Many financial services organizations have adopted M365 for email, document management, and collaboration, but have left costly legacy systems in place. This white paper sets out key roadmap planning considerations to leverage your M365 investment to meet regulatory obligations and potentially decommission legacy eDiscovery, supervision legal hold, and data loss prevention solutions.

Microsoft 365 offers a wide range of features and functionality that organizations may already be paying for but not using in a meaningful way.  Many financial services organizations have adopted M365 for email, document management, and collaboration, but have left costly legacy systems in place. This white paper sets out key roadmap planning considerations to leverage your M365 investment to meet regulatory obligations and potentially decommission legacy eDiscovery, supervision legal hold, and data loss prevention solutions.  

Epiq has a global partnership with Microsoft providing advisory operational support services for select Microsoft compliance products. Epiq is proud to be recognized as the 2023 Microsoft Compliance Partner of the Year.

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