and effort against each one.

Get a Scoped PlanCompare Service Levels
YOUR TOOLKIT

The Microsoft Tools
Your Sector Needs.

These are the products we configure for Banking & Finance — what each one does, and why it matters here specifically. Most are already included in the licences you own.

IDENTITY

Entra ID Privileged Identity Management

Grants admin rights only for the minutes they're actually needed, then takes them away again.

WHY BANKING & FINANCE NEEDS IT

Removes the standing-privilege finding auditors raise every time, without slowing your IT team down.

ACCESS CONTROL

Conditional Access

Checks the user, device, and location on every sign-in and blocks anything that looks wrong.

WHY BANKING & FINANCE NEEDS IT

A login from an impossible location is stopped before it ever touches client accounts.

DATA PROTECTION

Purview Message Encryption

Encrypts sensitive emails so only the intended recipient can open them — even outside your organisation.

WHY BANKING & FINANCE NEEDS IT

Client statements stay protected after they leave your tenant, and can be revoked if sent in error.

COMPLIANCE

Purview Retention & eDiscovery

Keeps records for exactly as long as regulation requires, and finds them on demand.

WHY BANKING & FINANCE NEEDS IT

An eDiscovery request becomes a search, not a project.

SECURITY

Microsoft Defender

Blocks phishing, impersonation, and malicious attachments across email and files.

WHY BANKING & FINANCE NEEDS IT

Finance is the top target for business email compromise — Defender catches the invoice fraud attempt first.

REPORTING

Power BI

Turns your operational data into live dashboards leadership can actually read.

WHY BANKING & FINANCE NEEDS IT

Risk, performance, and compliance posture visible in real time instead of a month-end deck.

Already paying for most of these? We'll audit your tenant for free and show you which are switched on, which aren't, and which are misconfigured.

Get a Free Tenant AuditSee Our Service Levels
HOW IT WORKS

From First Call
to Fully Running.

The same three steps for every banking & finance client. No long discovery phase, no surprise invoices — you'll know what's happening at each stage.

01

We Audit What You Already Have

Before anything is bought or changed, we look inside your tenant: which licences you hold, what's switched on, what's misconfigured, and where your sector's risks actually sit.

  • Full licence and usage review
  • Security and compliance gap report
  • No commitment, no cost
02

We Configure Around How You Work

We turn on and shape the tools your sector benefits from — access rules, automation, dashboards, device policies — and leave out the ones that would just add noise.

  • Sector-specific security baseline
  • Automations built for your workflows
  • Staff onboarded as it goes live
03

We Stay On It

Environments drift. We monitor, patch, review, and adjust as your business changes, so the setup that worked at go-live still works two years later.

  • Ongoing monitoring and support
  • Regular posture reviews
  • A named team that knows your setup

Step one is free and takes 15 minutes. You'll get the audit findings whether or not you work with us.

Start With the Free Audit
THE OUTCOME

What Changes
Once It's Live.

  1. 01

    Clean audit findings

    Privileged access, encryption, and retention controls documented and demonstrable.

  2. 02

    Fraud attempts stopped early

    Conditional access and Defender block the sign-in and the email before money moves.

  3. 03

    Faster regulatory response

    Records are retained and searchable, so requests are answered in hours.

These are the results our clients report. We'll tell you honestly which are realistic for your setup before you commit to anything.

Book a Free ConsultationRead Case Studies
PROVEN RESULTS

Case Studies in
This Industry.

Real deployments in your sector, with the numbers the client actually measured afterwards.

An accounting firm

Banking & Finance

Same firm, same people doing the same work. The only change is that every paid license now maps to someone who needs it. The waste came off, and the things the team relies on stayed exactly where they were. The lower number landed on the next invoice. Most tenants carry waste like this. We are 100 percent Microsoft native and make money on expertise, not on reselling licenses. Our only incentive is your bill going down.

$2,000A year of wasted licenses removedRead story →

A financial services firm

Banking & Finance

Before, a valid password from anywhere was enough to get in. Now every sign in is evaluated against who is asking, where they are, and what device they are on. Only a request that clears all of it is granted, and trusted. Before: a valid password from anywhere on any device was enough to get in.

100%Of sign ins checked by Conditional AccessRead story →

Want to know what a result like this would look like for your business? We'll walk you through the closest comparable project we've delivered.

Book a Free ConsultationView All Case Studies
OTHER SECTORS

We work across industries.

View all industries →
HealthcareEducationManufacturingRetail & WholesaleHospitalityProfessional Services

Ready for Your
Next Audit?

Book a free 15-minute call and we'll identify the gaps a regulator would flag in your current tenant.

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