How to use Microsoft 365 to automate your data classification policies

2026-03-17T16:09:28+00:00March 17th, 2026|Compliance, Security and Threats, Tips and Advice|

For financial and professional services firms, data classification is no longer optional. With the growth of artificial intelligence in everyday tools, firms must understand exactly what information they hold, how sensitive it is, and how it should be used. At Pro Drive, we help our clients create a practical and secure approach to data [...]

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How to create a data classification framework

2026-03-17T10:48:48+00:00March 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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Why classifying data matters more than ever in the age of AI

2026-03-17T10:50:35+00:00March 17th, 2026|Accountants, Cyber Security, Law|

We recently wrote about why having a framework for classifying your data is so important in the digital age and the hidden risks that firms are building by not investing time in doing this.  With Artificial Intelligence increasingly embedded into everyday business tools, classifying data properly has become essential to running a secure, compliant, [...]

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Essentials controls that Financial Services firms should implement when using AI

2026-02-13T14:50:01+00:00February 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 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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