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AI will surface everything your permissions missed.

AI and data governance for FCA-regulated fintechs. We put the guardrails in place first, so Microsoft 365 Copilot and the tools that follow it are safe to switch on rather than quietly risky.

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AI governance is the set of controls that decide what your AI tools can see, do and keep. Get it right and AI compounds what your team can do. Get it wrong and it hands your whole estate to whoever asks it the right question.

From oversharing to governed access.

What an AI assistant can reach on day one, before and after.

Before

  • ×Sites and files shared to everyone, years ago, by nobody anyone remembers
  • ×Sensitive data with no label, sitting beside the ordinary kind
  • ×The assistant inheriting every permission its user happens to hold
  • ×No record of what was asked, what came back, or what left

After

  • ✓Oversharing found and cut back before anyone switches AI on
  • ✓Data classified and labelled, so sensitivity travels with the file
  • ✓Access scoped so the assistant sees only what the person should
  • ✓Prompts, responses and data movement logged and reviewable

Same licences, same tools. An assistant that only knows what it ought to.

What we put in place.

The controls that turn an AI rollout from a risk into a routine change.

AI readiness assessment

An honest read of what an assistant would surface across your estate today, and the shortest route to making that safe.

Oversharing discovery

The sites, files and links open far wider than anyone intended, found and cut back before they become answers.

Classification and labelling

Sensitivity labels in Microsoft Purview, applied so protection follows the data rather than the folder it happens to sit in.

Data loss prevention

Policy that stops regulated data leaving through the new door AI opens, and keeps the old ones shut too.

Copilot rollout controls

Scoped pilot groups, guardrails and a staged rollout, so the first users are a test rather than an incident.

AI use policy and audit

Who may use which tools for what, how it is approved, and the logging that lets you answer for it afterwards.

How we work.

Governance first, rollout second. The order is the whole point.

01

Assess

Where your data actually sits, who can reach it, and what an assistant would surface on its first day.

02

Classify

Labels and scope applied in Purview, so sensitivity is a property of the data and not a hope.

03

Contain

Oversharing remediated, DLP applied, and the assistant scoped to what each person should already see.

04

Govern

Logging, review and written policy, so it stays safe after go-live rather than only on the day.

Aligned to the AI and data frameworks your assessors are starting to ask about.
NIST AI RMFISO 42001EU AI ActDORAFCAMicrosoft Purview
ALCIS
Cloud-native AI and big data in reach. Tooling that the on-premises estate simply could not run is now part of the working day.

Client outcome shown is a summary. Replace with agreed, verified wording.

Questions security leaders ask.

What is AI governance, and why does a fintech need it?
It is how you control what your AI tools can see, what they are allowed to do, and what is kept afterwards. A regulated fintech needs it because an assistant does not create new permissions, it exposes the ones you already had, and both the FCA and your enterprise customers will ask how that is controlled.
Is Microsoft 365 Copilot safe for a regulated firm?
It can be, and the deciding factor is almost never Copilot itself. It respects your existing permissions faithfully, which is exactly the problem when those permissions are looser than anyone realised. Fix the access model and the labelling first and it becomes a normal change to govern.
What is oversharing, and why does it matter more now?
Oversharing is content shared far more widely than intended, usually years ago and usually to make something work quickly. It has always been a risk, but it used to be a risk nobody could easily search. An assistant makes it answerable in seconds, which turns a dormant problem into an active one.
Do we need this before we roll out Copilot, or can it follow?
Before. Remediating oversharing after a rollout means doing it while people are already using the results, and the first bad answer tends to arrive before the clean-up finishes. Assess first, and the rollout stops being the thing you have to be brave about.
How does this relate to the rest of what you do?
It is the same foundation, pointed at a new problem. A least-privilege identity model and a hardened Microsoft 365 estate are what make AI safe to turn on, which is why this sits alongside our identity and modern workplace work rather than apart from it.

Find out what AI would surface in your estate.

Book a 30-minute AI readiness review. We will show you what an assistant could reach today, and the fastest route to making that safe.

Book an AI readiness review