atlas by clearpeople

Financial Services and Insurance

Knowledge Workspace

Atlas: the next step in your digital transformation

  • Deepen your client-advisor relationship with the right information and useful insight.
  • Increase front and back office productivity with less time spent on searching and duplicate effort. 
  • Bolster compliance around sensitive data with governance and provisioning.
  • Consolidate your technology stack and leverage more of your Microsoft 365 investment. 

Fund, Asset Management and Insurance

Knowledge feature snippets

Streamline information for better client service

You need innovative ways to reduce costs and meet client expectations. 

  • A single view of your clients or assets where all the knowledge you need is served to you.
  • Quickly find proposals, policies with  a single powerful search across all information.
  • Build meaningful relationships with clients through seamless collaboration and secure file sharing with external parties on critical work.
  • Automate redundant and boring tasks so you can focus on high-value work.

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Protect sensitive data by reducing manual processes

Manually sorting and reviewing documents and information can be a burden for any financial institution. Atlas is designed to take the headache away from both IT as well as fund managers, asset managers and insurance professionals.

  • Information is properly tagged, classified and labelled through automation and user prompts.
  • Sensitivity labels can automatically be applied at container level. 
  • Digital sprawl is managed through provisioning workspaces with your pre-set policies. 
  • Microsoft Teams is managed with automated efficiency.
  • Atlas is built on Microsoft 365, which means you are in control of your data and policies. 

Atlas for the financial services industry

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Stand-out customer experience

Equipping your people with better information and ways to deliver personalised service, Atlas enables them to meet high client expectations. 

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Enables innovation

By surfacing knowledge, enabling collaboration and automating mundane tasks so people can turn their expertise to high value work, Atlas significantly increases productivity. 

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Engages employees

People want flexibility and to engage in meaningful work. Atlas offers an intuitive, collaborative digital workplace that enables everyone working from anywhere to contribute and do their best work. 

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Automates the mundane

Automating and streamlining burdensome manual processes, helps to reduce costs and increase customer satisfaction.

  • Executive Vice President
    "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
    "[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."
  • Senior Marketing Comunications
    “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.”

Some of our Atlas customers


Tokio Marine logo transparent
Bell & Clements logo
Hymans Robertson logo
Shamal logo
Al Ghurair Group logo


Discover what Atlas can do for you:

  • deepen client relationships.
  • increase front and back-office productivity.
  • a powerful, secure platform that increases flexibility, scalability and resilience.

Book a demo