Industry context

Collaboration and modern workplace in financial services

We roll out collaboration platforms so staff identity, meetings, chat and files sit in one governed tenant.

Dubai towers at dusk seen across a calm creek

The work covers tenant set-up, identity and access, records retention and the move from existing tools. We plan migration in waves, set governance for teams and sharing, and train people before each wave.

Financial institutions work under close central bank supervision, with fraud exposure and customers who expect money to move instantly. Risk, compliance and operations teams need to see how each change affects controls before it goes live, so we involve them from design onwards. Three things often decide the design: hosting in UAE or Saudi cloud regions, calling through operators licensed under TDRA and CST rules, and records retention for government and regulated data.

After stabilisation we hand over to your teams or keep running the service with you.

Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.

How the work is organised

From design to stable operation, with the evidence risk committees, internal audit and regulators ask for.

  • Tenant and identity

    Tenant configuration, single sign-on and conditional access aligned with your identity platform.

  • Governance and retention

    Rules for creating teams and sharing externally, with retention and eDiscovery settings for records.

  • Migration and adoption

    Mail, files and chat moved in planned waves, with training and support for each group of staff.

  • Regulatory landscape

    We map delivery evidence to the expectations of the regulator you answer to: the Central Bank of the UAE or, for capital market firms, the Securities and Commodities Authority; in Saudi Arabia, the Saudi Central Bank (SAMA), including its Cyber Security Framework, or the Capital Market Authority.

  • Meetings and calling

    Meeting rooms, calling plans and devices set up, with emergency calling and recording rules agreed.

  • External collaboration

    Guest access and shared channels with partners, controlled by policy and reviewed regularly.

Checks before you start

A collaboration rollout is ready to start when identity is in order and records management has set retention rules.

  • The classification of customer and transaction data has been agreed.
  • IT and records management have agreed the retention rules and the external sharing policy.
  • The groups of staff and the order of the migration waves have been agreed.

Plan collaboration and modern workplace in financial services

Tell us where you are today and which dates matter. We will propose a first phase with scope, owners and an itemised quotation.

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