Download: Microsoft Licensing for Financial Services Guide

Download Free Guide

Complete the form below to receive instant access to the full PDF guide.

First Name *

Last Name *

Work Email *

Company Name *

Financial Services Sector *

Number of Microsoft 365 Users *

We respect your privacy. Your details are used only to send this guide. No spam, no sales calls.

Chapter 1: The Financial Services Microsoft Licensing Problem — why FS firms overpay by 23%
Chapter 2: Regulatory Framework — FINRA, SEC, MiFID II, DORA mapped to specific Microsoft products
Chapter 3: User Population Segmentation — the £5M+ 3-year saving for 5,000-user banks
Chapter 4: Communication Compliance and Surveillance — Purview vs Bloomberg Vault vs Global Relay cost comparison
Chapter 5: Azure in Financial Services — DORA compliance, confidential computing, and cost optimisation
Chapter 6: EA Negotiation Tactics — 6 specific levers for financial services buyers
Chapter 7: 3-Year Cost Model — 1,000-user financial services enterprise baseline

23%

Average FS Microsoft overpay vs other sectors

$5M+

3-year saving from segmented 5,000-user deployment

60%

FS firms over-licensed for actual regulatory requirements

32%

Average cost reduction in our EA engagements