Technology Record - Issue 41: Summer 2026

91 FINANCIAL SERVICES streamlining legal and investigative workflows when needed. By integrating Microsoft Purview with Microsoft 365 Defender, we help our clients to adopt a more unified approach to threat protection, resulting in improved visibility across identities, endpoints, applications and data. This layered strategy helps financial institutions increase their resilience in the face of new and evolving cyberthreats, while maintaining operational continuity. The recent introduction of Microsoft 365 E7 combines AI capabilities with advanced security, identity and compliance technologies, including Microsoft Purview. This new release positions governance as a foundational component of AI adoption in enterprise organisations. Microsoft Purview can play a core role for organisations seeking to securely scale their AI initiatives and is central to helping us deliver unified strategies that connect security, governance, compliance and AI readiness. We are committed to helping our clients confidently navigate the increasingly complex risk landscape, while building a strong foundation for the future of AI. Kyle Elliot is an account executive at Synergy Technical Photo: iStock/miniseries

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