Microsoft-native IT for financial services
Banks, credit unions and insurers already run on Microsoft. We secure, govern and operate that stack as one accountable partner: identity, data protection, cloud cost and Copilot readiness.
Microsoft PartnerSecurity-first delivery
Consolidate on the licenses you already own
Most financial institutions already pay for Microsoft 365 E3 or E5, and those licenses carry most of the security stack a regulated business needs.
Identity, device management, information protection, threat defense and audit come with the platform: Entra, Intune, Purview and Defender. We help you retire overlapping point tools and run security on what you already license: fewer vendors and a lower bill. Where licensing itself is the question, we handle that too, including procurement through our CSP practice.
Security work that maps to the questions examiners ask
We implement the controls, then document how they work so the answers are ready when a security review or examination asks for them.
Who has access, and how is it proven?
Entra ID with MFA and Conditional Access: access decisions based on who, which device and from where, with sign-in records to show for it.
Who holds admin rights?
Privileged Identity Management: standing admin access replaced with time-boxed, approved and logged elevation.
Where does customer data live, and who can see it?
Purview labeling and data loss prevention across SharePoint, OneDrive, Teams and email: sensitive data classified and its movement controlled.
What happens on the endpoints?
Intune device baselines and Microsoft Defender: managed, monitored endpoints.
Can you show the evidence?
Audit logging, retention and reporting configured so questions get answered from records.
What’s the plan when something goes wrong?
Backup, recovery and incident response runbooks: tested paths back to operational.
Copilot, without the oversharing incident
Copilot answers from whatever each user can already open. In a financial institution that can mean compensation files, member and customer PII, board packs and deal folders, surfaced in seconds by a simple prompt.
Before Copilot goes live we audit who-can-see-what across SharePoint, OneDrive and Teams, remediate the oversharing, and put Purview labels and DLP in place, then govern the rollout from pilot to tenant-wide.
An Azure bill your CFO can read
Lean IT budgets don’t leave room for idle VMs, unattached disks and forgotten environments.
We run Azure with FinOps discipline: rightsizing, reservations, orphaned-resource cleanup and month-over-month cost visibility, so the cloud line item is defensible in front of the finance committee.
Co-managed with your internal IT
Most financial institutions we talk to have a capable internal team stretched thin. We work alongside it.
Your team keeps the keys
Access is scoped and logged; changes go through your approval path.
We take the deep work
Identity hardening, Purview rollouts, Azure cost work and Copilot readiness: the projects that never make it off the internal backlog.
Escalation to full operations
Start with projects and escalation support; extend to managed operations if and when it makes sense for your team.
Start with a fixed-scope assessment
Published prices, fixed deliverables, senior engineers. See where your tenant and your Azure bill actually stand, and keep the deliverable either way.
See assessments & pricingTalk to us about your institution
Tell us where you are (examination findings, a Copilot mandate, an Azure bill that grew) and we’ll give you a plain read on the path.
Talk to an Expert