Financial Services

The Challenge of Modernising Financial Services Technology

Australian financial services organisations operate under some of the most demanding regulatory frameworks in the world. APRA, ASIC, and the Privacy Act impose strict obligations around operational resilience, information security, and data governance. Meanwhile, customer expectations are accelerating, competitive pressure from neobanks and fintechs is intensifying, and legacy systems built over decades are struggling to keep pace.

Evocate has worked with banks, insurers, superannuation funds, and financial advisories since 2009. We understand that every technology decision in financial services carries regulatory weight. We don’t just implement Microsoft solutions; we implement them in a way that satisfies your compliance team, your risk committee, and your board.

We’re not here to sell you a digital transformation. We’re here to build the secure, compliant, and resilient Microsoft platform that your organisation needs to serve its customers and satisfy its regulators.

Evocate Understands Financial Services

Financial services isn’t just another industry vertical to us. We understand that:

• Regulation shapes everything. APRA Prudential Standards, ASIC requirements, AML/CTF obligations, and Privacy Act compliance aren’t afterthoughts. They’re the starting point for every technology decision. Our solutions are designed to meet them from day one.
• Operational resilience is non negotiable. CPS 230 means your technology must be resilient, recoverable, and auditable. We design Microsoft environments with business continuity, disaster recovery, and third party risk management built in.
• Data sovereignty matters. Regulators expect your data to stay in Australia. Boards expect to know where it is and who can access it. We configure Microsoft tenants with Australian data residency and appropriate access controls.
• Security is existential. A breach in financial services isn’t just a technology incident. It’s a regulatory event, a reputational crisis, and potentially a systemic risk. Our implementations follow CPS 234 principles and Microsoft security best practices.

Microsoft Solutions That Deliver

Compliant Cloud Migration to Microsoft 365

Structured migration programs that move email, documents, and collaboration workloads to Microsoft 365 while maintaining regulatory compliance. We’ve helped financial services organisations migrate with full alignment to APRA expectations, including risk assessments, board reporting, and exit strategy documentation.

Azure for Secure Infrastructure and Operational Resilience

Azure landing zones designed for financial services, with appropriate network segmentation, encryption, monitoring, and disaster recovery. Built to satisfy CPS 230 operational resilience requirements and CPS 234 information security obligations.

Microsoft Purview for Regulatory Compliance

Comprehensive information protection and governance implementations that automate compliance workflows. Sensitivity labels for client data classification, retention policies aligned to financial records obligations, and audit ready reporting for regulatory examinations.

Dynamics 365 for Client Relationship Management

CRM solutions configured for financial services workflows: adviser practice management, client onboarding, complaints handling, and regulatory correspondence tracking. Integrated with Microsoft 365 for seamless document management and communication history.

Microsoft Copilot for Productivity with Guardrails

Secure deployment of Microsoft Copilot that enhances productivity without exposing sensitive client data or creating compliance risks. We help financial services organisations evaluate, pilot, and roll out Copilot with appropriate information barriers and data loss prevention policies.

Why Financial Services Organisations Choose Evocate

• Australian owned and operated with offices in Melbourne, Sydney, Brisbane, Adelaide, and Canberra: local accountability for regulated industries
• Microsoft Partner and Cloud Solution Provider Tier 1: direct Microsoft relationship for licensing, support, and early access to new capabilities
• Deep regulatory understanding of APRA, ASIC, Privacy Act, and AML/CTF obligations as they apply to technology decisions
• 326 organisations served across financial services, government, defence, utilities, healthcare, and professional services since 2009
• Proven methodology: our EVOLVE framework ensures every project delivers measurable outcomes with appropriate governance and risk management

Start the Conversation

Your organisation’s technology modernisation starts with understanding where you are and where you need to be. That’s exactly what our EVOLVE Engage stage is designed for: no assumptions, no premade solutions, just a genuine effort to understand your regulatory context and operational requirements.

Contact us to schedule an initial Engage session, or call 1300 386 228 to speak with a financial services technology specialist.