Managed IT services for
the finance sector

An IT provider brings specialised expertise and experience in managing Microsoft 365, ensuring your setup is optimised, secure, and follows best practices, allowing you to concentrate on core financial activities.

Protecting data in the cloud begins with managing access controls, using tools like multi-factor authentication (MFA), implementing conditional access policies, and utilising data loss prevention (DLP) features within Microsoft 365.

Leveraging Microsoft 365’s tools like Teams, SharePoint, and OneDrive can improve communication and collaboration, regardless of physical location.

Microsoft 365 offers various productivity tools that automate routine tasks, facilitate digital collaboration, and provide insights to streamline workflows and increase overall efficiency.

With Microsoft 365, you can remotely manage and secure devices using features like Microsoft Intune for device management and advanced threat protection to ensure your remote workforce is productive and secure.

Yes, Microsoft 365 includes built-in compliance tools designed to help you meet various regulatory standards and protect sensitive information.

Both Microsoft Copilot and ChatGPT are AI-powered large language models (LLMs). However, Copilot is exclusively operated by Microsoft and uses the same OpenAI models as ChatGPT. OpenAI does not have access to Copilot data for training purposes, ensuring your data remains secure and private.

Copilot can enhance productivity by accelerating tasks through AI integration with Microsoft Office and Microsoft 365 data. It can assist with document creation, meeting summaries, and more.

Copilot adheres to the security and compliance controls built into Microsoft 365, only accessing data that the user can see by default. Ensuring data access is on a need-to-know basis is crucial.

The cost is £24.70 per user per month, available in single units with a 12-month commitment for each user.

Doherty Associates offers a structured adoption program that includes user-focused workshops to help teams effectively integrate Copilot into their daily work.

Financial institutions often encounter threats such as phishing scams, ransomware, data breaches, and insider threats, all of which can jeopardise sensitive client information and financial data.

Engaging a cybersecurity expert can help identify both obvious and hidden risks. Their expertise in your institution’s financial obligations is essential for providing relevant and effective advice.

Obtaining a Cyber Essentials certification is a good start for basic security. For more advanced standards, working with an expert to compile a comprehensive list of cybersecurity controls can showcase your dedication to client confidentiality.

The right budget for cybersecurity depends on factors such as your firm’s size, industry, regulatory requirements, and risk tolerance, ensuring the protection of sensitive financial data.

Key considerations include evaluating current infrastructure, planning data migration, ensuring security, managing costs, and meeting compliance requirements for a smooth transition.

Costs vary based on usage. Azure Cost Management tools can help monitor and optimize spending and implement budgeting strategies to manage expenses effectively.

Utilize Azure’s full range of services, regularly review performance, optimize resources, and align them with your institution’s goals to maximise return on investment.

Implement strong access controls, use encryption, regularly update security policies, monitor for threats and ensure compliance with industry standards.

Benefits include expert knowledge, proactive management, cost efficiency, enhanced security, and allowing you to focus on core financial activities.