Atlas for financial and insurance: AI-ready knowledge platform

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Zero guesswork. Trusted knowledge for financial services and insurers

Atlas reimagines how firms use knowledge by capturing information effortlessly, enriching it with context, and unifying it across business systems.

Atlas transforms fragmented product information, investment insights, and regulatory updates into trusted, centralized knowledge that is easy to find, share, and act on.

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

Atlas streamlines information, enabling better client service with a single view of clients or assets, powerful search to quickly find proposals and policies, secure collaboration, and task automation.

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.

Create a single source of truth

Atlas unifies intranet, knowledge management, governance and AI in one platform. It breaks down silos and ensures accurate and up-to-date information.

Increases productivity

Less time spent on searching and duplicate effort for both front and back office.

Protect sensitive data by reducing manual processes

Atlas saves time and protects data by automating content tagging and sensitivity labels, managing digital sprawl with provisioning, and unifying tools and policies in one platform.

Why Atlas for Financial Services and Insurance

Empowers teams to find trusted information in seconds, enabling faster, personalized service delivery

Provides trusted knowledge in context, for even greater gains from Microsoft Copilot, Atlas AI and other tools

Gold standard for instant knowledge and precise AI

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

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

Embedded in Microsoft 365 - leveraging the tools you teams already use and maximizing your investment

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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[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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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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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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