Top Credit Card Company Secures Enterprise AI
83% 12% 25%
Acceleration in Reduction in Improvement In
documentation cycles Azure Costs customer satisfaction
The Challenge
As a major financial institution processing millions of transactions, a leading credit cards and financial services giant in Israel faced the complex challenge of enabling AI-driven productivity while maintaining the highest levels of security and regulatory compliance. The organization needed to empower employees across all roles with AI capabilities without compromising sensitive financial data or violating strict industry regulations.
The Solution
CloudEdge designed and implemented a comprehensive Microsoft Cloud-based Virtual Desktop Infrastructure that serves as the foundation for secure AI adoption. The integrated architecture combines Azure Virtual Desktop, Microsoft 365, Entra ID, Intune, and Microsoft Purview. This solution leverages a Zero-Trust Architecture with Microsoft Entra ID and Intune for identity and device management, enforcing multi-factor authentication (MFA) on every session, and conditional access policies tailored to user roles. It also includes embedded AI governance with Microsoft Copilot, role-based access controls, prompt protection, and comprehensive usage auditing. Comprehensive security is achieved through Microsoft Purview for data governance, conditional access policies, and encryption at rest and in transit. Additionally, both persistent and non-persistent virtual desktops were tailored to different user roles and security requirements.
The Results
The implementation successfully enabled the company to become the first major financial institution in Israel to deploy enterprise-wide AI capabilities with full regulatory compliance. The project enabled secure AI access for all employees and enhanced operational agility while maintaining strict data protection, as data never leaves the secure cloud environment. Customer information is protected using encryption-at-rest and in-transit, with DLP (Data Loss Prevention) and Insider Risk Management configured to minimize risk. The governance framework created serves as a model for the broader financial sector, seamlessly integrating productivity AI tools within existing compliance structures.