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04 · Case study · Cybersecurity

Family-owned financial institution · M365 + Entra ID assessment

Comprehensive Security

Following a security incident, a family-owned financial institution engaged a cybersecurity services provider to evaluate the security of its Microsoft 365 and Entra ID environment. The assessment was aligned with FFIEC and CIS Level 1 Benchmarks, using automated and industry-native tools. A detailed report with actionable remediation guidance was delivered to strengthen the institution's overall security posture.

  • 01 The three pillars of a secure environment across people, processes and technology.
  • 02 Security across email, identity, and access control.
  • Microsoft Office 365
  • Active Directory · Entra ID
  • Microsoft Purview
  • Microsoft Teams
  • Microsoft SharePoint

The financial institution received a comprehensive security assessment using internal tools to identify its posture and prioritize remediation steps. Compliance frameworks such as FFIEC and CIS Level 1 were applied to evaluate people, processes, and technology, providing clear guidance and a dashboard to track ongoing improvements.

Compliance work, audit prep, or incident response? Bring the constraints; we'll bring the order of operations.