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Your firm has two options with AI: avoid it, or open the floodgates. There is a third.
The moment you turn on Copilot, or connect a tool like Claude to Microsoft 365, it inherits whatever access the signed-in person has. In most firms that is far more than it should be. Trade data, investor information, Social Security numbers, all reachable the instant AI is switched on. Most firms discover this during an audit. We find it first.
The third option
Use AI without opening the floodgates. We do the configuration work, not a policy memo.
Find it
- We audit your Microsoft 365 and SharePoint and map exactly what an AI tool can access today.
Lock it down
- We move sensitive data into a controlled location, apply AI-restricted labels, and correct the permissions underneath.
Prove it
- We align DLP, endpoint, and identity controls so you can show an auditor or an investor exactly what your AI can and cannot see.
Keep it
- Ongoing governance so it stays true as people, data, and tools change.
See what your AI can see. Take the 3-minute AI Access Readiness Assessment and get your score, plus the three things to fix first.
The team financial firms trust
Microsoft Solutions Partner in Data and AI, Modern Work, and Azure Infrastructure. 24 years securing IT environments for financial firms. We configure it, and we can prove it holds.
And everything else your firm's IT needs
Network assessment, security testing, phishing training, SharePoint compliance, vCIO roadmapping, and disaster recovery. The AI governance work sits on top of a complete, compliant IT foundation.
Network Assessment & Security Testing
- Regularly assess and fortify your network against potential vulnerabilities with our comprehensive security testing services.
SharePoint Compliance
- Manage your documents and workflows in compliance with industry regulations using our SharePoint compliance services.
vCIO Services
- Benefit from our strategic IT consulting services, including budgeting, vendor management, and IT roadmapping, to align your IT strategy with your business goals.
Disaster Recovery & Business Continuity
- Protect your financial data and ensure business continuity with our comprehensive disaster recovery solutions, tailored to meet the needs of financial institutions.
Davis Powers is committed to helping financial firms navigate the complexities of IT management, keeping your operations secure, compliant, and ready for what comes next.