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Verticiti · Financial services

Financial & Enterprise Services

Modernize legacy infrastructure with zero-downtime tenant migrations, SharePoint cloud transitions, and automated compliance controls.

Talk about your sectorSee how we help

Sector challenges

How we solve what holds financial services back

Real friction in this sector — paired with the platform approach we use to clear it.

  • Challenge 01

    Mergers leave mail, Teams and files stranded across tenants

    Our approach

    Phased tenant-to-tenant moves with identity first, so collaboration stays available during cutover.

  • Challenge 02

    On-premise SharePoint blocks remote work and audits

    Our approach

    Cloud transition that preserves permissions, sites and retention labels instead of a flat file dump.

  • Challenge 03

    Regulated data without consistent DLP or MFA

    Our approach

    SSO, MFA and sensitivity labels wired into Microsoft 365 so policy follows the document.

Target use cases

Where teams put this to work

Focused scenarios we deliver for financial services — not generic technology for its own sake.

  • 01

    Post-merger Microsoft 365 consolidation

    Unify brands onto one tenant with mail, Teams and SharePoint moved in controlled waves.

  • 02

    SharePoint Online modernization

    Retire aging farms, keep document libraries usable, and apply retention that auditors expect.

  • 03

    Enterprise identity hardening

    Azure AD Connect, conditional access and privileged access paths for finance and ops roles.

  • 04

    Collaboration with data loss prevention

    MIP labels and DLP policies so client files stay protected in Outlook, Teams and OneDrive.

Customer benefits

What changes for your team

Outcomes leaders and operators in this sector care about once the work is live.

  • Continuity through change

    Staff keep working during migration instead of waiting on a weekend big-bang cutover.

  • One collaboration estate

    Mail, Teams and files live under one identity model your security team can actually govern.

  • Audit-ready controls

    DLP, MFA and retention evidence lined up for internal risk and external reviewers.

Compliance & security

Controls tailored to financial services

Sector-specific safeguards — not a one-size checklist pasted onto every engagement.

  • Data loss prevention

    Microsoft Purview DLP and MIP labels applied to financial and client-sensitive content.

  • Identity assurance

    MFA, conditional access and privileged role hygiene aligned to enterprise baselines.

  • Retention & eDiscovery

    Retention labels and holds that support regulatory record-keeping without blocking day-to-day work.

  • Least-privilege access

    SharePoint and Teams permissions reviewed so sensitive sites are not open by default.

Featured work

Proof in this sector

Cloud Migration Case StudyFeatured Verticiti Work

Tenant-to-Tenant & SharePoint Cloud Migration

Microsoft 365 Enterprise Migration & Data Governance

Key deliverables & capabilities
  • SharePoint On-Premise to Online Cloud Migration
  • Teams, SharePoint & OneDrive Enterprise Rollout
  • Identity Setup, Azure AD Connect SSO & MFA
Data SecurityDLP & MIP Enforced
DeploymentZero Downtime

Next step

Ready to modernize financial services operations?

Tell us where the friction is. We will map a practical starting point — scope, timeline and the controls your sector needs.

Book a free callBrowse use cases

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