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The problem
Govern trading records and client communications across Microsoft 365: why it breaks now
Recordkeeping and communications-surveillance rules assume trading and client conversations stay inside approved systems. They don't anymore. A Teams channel outlives the deal it was created for; Microsoft 365 Copilot can summarize a trade file in seconds. Rencore is the governance layer that keeps visibility, enforcement, and audit-ready evidence current across broker-dealer communications — without turning every review into a scramble.
Built for your role
What each stakeholder gets
- CISO / Security Leader. If a regulator asked for every external party with access to a specific trade file today, how long would it take you to answer? Rencore gives continuous visibility into who can reach that data, not a report generated after the request lands.
- IT Administrator / M365 Architect. Trading records sit inside Teams and SharePoint sites nobody re-reviews once the deal closes. Automate the policy enforcement so oversharing gets fixed continuously, not on a quarterly cleanup sprint.
- IT Manager / IT Director. Recordkeeping audits mean rebuilding evidence from scratch every cycle. Rencore keeps that evidence current every day, so the audit finds a system already governed, not a scramble.
- Business Leader / AI Champion. Microsoft 365 Copilot summarizing a client call or a trade file is a genuine productivity win and a new compliance question in the same moment. Govern what Copilot can see before the desk starts using it, and the rollout doesn't stall on a compliance review.
Why Rencore
Proof points
- 13x Named by Gartner as the third-party governance alternative
- 4.8/5 Rating on G2
- 157% Year-one ROI reported by customers
- 100%+ ARR growth, three years running
Teams, SharePoint, and Microsoft 365 Copilot now spread trading and client data faster than compliance can track it. Rencore keeps the record current, not reconstructed the week an audit lands.
Trusted by security, IT, and platform leaders
Security, IT, and platform leaders use Rencore to see their Microsoft estate, cut cost and risk, and roll out Copilot and agents on a governed foundation.
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With Rencore's scalable automation solutions, organizations can not only meet current challenges but also prepare themselves for future technological advancements.
Case Study
Philipp Widmer Head of Platform Services Universitätsspital Basel -
26% vs 3%
Organizations that govern Microsoft 365 well realize significant Copilot value 26% of the time, versus 3% for those that do not.
Gartner, 2025 Microsoft 365 Copilot Survey -
As we continue to expand our cloud capabilities, the foundation laid by Rencore Governance will undoubtedly play a crucial role in ensuring that each step forward is taken with confidence, security, and compliance in mind.
Case Study
Claude Bisdorff Head of IT Systems Ville de Luxembourg -
116%
ROI from Microsoft 365 Copilot once the program is adopted and governed, in Forrester’s Total Economic Impact study.
Forrester Total Economic Impact -
I currently estimate that we save around €80k per year by freeing up our IT admin team to do the work that counts.
Case Study
Undisclosed Former Lead O365 Competence Center Royal BAM -
71%
of enterprises name security and governance among their top challenges to deploying Microsoft 365 Copilot.
Gartner -
Rencore's centralized governance tool excelled at ensuring secure data in Microsoft 365 and minimizing the risk of unauthorized access.
Case Study
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150,000+
AI agents in use at the average Fortune 500 company by 2028. Agent sprawl is the next sprawl.
Gartner -
With Rencore Governance we are able to reduce manual governance activities, improve our service quality and generate valuable insights across our Microsoft service stack.
Undisclosed Head of AI & Process Automation Wacker Chemie AG
Where this hits hardest
UK & Ireland
The FCA's operational resilience rules and the Critical Third Parties regime hold banks accountable for the platforms trading data lives on, not just the trading desk. Rencore names the data at risk directly — trading records and client communications — and keeps a continuous account of who can reach them.
Nordics & Benelux
DORA applies to banks under EIOPA and national supervisors, with no carve-out for collaboration tools. Every Team and SharePoint site holding trading records falls inside your ICT risk management obligation — Rencore gives you one governed inventory of all of them.
DACH
German and Austrian banking supervisors publish volume and incident data, but the operational resilience obligation itself doesn't wait for a named breach. Proving control now is the argument — not a specific incident.
North America
Reg S-P and FINRA Rule 3110 require banks and broker-dealers to supervise and retain electronic communications, including anything shared in Teams. Reported breaches at firms including Western Alliance and SitusAMC show what happens when that supervision has a gap.