Why Atlas is the next step in your digital transformation
Atlas surfaces the right information and useful insights, enabling you to deepen your client-advisor relationships.
Less time spent on searching and duplicated effort means front and back office productivity increases significantly.
Atlas bolsters compliance around sensitive data with governance and provisioning.
With Atlas you consolidate your technology stack and leverage more of your Microsoft 365 investment.
Download our eBook on the challenges of knowledge management, how to overcome these and how to achieve knowledge productivity.
Fund, Asset Management and Insurance
Streamlined information. Enhanced client service
You need innovative ways to reduce costs and meet client expectations. Atlas delivers:
A single view of your clients or assets where all the knowledge you need is served to you.
A single, powerful search across all information and apps so proposals and policies are quickly and easily found.
Seamless collaboration and secure file sharing with external parties on critical work, helping you build meaningful relationships with your clients.
Automation for redundant and boring tasks so you can focus on high-value work.
Protect sensitive data by reducing manual processes
Manually sorting and reviewing documents and information can be a burden for any financial institution. Atlas saves IT, fund managers, asset managers and insurance professionals the headache.
Information is properly tagged, classified and labelled through automation and user prompts.
Sensitivity labels can be automatically applied at container level.
Digital sprawl is managed by provisioning workspaces with your pre-set policies.
Microsoft Teams is managed with automated efficiency.
Atlas integrates seamlessly with Microsoft 365, giving you control of your data and policies.
eBook: Moving from knowledge management to Knowledge Productivity in the financial services & insurance industries
A comprehensive eBook on the challenges of knowledge management, how to overcome these and how to achieve knowledge productivity. Download this eBook to learn:
The challenge of managing knowledge
Turning information into knowledge
From knowledge management to knowledge productivity
Advancing to knowledge productivity: 6 strategies to disrupt the status quo
and more
Atlas for the
financial services industry
Stand-out customer experience
Equipping your people with better information and ways to deliver personalized service, Atlas enables them to meet high client expectations.
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.
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.
Automates the mundane
Automating and streamlining burdensome manual processes, helps to reduce costs and increase customer satisfaction.
Executive Vice President
TOKIO MARINE HCC
"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
TOKIO MARINE HCC
"[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
BELL & CLEMENTS
“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
Discover what Atlas can do for your organization:
Deepen client relationships.
Increase front and back-office productivity.
A powerful, secure platform that increases flexibility, scalability and resilience.
