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Financial records aren’t just about storage—they must remain readable, trustworthy, and accessible for decades. When regulators or investigators come calling, will you be able to retrieve and verify records from 5, 10, or even 15 years ago? Use this Audit-Ready Checklist to help financial services IT teams ensure Microsoft 365 archives meet long-term compliance standards:

  • Preserve formats to prevent file obsolescence
  • Maintain chain of custody with integrity verification
  • Enable fast search and retrieval for audit response
  • Optimize storage for cost-effective long-term retention

Download the Financial Services Audit-Ready Checklist and gain the confidence that Preserve365 keeps your records compliant, accessible, and defensible right inside Microsoft 365.

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