compliance automation

In an industry where compliance and security often make the difference between growth and liability, IFC Advisors’ recent shift to AdvisorVault’s 17a-4 Managed 365 Service® represents a case study in the evolving landscape of financial services technology. As the regulatory environment grows...

In the ever-evolving world of financial compliance, the story of IFC Advisors’ transition to AdvisorVault’s 17a-4 Managed 365 Service® stands as both a cautionary tale and a forward-looking roadmap for broker-dealers navigating digital transformation in the Microsoft Cloud. Based in Los Angeles...

For investment firms operating under the watchful gaze of regulatory bodies, compliance is an exacting, ever-shifting challenge—one that demands both technological adaptability and rigorous adherence to protocols. For Los Angeles-based IFC Advisors, this challenge reached a breaking point when...

As Microsoft Build 2025 unfolded with its customary blend of developer excitement and high-profile announcements, one showcase captured particular interest among enterprise IT circles: HSO’s demonstration of its new MCP-powered Copilot Agent for Dynamics 365 Finance. Tapping into advanced...

A revolution is quietly unfolding at the intersection of financial compliance and artificial intelligence, promising not only to lighten the regulatory load on enterprises but also to reshape how organizations manage risk, scale oversight efforts, and automate adherence to evolving rules. Saifr...

Twilio's SIGNAL 2025 conference has unveiled a suite of advancements poised to redefine customer engagement through artificial intelligence (AI) and strategic collaboration. Central to these announcements is the introduction of a next-generation customer engagement platform and a strategic...

Here’s a concise summary of Syncro’s launch of the Unified XMM Platform in collaboration with Microsoft, as reported by CRN Magazine: What is XMM? XMM (Extended Monitoring and Management) is a new unified IT and security management platform from Syncro, developed with close collaboration with...

Manifest Climate’s latest expansion on Microsoft Azure Marketplace and Microsoft AppSource is either a groundbreaking leap in ESG intelligence or possibly the beginning of a new era where sustainability reporting gets its own supersuit—maybe even with a Microsoft badge. While the green...

The financial advice sector is at a pivotal moment in its technological evolution. Across the UK, Independent Financial Advisers (IFAs) are witnessing the impact artificial intelligence is having—not as some vague notion of future promise, but as immediate, practical advantage. For those at the...

The tech world is currently chugging along on a high-speed rail of innovation, and if you squint, you might see Microsoft in the conductor’s hat, eagerly ushering founders and IT pros into the next big cybersecurity rodeo. At least, that's the vibe Microsoft for Startups is bringing as it gears...

LexisNexis just lobbed a hefty new stone into the fast-flowing river of CRM innovation, and if you haven’t yet been swept along by the current jargon—cloud, API, automation, oh my!—now might be a good time to grab your life jacket. On April 22, 2025, the legal technology titan officially...

Kaseya is stepping up its game in the IT management arena with a spate of product updates designed to streamline operations, bolster cybersecurity, and greatly enhance efficiency for IT teams. As organizations across the globe increasingly rely on technology to run their day-to-day...

In a move that could reshape the cloud landscape for public sector entities, Microsoft has partnered with New Zealand's National Cyber Security Centre (NCSC) to launch a new Azure policy initiative aimed at enabling secure, streamlined, and compliant cloud deployments for government agencies...