Atlas for Financial Services and Insurance

Accelerate decision making, reduce risk, and get 

The insurance industry is data-rich, knowledge-intensive, and heavily regulated. Atlas is purpose-built to address these challenges, helping you unlock the full value of your Microsoft investment while improving compliance, efficiency, and employee productivity.

Fund, Asset Management and Insurance

Enhance client service with streamlined information

• Providing a single view of clients or assets where all needed knowledge is served.
• Enabling single, powerful search across enterprise systems to quickly find proposals and policies.
• Facilitating seamless collaboration and secure file sharing with external parties on critical work, building meaningful client relationships.
• Automating redundant and tedious tasks, allowing focus on high-value work.
  
  

Protect sensitive data by reducing manual processes

Atlas unburdens IT, fund managers, asset managers and insurance professionals by:

• Automatically tagging, classifying and labeling content.
• Automatically applying sensitivity labels at the container level.
• Managing digital sprawl by provisioning workspaces with pre-set policies.
• Bringing order to Microsoft Teams and transforming the employee experience.
• Streamlining Microsoft tools, enterprise systems and content into a single platform, providing control of data and policies.