Control Microsoft 365 across subsidiaries, member firms, funds, and regions without losing central oversight. CoreView helps financial services organizations limit administrative risk, restore approved configurations quickly, and produce the evidence auditors expect.
Return on investment in the first year by Oney bank
in annual licensing savings by a large investment company
tenants managed by a single team at Bakertilly
International subsidiaries, member firms, funds, and regional teams all need control of Microsoft 365. However, too often that means broad admin roles, standing privilege, and unclear ownership across the tenant.
A single update to a Conditional Access policy, Exchange setting, SharePoint permission, or compliance configuration can expose sensitive data, disrupt users, or weaken controls without an easy way back.
Financial services teams need to show what changed, who changed it, whether it was approved, and whether Microsoft 365 controls still match internal policy and regulatory expectations.
Financial services teams rely on Microsoft 365 for identity, access, collaboration, reporting, compliance, and day-to-day operations. But the settings, policies, permissions, and apps that govern the tenant are constantly changing.
Financial services · the governance year
Six recurring pressure points on the Microsoft 365 tenant — five scheduled, one continuous.
Quarterly
Financial services organizations need to prove that users, admins, subsidiaries, funds, member firms, and business units have the right Microsoft 365 access.
Without clear delegated boundaries and tenant-level evidence, access reviews become manual and reactive. Teams are left piecing together screenshots, exports, and admin center data to understand who can access what, who can change what, and whether privilege still matches policy.
What gets tested
Quarter-end
Quarter-end puts pressure on finance, legal, compliance, risk, and leadership teams that rely on Microsoft 365 to prepare, review, approve, and share sensitive reporting materials.
A risky change to Conditional Access, Exchange, Teams, SharePoint sharing, app permissions, or another critical policy can disrupt reporting workflows, expose sensitive information, or trigger urgent escalations when tolerance for disruption is low.
What gets tested
Fiscal year-end
Year-end audits require clear answers about Microsoft 365 control state. What changed? Who changed it? Was it approved? Does the tenant still match internal policy?
If configuration history, admin activity, permission evidence, and policy baselines are spread across different tools, IT and security teams spend valuable time reconstructing the story instead of proving control.
What gets tested
Regulatory cycle
Regulatory exams put Microsoft 365 governance under direct scrutiny. Examiners may need evidence that access is reviewed, administrative privilege is controlled, risky changes are monitored, and critical tenant settings can be validated after incidents or mistakes.
For financial services teams, Microsoft 365 settings and policies are part of the control layer that determines whether sensitive data, collaboration spaces, applications, and security tools are governed properly.
What gets tested
M&A, restructuring, or new fund launch
Acquisitions, divestitures, new funds, subsidiary changes, and regional restructuring all create immediate Microsoft 365 governance pressure.
New users, admins, groups, domains, policies, collaboration spaces, and business units need to be brought under control quickly. All this needs to be done without granting excessive tenant-wide access or creating inconsistent settings across the environment.
What gets tested
Ongoing
Everyday Microsoft 365 administration creates small changes across the tenant: temporary access, policy exceptions, guest access, mailbox updates, app permissions, SharePoint sharing changes, and role assignments.
Over time, those changes can move the tenant away from its intended state. Without continuous control validation, teams may not know whether Microsoft 365 is still secure, compliant, and recoverable until a review, audit, incident, or exam forces the issue.
What gets tested
Those changes often become visible at the worst moments: during access reviews, financial close and reporting, audits, regulatory exams, and business restructuring. That is when teams need proof of control, clear ownership, and a fast path back to a trusted tenant state.
Financial services organizations often need distributed administration across subsidiaries, regions, member firms, funds, business units, or outsourced IT teams. The risk is that Microsoft 365 administration expands faster than control, leaving too many people with broad tenant-wide privileges.
In financial services, a single change to a Microsoft 365 setting or policy can affect access, collaboration, data exposure, reporting workflows, or security controls. Conditional Access, sharing policies, Exchange settings, Teams controls, Entra app permissions, and SharePoint access all form part of the tenant control layer.
Standing access creates unnecessary risk in Microsoft 365, especially when privileged roles are inherited, granted temporarily but never removed, or assigned too broadly across the tenant. In financial services, this can create exposure across sensitive business units, executive collaboration spaces, regulated data, and operational systems.
When auditors, regulators, or internal risk teams ask what changed in Microsoft 365, financial services teams need more than fragmented admin center exports. They need clear evidence of who changed what, when it changed, whether it matched policy, and how the tenant was restored or remediated.
Oney, a banking and retail group operating in 11 countries, uses CoreView Virtual Tenants to delegate administration across subsidiaries while central IT keeps a secure, standardized configuration
“By using CoreView to manage our day-to-day administration, we made the task of our IT team easier while at the same time reducing the risk of human error in misconfiguration”
– Doan Tin Le, CIO, Oney
$200K
saved (unused licenses)
285
tasks automated over 7 months
An investment firm uses CoreView Configuration Manager to prototype changes in a replica environment, promote them to production, and roll back cleanly when defects appear.
“CoreView's Configuration Manager is a critical component of our Modern Digital Workplace and endpoint management programs.”
– CTO, asset management firm
$200K
saved (unused licenses)
285
tasks automated over 7 months
Baker Tilly Canada gives each of its 19 member accounting firms its own Virtual Tenant to manage licenses and monitor risk, keeping firm independence without loosening tenant security.
$200K
saved (unused licenses)
285
tasks automated over 7 months
Oney, a banking and retail group operating in 11 countries, uses CoreView Virtual Tenants to delegate administration across subsidiaries while central IT keeps a secure, standardized configuration.
“By using CoreView to manage our day-to-day administration, we made the task of our IT team easier while at the same time reducing the risk of human error in misconfiguration”
– Doan Tin Le, CIO, Oney
$200K
saved (unused licenses)
285
tasks automated over 7 months
An investment firm uses CoreView Configuration Manager to prototype changes in a replica environment, promote them to production, and roll back cleanly when defects appear.
CoreView's Configuration Manager is a critical component of our Modern Digital Workplace and endpoint management programs.”
– CTO, asset management firm
$200K
saved (unused licenses)
285
tasks automated over 7 months
Baker Tilly Canada gives each of its 19 member accounting firms its own Virtual Tenant to manage licenses and monitor risk, keeping firm independence without loosening tenant security.
$200K
saved (unused licenses)
285
tasks automated over 7 months
Day one is read-only and audit-safe. You can connect, see, and report before you change anything.
Works with Commercial M365, Microsoft 365 E3/E5, and hybrid environments. No changes to your tenant on day one. Audit-safe.
Map how the institution actually operates. Branches, business units, departments, regions, or any mix become virtual tenants with their own scope.
Compare every tenant to an approved gold image: CIS, Essential 8, your internal standard, or all three. Drift gets flagged automatically.
When something breaks, pick a date and roll back. A single rule, a whole tenant, or anything in between. No screenshots, no tickets, no manual rebuild.
Compare configurations across every tenant under management. Promote one validated baseline across every branch, business unit or region.
Accreditation cycles, safeguarding reviews, regional regulators, and Microsoft's own deployment rules all expect documentation.
Get a clear view of configuration risk, over-permissioned accounts, ungoverned admin access, and gaps across your M365 environment.
A 30-minute working session. We sit alongside your team, look at your real environment, and identify the highest-leverage risks before they hit a critical compliance window. No changes to your tenant.
Book a sessionA short brief written for CIOs, IT directors, risk officers, and board members. No form. No pitch. Shareable inside your institution.
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