The knowledge platform for financial services and insurance
Create knowledge securely with Generative AI and then share with colleagues and clients.
Discover authoritative answers quickly with Atlas' AI Assistant.
Bolster compliance around sensitive data with Atlas' unmatched governance and provisioning.
Streamline Microsoft tools, enterprise systems and content into asingle platform.
Become more competitive when employees can find and share answers fast.
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.
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.
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.
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.
[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.
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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