Atlas for Financial Services and Insurance

Screenshot of Atlas Knowledge Management workspace

Accelerate decision making, reduce risk, and get productive

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.

  • Tokio MHCC logo CP website
  • Shamal logo
  • SAGRE logo CP website
  • AG Insurance logo
Monitor-light-cyan-Know-How

Fund, Asset Management and Insurance

Enhance client service with streamlined information

Atlas empowers you to meet and exceed client expectations by: 
  • 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.

Atlas for the financial services industry

Stand-out customer experience

Equip employees with authoritative information to deliver personalized service.

Enables innovation

Enable innovation by surfacing knowledge and enabling collaboration, to increase your competitive edge.

Engages employees

Employees engage when they have access to an easy-to-use knowledge platform for contributing and finding knowledge. 

Automates the mundane

Automate tedious tasks to increase customer satisfaction.

Connex Screens complete

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.

Why Atlas for Financial Services and Insurance

Effortlessly find the right information with Atlas' Enterprise Search and AI Assistant

Precise and trusted AI answers, informed by verified and high-quality data

Enable employees to self-serve, with unmatched governance and provisioning capabilities

Scalable AI - a flexible solution for enterprise-wide use cases

What our customers say

  • With this platform [employees are] better equipped to converse with agents, brokers and policy holders about the company, with the tools they need at hand.


    Executive Vice President at TOKIO MARINE
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    Tokio Marine Testimonial logo
  • [Atlas] will be a key driver for us to connect people at all levels across all hierarchies through a fresh, new interactive platform which employees feel invigorated to use and add to.


    Executive Vice President at TOKIO MARINE
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    Tokio Marine Testimonial logo
  • It is vital that we provide an intelligent workspace to allow staff access to the information they need wherever they are, and Atlas is the platform that offers this.


    Senior Marketing Communications at BELL & CLEMENTS
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    Anonymous Testimonial logo cyan

Knowledge Productivity in Financial Services & Insurance

A comprehensive e-book on the challenges of knowledge management, how to overcome these and how to achieve knowledge productivity.

Knowledge Productivity in the financial services & insurance industries eBook 3D Cover

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