Financial Services & Superannuation Microsoft 365 Specialists

A Microsoft 365 consultant helps a bank, super fund or wealth manager get more from the Microsoft tools it already pays for. That usually means moving files off old servers, setting up SharePoint so access is tight, building an intranet and policy hub, and preparing your workplace for Copilot. The SharePoint intranet we built for Hostplus, a super fund with more than one million members, is one example. Sope's Microsoft 365, SharePoint and AI consultants can do all of this, working alongside your internal IT team or managed service provider.

You move from a file server to SharePoint without losing version history by planning the new structure first, then migrating with tools that carry each file's history and details across. Moving everything as-is just recreates the mess, so we agree what moves, what's archived and who owns each area before anything shifts. We've delivered SharePoint migrations for financial services clients including NGS Super and UFinancial, whose files moved off Dropbox. Learn more about our migrations.

Yes, SharePoint can manage your policies and show who has read them. It handles version history, approvals and review dates, and we add read lists with due dates and reminders, so you can see which staff have read each policy. For banks and wealth managers with branch or adviser networks, we set this up so new policies reach every location, not just head office. See how we manage policies in SharePoint.

You keep SharePoint permissions right during a restructure or merger by mapping the new structure against current access before moving anything. When NGS Super's teams changed, we renamed and restructured its SharePoint sites to match, in a project planned around keeping existing permissions in place. For People First Bank, formed from the merger of People's Choice and Heritage, we replaced two legacy intranets with one SharePoint intranet. Either way, finish by reviewing who can see what once the change is done.

Financial services organisations can roll out Copilot safely by fixing permissions and labelling sensitive client and member information before more people get access. Copilot shows people anything they can already open, so oversharing that went unnoticed for years becomes easy to find. In our experience preparing Microsoft 365 for Copilot, the problem is rarely Copilot itself. It's old sites shared too widely and outdated content that Copilot treats as current. Start with a small, trained group, measure the results and expand. See our AI enablement services.

Microsoft 365 and SharePoint can support you to meet APRA's CPS 234 and CPS 230 obligations, but meeting them stays your organisation's responsibility. For CPS 234 (Information Security), Microsoft 365 includes access controls, sensitivity labels, data loss prevention and audit logs. For CPS 230 (Operational Risk Management), SharePoint can hold your policies, procedures and business continuity plans with owners, review dates and full version history. In our experience, the gaps are rarely missing tools. They're permissions that have drifted over time and policies with no clear owner. We configure and document these controls with your team, and Sope is ISO 27001 certified.

Yes, Sope can work alongside your IT team or managed service provider. We handle the specialist SharePoint and Microsoft 365 work while they look after day-to-day infrastructure. Some of our super fund and finance clients first came to us through their managed service provider, and we deliver with both teams in the loop. For ongoing help after launch, SopeCare is there when you need it.