Microsoft consulting for financial services and banking

Secure Microsoft environments for banks and financial firms

Krish Services Group helps banks, credit providers and financial services firms run secure Microsoft environments. We migrate and govern SharePoint and Microsoft 365, modernize workloads on Azure under Zero Trust, build secure Power BI reporting and run security operations. Clients include PNC, where we moved thousands of SharePoint sites with zero disruption to banking operations.

Challenges we solve for financial services

The same problems come up in most banks and financial firms we work with.

Strict Data Protection

Customer and transaction data must stay protected across Microsoft 365, Azure and every device.

Legacy SharePoint and File Shares

Ageing SharePoint farms and file shares that are costly to run and hard to secure.

Reporting in Spreadsheets

Branch, product and broker reporting spread across Excel files with no single source of truth.

Phishing and Email Compromise

Targeted phishing and business email compromise aimed at finance and payments teams.

Ageing On-Premises Databases

SQL Server workloads that are hard to scale, patch and secure on-premises.

Audit and Regulatory Evidence

Auditors want proof of controls, access reviews and data handling on demand.

Talk to a Microsoft partner that knows financial services

Tell us what you need to move, secure or report on. We reply within one business day with next steps.

How we help financial services firms

Each service links to a full page with scope, process and FAQs.

SharePoint and Microsoft 365 Migration

Move older SharePoint and file shares to Microsoft 365 in planned waves, with permissions cleaned up on the way.

Azure Modernization Under Zero Trust

Landing zones, network controls and SQL Server workloads on Azure, designed for regulated data.

Secure Power BI Reporting

One reporting layer with row-level security, so each user sees only the data they should.

Security Operations

Monitoring, detection and response for Microsoft environments, plus email protection and phishing defences.

Financial services case studies

Results from published projects. Client names appear only where the client has agreed.

PNC: thousands of SharePoint sites moved with zero disruption

SharePoint 2007 to SharePoint 2013 private cloud migration for one of the top ten US financial services groups.

45% faster application response times

Azure migration under a Zero Trust design for a well-known Australian financial services organization.

Secure Power BI for 17,000+ finance brokers

Modernized reporting with controlled access for an Australian financial data company.

Email compromise contained within 2 hours

A new security operations centre detected and contained business email compromise for a Swedish financial services firm.

Financial services questions, answered

What IT leaders in banks and financial firms ask us most.

Do you work with regulated financial services firms?

Yes. We have delivered SharePoint, Azure, Power BI and security projects for banks and financial services firms in the US, Australia and Europe, including PNC.

Can you migrate SharePoint without disrupting daily operations?

Yes. We migrate in planned waves with cutovers outside working hours where possible. For PNC, thousands of SharePoint sites moved with zero disruption to banking operations.

How do you secure Azure workloads that hold financial data?

We design landing zones under Zero Trust: private networking, firewalls, web application firewalls, identity controls and monitoring, with access limited to what each role needs.

Can Power BI reports be restricted by user, branch or broker?

Yes. Row-level security limits each user to the data they are allowed to see, and access is managed through your identity platform.

How do we get started?

Book a 30-minute call. We will review your priorities and propose a fixed-scope assessment with a clear timeline.

Plan your next Microsoft project in financial services

Book a 30-minute call. We will ask what you need to move, secure or report on and suggest the next step.

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