Financial Services
M365 Management Ready for M&A, Perfect for the Budget
Microsoft 365 is the lifeblood of many Financial Services organizations.
Make M365 shine in 3 ways:
See it – Through Action-enabled Reporting
Manage it – With Granular Privileges for Each User
Automate it – With Cross-SaaS Workflows

“Financial services firms are 300 times as likely as other companies to be targeted by a cyberattack. Dealing with those attacks and their aftermath carries a higher cost for banks and wealth managers than for any other sector.”
Boston Consulting Group
Benefits
Compliance
Compliance Made Difficult Across Geographies/M&A
Meeting compliance regulations and avoiding fines can be more difficult when the data is in a SaaS solution. Extra steps must be taken for SaaS-held data to be compliant. When security mistakes are made, there are hefty fines from data breaches, and bad publicity and reputation damage that can be far more expensive – and in fact can easily put you out of business.
Keep Divisions/Units Separate
Security Means Data and Administration Isolation
With Virtual Tenants you can segment or virtualize your tenant by geography, department or other criteria.
End User Data Safety
End User Access and Authentication
Financial institutions must tightly control access to data and applications from employees, partners and outsiders.
Data Control
Audit so You Don’t Lose Data – or Control
Due to security and compliance concerns, financial organizations are loath to lose control of their data, and need assurance that it is still safe and under corporate control when in the cloud. Deep auditing of retained logs let you see what happened, and how far a breach went.

Business needs
we address
Security &
Compliance
Compliance
Monitor data sharing, suspicious login attempts and more with custom alerts.
Budgeting &
Chargebacks
Chargebacks
Get usage reports by sub-tenant or department for easy billing and cost transparency.
Delegated
Admin Rights
Admin Rights
Reduce the number of global admin accounts needed, saving costs and improving security.
New Product Adoption
Track usage activity and create customized SaaS product adoption campaigns.