How to Use Microsoft Copilot’s Prompt Coach to Get Better Results

2026-07-09T16:18:59+01:00July 9th, 2026|AI, Cloud Services, Cyber Essentials, Financial Services, Remote Working, Tips and Advice|

AI agents are quickly becoming one of the most transformative tools available to businesses. They represent a shift from simply using AI to actively deploying AI-powered digital workers that support, streamline and automate everyday tasks. While the concept may sound advanced, creating a practical agent in Microsoft Copilot is far more accessible than many [...]

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How to Build a Simple AI Agent in Microsoft Copilot

2026-07-09T15:40:42+01:00July 9th, 2026|AI, Compliance, Cyber Essentials, Financial Services, Law, Productivity, Tips and Advice|

AI agents are quickly becoming one of the most transformative tools available to businesses. They represent a shift from simply using AI to actively deploying AI-powered digital workers that support, streamline and automate everyday tasks. While the concept may sound advanced, creating a practical agent in Microsoft Copilot is far more accessible than many [...]

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Pro Drive exhibit at Accountex 2026

2026-07-03T17:36:30+01:00July 3rd, 2026|Accountants, Company News, Financial Services|

Our Technical Director, Matt Taylor, summarises the 2026 Accountex exhibition and latest Pro Drive IT news from it. In May Pro Drive returned to Accountex 2026 (ACX26 for short) for our 3rd year exhibiting there. This year the organisers Diversified Communications added an entire new section called the FD Show, with a greater focus [...]

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How to create a data classification framework

2026-05-18T10:00:23+01:00March 17th, 2026|Accountants, Financial Services, Law, Security and Threats, Tips and Advice|

For professional and financial services firms, information is one of the most valuable and sensitive business assets. However their data is stored if often stored inconsistently across email, shared drives, CRM systems and cloud platforms. Without a clear framework for classifying that data, it becomes challenging to secure, manage, and use it effectively. And [...]

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Essentials controls that Financial Services firms should implement when using AI

2026-05-18T10:06:33+01:00February 13th, 2026|AI, Financial Services|

Across the financial services sector, there’s enormous excitement about the promise of generative AI including tools such as ChatGPT, Claude and Microsoft Copilot.   The potential to save money, improve customer service and better identify risk is enormous, however many firms have jumped onto the journey without putting in place the necessary controls to prevent serious security risks to their data.  This is not due [...]

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How to Manage Third Party Risk in the Financial Services Sector

2025-07-11T10:44:59+01:00July 22nd, 2025|Company News, Financial Services, Tips and Advice|

Maintaining relationships with other businesses is essential in modern business. From vendors and suppliers to contractors and partners, businesses must maintain strong relationships with a wide variety of companies in order to stay efficient and competitive. However, interaction with external entities has a number of risk factors, too, including cybersecurity vulnerabilities, financial instability, operational [...]

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What is Authorised Push Payment (APP) Fraud?

2025-07-11T10:31:45+01:00July 18th, 2025|Company News, Financial Services, Tips and Advice|

Fraudsters tricking others out of their money is nothing new. In fact, it’s been happening for thousands of years, with the first recorded instance of insurance fraud occurring in Greece in 300 BC. However, what is new is the level of sophistication fraudsters have been operating with since the rise of the internet and [...]

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How your IT team can be tricked into letting cyber criminals access to your IT systems

2025-06-02T17:24:41+01:00June 2nd, 2025|Accountants, Cyber Security, Financial Services, Law, Tips and Advice|

In recent months, cyber-attacks on high profile retail businesses including Marks & Spencer (M&S) and the Co-op have made the news headlines. This has affected many customers of these businesses, not just in terms of product availability, but also by having their personal data sold to criminals on the dark web.  Of even greater [...]

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The risk of ignoring technology investment in uncertain economic times

2025-05-09T17:47:53+01:00May 9th, 2025|Accountants, AI, Financial Services, Law|

We currently live in a more unstable and unpredictable world which is putting pressure on all businesses. Whether it is the global macroeconomic impact of Trump’s trade policies, the impact of wars raging on several continents or the increase in national insurance (effectively an employment tax) we have seen in the UK, businesses are [...]

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Highlights from our live cyber incident simulation workshop

2025-04-10T11:48:47+01:00April 3rd, 2025|Accountants, Cyber Security, Financial Services, Law|

Pro Drive IT recently ran a roundtable exercise titled “How to avoid cyber annihilation of your firm”, which as the name suggest was designed to educate the attendees on the cyber security risks to their business and to give them some practical advice and tips on how to respond if (when!) an incident occurs [...]

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