Generation-e

Industries / Financial services

Before Copilot reaches every team, check who can open customer data.

Copilot draws on the Microsoft 365 content each person already has permission to open. We find customer data that's shared too widely, protect it with Microsoft Purview, and set up the audit records your risk team will ask for.

Ask about a Copilot readiness assessment
A lending officer talks a couple through a document at her desk in a bank branch. Illustrative image.

Customer data spreads beyond your core systems.

Core systems have their own access controls. The exports, complaint files and loan documents people save into Microsoft 365 may not. Copilot follows the permissions in Microsoft 365, so a folder opened to everyone years ago can turn up in anyone's answer.

Explore governance, risk & compliance
  • Hardship applications
  • Complaint files
  • Loan documents

Stop password attacks at the sign-in screen.

Microsoft's Digital Defense Report 2025 found that more than 97% of identity attacks are password spray or brute force. We start with sign-in for that reason: multi-factor authentication, Conditional Access and fewer standing admin accounts, set up in Microsoft Entra.

If you report against the Essential Eight, we map these controls to the maturity level you're aiming for.

Explore identity & security

Meeting rooms that work the same in every branch and office.

Staff move between head office and branches, and a Teams meeting should start the same way in every room. We design standard room types, set them up with your network, firewall and Microsoft 365 settings, and support them for the life of the equipment.

Many rooms fitted out around 2020 and 2021 are reaching the end of vendor support, depending on the model. A room fleet audit shows which can stay and which need changing.

See how a room refresh runs
Two advisers talk with a client who appears on the meeting-room screen. Illustrative image.

Start your contact centre's AI agent on password resets.

A good first task for an AI agent is resetting a password once the caller's identity is confirmed. Moving an appointment with an adviser is another. Anything about hardship or a complaint goes to a person.

We build on NICE CXone, which records calls and supports quality review, or on Microsoft's contact-centre tools where your needs are simpler.

Explore contact centres

More for financial services teams

Some of the financial services organisations we work with

  • BNZ
  • UniSuper
  • Australian Ethical
  • Liberty Financial
  • Moneytech

Start with the question your risk committee will ask.

It might be Copilot, sign-in security or how calls are recorded. Tell us what's on your list and the timing, and we'll call to propose a first step.

Talk to us about your organisation