Many financial services organisations have adopted Microsoft 365 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 Microsoft 365 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 organisations may already be paying for but not using in a meaningful way.  Many financial services organisations have adopted Microsoft 365 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 Microsoft 365 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 recognised as the 2023 Microsoft Compliance Partner of the Year.

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