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AI-powered Copilot for Microsoft 365 makes a proven impact on financial services organizations, especially those within the alternative investment space. With automated processes and transformed operations across front, middle and back-office functions of the organization, Copilot is a powerful business accelerator. However, Copilot can also help financial services organizations further maximize investments by tapping into the unified data governance capabilities of Microsoft Purview.
How to Deploy Copilot, and Where MS Purview Fits In
Whether it’s investment banking, hedge funds, private equity or any other type of alternative investment firm, ECI’s Copilot support services provide the configuration and management expertise required to fully leverage Microsoft 365 Copilot in these highly regulated, complex and demanding IT environments. ECI’s Copilot support services align with our broader capabilities for optimizing cloud deployments for stronger security, streamlined operations and new efficiencies so that our clients can go beyond just keeping the lights on.
We help clients implement Copilot through a four-stage process. The initial Organize phase consists of identifying key activities and processes where Copilot can be applied. This is followed by an Assess phase where we establish access protocols, data loss prevention (DLP) measures and other conditions necessary for Copilot to work properly. We then complete the implementation with a Deploy phase to roll out Copilot in the production environment and a Manage [SS1] phase to iteratively monitor and optimize Copilot’s operation on a continuing basis – including end user support and adjusting policy and controls as needed.
Much of the Copilot implementation journey relies heavily on proper configuration, management and security practices surrounding data. With so much emphasis on ensuring deployment is done right the first time, MS Purview is such a critical tool in optimizing this journey as a suite of tools that help organizations manage and secure their data across multiple platforms and environments. As such, MS Purview is an essential component of any successful Copilot implementation.
Partnering with ECI to Combine Copilot with Purview
Just as we showed in those previous posts how ECI’s unique status as a Microsoft Solution Partner specializing in the financial sector makes us the perfect MSP partner to manage Copilot, we’re also the perfect partner to deploy Purview for optimal security and efficiency as Copilot interacts with company data.
When it comes to alternative investment firms integrating MS Purview in support of Copilot, nobody can compete with ECI as the MSP partner to get the job done. Our combined expertise in Microsoft products and financial IT means we’re able to fully unlock for clients the value of Microsoft Purview and its suite of capabilities for governing, securing and administering data across all locations. For instance, we configure Purview to provide robust data security protections like data loss prevention, information barriers, information protection, insider risk management and privileged access management.
And since Copilot is touching data and applications throughout the IT estate, ECI deploys Purview to operate across on-premises, multi cloud and SaaS environments such as data catalog, data estate insights, data map, data policy and data sharing systems. These data governance measures help clients minimize compliance risks, meet regulatory requirements and automate processes for compliance documentation and reporting.
Throughout, ECI’s industry-leading workforce support services address the human element. We train users to work seamlessly with both Copilot and Purview – whether they’re information and cybersecurity teams; risk, compliance or legal teams; or data consumers, engineers and officers. To further simplify access, ECI maintains a sleek new Microsoft Purview Portal that features a streamlined information architecture and simplified navigation schema – making it easier than ever for clients to secure and govern their data.
Learn more how ECI can help you get the most out of your Microsoft Copilot and Purview investments.
