Microsoft Teams handles chat & channels, meetings & events, phone integration and real-time translation and interpretation for wealth-management firms. Like every system in your stack it holds a slice of the firm — teams business plan, teams essentials, microsoft 365 business standard and microsoft 365 business premium — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker takes the other approach. Your records stay in a Snowflake environment your firm owns, and Microsoft Teams is driven from it as events occur, rather than a standing copy sitting in another vendor's system. That keeps one governed source behind everything — row-level entitlements, PII masking and SOC 2 Type II controls you set — applied whether someone is reading a dashboard or a message in Microsoft Teams.