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Microsoft Purview + Coretelligent

Get More from Microsoft Purview

A practical guide to prioritizing data protection, governance, and compliance
for financial services firms.

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What the guide covers

  • Data Visibility

    Who still has access to your confidential deal information?

  • AI and Copilot

    Your Copilot policies are live. Now what?

  • Inappropriate Sharing

    Confidential information has to leave the firm. How do you protect it?

  • Insider Risk

    Would you notice repeated transfers of sensitive client information?

  • Records and Accountability

    The regulator wants records from two years ago. Can you produce them?

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Purview Guide