Embrace Microsoft 365 Copilot without compliance worry

Implement and govern generative AI at scale for smarter and faster decisions

AI is just another communications channel you need to capture

Without proper compliance safeguards, AI-generated conversations can create significant blind spots and risk in your regulatory framework.

75
%

Financial services firms looking to implement AI¹

2 Million+ Microsoft Teams users captured

3.5
Billion

Total fines in USD issued by the SEC and CFTC since 2021 for recordkeeping failures²

8
Hours

Saved per week from using Microsoft 365 Copilot³

340
Billion

Estimated annual value in USD added from generative AI adoption within global banking⁴

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Removing the barriers to generative AI compliance

Smarsh sets the standard for generative AI compliance in financial services. Our direct API integrations — including ChatGPT Compliance API from OpenAI and Microsoft 365 Copilot — ensure firms can adopt AI confidently while meeting regulatory and governance requirements.

Microsoft 365 Copilot Capture

Enable your team to confidently capture and archive all Microsoft 365 Copilot interactions. This includes prompts, responses, attachments (files, images, videos), and metadata across web, Microsoft 365, Teams, and Copilot agents. Our solution preserves original formatting and context while maintaining full auditability with detailed user and session metadata.

Microsoft 365 Copilot

Text-based prompts and responses

Attachments-based prompts

Responses with attachments

Microsoft 365 Copilot agents

Microsoft Teams

1:1 Chats

Multi-user chats

Meeting transcripts and meeting charts

Context captured

Real-time user information insights and messages

Microsoft 365 Copilot metadata

Interaction type

Timestamps

Attachments with metadata

Compliance control without slowing innovation

Microsoft 365 Copilot Capture gives you full control over what’s recorded in each interaction, so you can confidently adopt Microsoft 365 Copilot without compromising compliance. Define internal policies at a granular level, ensure oversight of AI-generated content, and streamline compliance and AI governance from day one.

Smarsh Capture unifies Microsoft 365 Copilot data from web, Teams, Microsoft 365, and chat agents into one clear view to deliver precise, context-rich, actionable intelligence faster. Quickly identify trends, simplify workflows, and streamline compliance tasks.

Unified, context-rich view of conversations and files
Faster, easier decision-making and risk detection
Improved operational efficiency

Empower compliance teams with instant insights from comprehensive, accurate data, ensuring you're always ready for audits and regulatory requirements.

Smarsh securely captures and preserves Microsoft 365 Copilot interactions, ensuring trusted governance. Confidently navigate audits, regulatory compliance, and act on AI-driven insights.

Secure encryption of captured data
Authentic records in native formats
Seamless integration with Microsoft APIs
Clean and structured data for analytics, discovery and surveillance

Transform securely captured Microsoft 365 Copilot data into trusted insights, supporting strategic decisions and maximizing compliance confidence.

Ready to move forward with Microsoft 365 Copilot innovation without the compliance risk?

Related resources

1 https://www.bankofengland.co.uk/report/2024/artificial-intelligence-in-uk-financial-services-2024

2 https://www.hklaw.com/-/media/files/insights/publications/2025/03/futures_derivatives_law_report_march.pdf