Break down data silos without compromising on audits or retention. By embedding Microsoft Purview governance, encryption at rest and in transit, and automated eDiscovery, we enable your advisors and back-office teams to co-author in Teams and SharePoint with confidence.
Every document and conversation stays audit-ready and compliant with FINRA, SEC or GDPR standards. Advisors and back-office teams can collaborate confidently, knowing governance is built in, not bolted on.
Trusted by a growing community of over 400,000 users worldwide.
WayPoint achieves 95% user adoption within the first three months of deployment.
Move from spreadsheet chaos to real-time portfolio and risk analytics. Our Power BI implementations surface interactive dashboards, while Microsoft 365 Copilot—now validated for SEC compliance—drafts executive summaries from complex datasets, empowering your analysts to spot trends, model scenarios, and make smarter investment or underwriting decisions faster.
Teachers can set up subject-specific channels and integrate tools like Whiteboard and Forms for interactive lessons. Every student gets to engage more through chat and polls, making learning more equitable and accessible.
Dynamic menu layouts to fit your team’s needs.
Seamless responsive design across all devices.
Access popular employee experience extensions like Viva Connections from all sites and spaces.
Manage personalized resources relevant to employee roles.
Protect sensitive financial data with Microsoft Entra ID, multi-factor authentication, conditional access, and information protection policies tailored to your risk profile.
We configure your environment, so only authorized users access sensitive financial data—fostering client confidence that’s critical in banking and insurance.
Trusted by a growing community of over 400,000 users worldwide.
WayPoint achieves 95% user adoption within the first three months of deployment.
Ensure audit-readiness and regulatory compliance with Microsoft Purview Compliance Manager, featuring AI-driven controls for global financial standards.
Boost secure collaboration and employee engagement in financial services with tailored Microsoft Teams and Viva enablement programs.
Rapidly build secure, low-code financial solutions using Power Platform, Dataverse, and AI Builder to automate operations like loan processing and compliance tracking.
Launch a secure Copilot pilot for analysts, validated for SEC compliance and aligned with responsible AI and data governance principles.
Digitize and secure client onboarding with Power Apps, Teams, and Microsoft Entra ID, streamlining document collection, risk profiling, and compliance workflows.
Facilitate secure, compliant communication and document sharing for executives using SharePoint, Teams, and Loop with sensitivity labels and eDiscovery.
