Digital solutions for the Financial Services

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 a single platform.
Become more competitive when employees can find and share answers fast.

Download our eBook on the challenges of knowledge management and the secrets to achieving knowledge productivity.

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.

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.

Overcome the challenges of knowledge management and achieve knowledge productivity. Download this eBook to learn:

Today's challenges to manage knowledge
How to turn information into knowledge
How to advance from knowledge management to knowledge productivity: 6 strategies to disrupt the status quo

Equip employees with authoritative information to deliver personalized service.

Enable innovation by surfacing knowledge and enabling collaboration, to increase your competitive edge.

Employees engage when they have access to an easy-to-use knowledge platform for contributing and finding knowledge.

Automate tedious tasks to 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.”