Microsoft Cloud for Australian Banking & Lending

APRA aligned. Operationally resilient. Built for regulated environments.

Australian banks, credit unions, and lending institutions operate under some of the strictest regulatory frameworks in the world. APRA prudential standards, ASIC market conduct obligations, AML/CTF requirements, and the Privacy Act create a compliance environment where every technology decision carries regulatory weight.

Evocate has delivered Microsoft platform projects for financial institutions that understand these obligations can’t be treated as an afterthought. We build compliant from the ground up.

What We Deliver for Banking & Lending

Microsoft 365 for Regulated Financial Institutions

Microsoft 365 for banking requires careful configuration against APRA CPS 234 controls, data sovereignty requirements, and information barrier policies that prevent conflicts of interest.

We implement Microsoft 365 environments for banks and lenders with sensitivity labels for financial data classification, information barriers between advisory and trading teams, and retention policies aligned to banking record-keeping obligations.

Azure for Banking Infrastructure

Azure landing zones designed for banking workloads: network segmentation between production and non-production environments, encryption at rest and in transit, disaster recovery aligned to CPS 230 tolerance levels, and monitoring that satisfies APRA reporting requirements.

See Azure.

Dynamics 365 for Lending and Client Management

CRM and workflow solutions for lending operations: loan origination tracking, client onboarding, broker relationship management, and complaints handling. Configured with appropriate audit trails and regulatory correspondence tracking.

See Dynamics 365.

Microsoft Purview for Banking Compliance

Data loss prevention policies that protect customer financial data, sensitivity labels aligned to banking classification requirements, and retention policies that meet ASIC record-keeping obligations. Audit-ready reporting for regulatory examinations.

See Microsoft Purview.

Microsoft Copilot with Banking Guardrails

Copilot deployment with information barriers, DLP policies, and access controls that prevent AI from surfacing sensitive customer data to unauthorised personnel. We help banks evaluate and deploy Copilot safely within their regulatory constraints.

See Copilot.

Compliance Frameworks We Work Within

• APRA CPS 234: information security capability, incident management, and testing requirements
• APRA CPS 230: operational resilience, business continuity, and third-party risk management
• APRA CPS 220: risk management frameworks and board oversight
• ASIC RG 104: licensing and market conduct compliance
• AML/CTF Act: anti-money laundering technology controls and record-keeping
• Privacy Act 1988: APPs compliance for customer data handling in Microsoft 365
• CDR (Consumer Data Right): data sharing and consent management

Why Banking Institutions Choose Evocate

• Australian owned and operated with data sovereignty guaranteed across all Microsoft workloads
• Microsoft Partner and Cloud Solution Provider Tier 1: direct Microsoft relationship with no intermediary
• Regulatory understanding that goes beyond technology into governance, risk, and board reporting
• Proven delivery methodology: our EVOLVE framework provides the governance and documentation that regulated institutions require
• 186 organisations served since 2009, including clients in highly regulated sectors

Start the Conversation

Contact us to discuss your banking technology requirements, or call 1300 386 228 to speak with a consultant who understands APRA-regulated environments.