Finance
AI that doesn't put your compliance team in a cold sweat.
You're under more scrutiny than almost anyone, and your people are quietly pasting client data into AI tools nobody approved. We help financial firms adopt AI and modernize on Microsoft without breaking what the regulators care about.
Copilot in M365
Licensed · no GLBA/FINRA guardrails
Consumer AI tools
Client data pasted · unsanctioned
DLP & sensitivity labels
Not applied to AI prompts
Recognized By Microsoft
Our Microsoft Partner Designations
Sound Familiar?
Staff are using public AI tools with data governed by GLBA, SOX, or FINRA, and you can't see it.
Your reporting still runs on spreadsheets and a core system from another era.
You want Copilot, but not until someone can prove it won't leak something it shouldn't.
What We Do
Start Here
AI Governance & Compliance
We map exactly where AI is being used across your environment, what regulated data is exposed, and lock it down, with a remediation plan our engineers execute.
Modern Data & Reporting
We consolidate your data into Microsoft Fabric and Power BI so close, audit, and board reporting stop living in fragile spreadsheets.
Microsoft Licensing Optimization
A no-cost review of what you're overpaying Microsoft. Most finance firms are over-licensed by 20-40%.
The App Your CFO Built
Someone on the finance team vibe coded a forecasting tool, and now it actually matters. We're seeing this a lot lately. We give it real security, real hosting, and a real launch.
Funded Opportunity
Microsoft funds much of the infrastructure, database, and Azure migration work we do. We'll confirm exactly what your project qualifies for on the first call.
Some programs carry requirements; no surprises. We'll walk you through what's covered on the first call.
Proof
CloudServus brought a level of experience that was incredibly reassuring. There hasn't been a challenge we've brought to them where they didn't already have someone who had solved that problem before.
Kyle Edgeworth
Deputy CIO, City of Corona
Read the City of Corona case study →CloudServus has been my lifeline. They have fully modernized our Intune environment and provided unparalleled support. The team's competence and dedication have been instrumental in our transition to the cloud and ongoing IT improvements.
Helen Walters
Director of Technology and Data Analytics, Forest Investment Associates
Partnering with CloudServus pushed us towards improving our system and getting it better prepared to expose our app in Azure Marketplace. We now have the momentum we need to realize our goal.
Matt Waldron
VP of Software Engineering, GoRight
I've never worked with a team as exceptional as CloudServus. I feel like CloudServus is very turnkey, a very well-rounded project team that executed the job similarly to how we systematically work through new roadway designs.
Steve Davidson
Chief Financial Officer, RTG
Why CloudServus
The credibility a regulated buyer checks for.
Azure Expert MSP, top 1% Microsoft Solutions Partner, and a co-sell relationship with Microsoft account teams.
Top 1%
of Microsoft partners worldwide
334
projects since 2024, 115 in progress right now
6
Microsoft designations, Azure Expert MSP among them
FAQ
Frequently asked questions
Is Microsoft Copilot compliant with financial regulations like GLBA or FINRA?
Microsoft Copilot can be used in a compliant way, but only when data governance and access controls are configured to meet regulations such as GLBA, SOX, and FINRA first. CloudServus assesses and configures the environment so financial firms can adopt Copilot without compliance exposure.
How do financial services firms adopt AI safely?
They adopt AI safely by governing where AI can access regulated data before rolling tools out to staff. CloudServus delivers this as an AI governance assessment scoped to financial-services requirements.
Can CloudServus help financial firms with Microsoft compliance?
Yes. CloudServus helps financial services organizations modernize and adopt AI on Microsoft while meeting the data-governance and audit requirements regulators expect.