How Microsoft’s latest AI announcements can help financial services, insurers and hedge funds

8 December 2025

Find out more: https://learn.microsoft.com/en-us/industry/financial-services/fsi-overview

These foundations matter because:

• AI systems need explicit limits on what data they can see.

• Every action must be traceable for auditors and regulators.

• You need confidence that sensitive information stays within your boundary.

All of this is built into the announcements made at Ignite.

How this benefits Maple clients

More efficient operations

AI can summarise documents, analyse data, support reporting, handle internal enquiries and reduce manual admin. Done correctly, this supports operations without increasing risk.

Better governance with less overhead

Using Agent 365, you can adopt AI tools while maintaining a clear audit trail and meeting regulatory expectations.

Stronger resilience

With workloads centralised and supported by AI and automation, teams can operate more smoothly during busy or stressful periods like renewals, reporting seasons or market volatility.

A practical roadmap we recommend

1. Map your current data and workflow landscape. Identify sensitive data locations and manual processes that could be automated.

2. Assess readiness for AI adoption across Microsoft 365 and Azure. Maple can run this assessment for you.

3. Pilot AI agents in controlled areas such as internal documentation or MI reporting.

4. Establish governance early with Agent 365 and your compliance team.

5. Train staff so they understand what AI can do, what it shouldn’t do and how data should be handled.

How Maple supports you

As a London-based MSP working closely with the financial sector, we help clients:

• Configure cloud and Microsoft estates for safe AI adoption

• Manage identity, access and advanced security controls

• Deploy Agent 365 and implement governance policies

• Support teams with training, testing and ongoing optimisation