Atlas for Financial Services and Insurance

Zero guesswork. Trusted knowledge for financial services and insurers

Atlas eliminates silos by intelligently capturing, enriching, and connecting knowledge across systems, transforming fragmented product information, investment insights, and regulatory updates into a trusted, centralized source of truth.

The result? Teams work from a single source of truth, reducing risk, improving client response rates, and serving clients with confidence.

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.