BE THE FUTURE OF FINANCE Reduced time-to-answer. Enhanced customer insights. We accelerate action and outcomes to create a tighter advisor/client relationship for financial service pros. Energy & Utilities Financial Services Healthcare Manufacturing Retail Technology Menu Industries Energy & Utilities Financial Services Healthcare Manufacturing Retail Technology From the services you provide every day to becoming an industry disruptor, we’ll take you further with self-service experiences and lower processing costs. You’ll see greater value with APIs, RPA and AI, cloud computing, mobile optimization, and more. ACCELERATING OPTIMAL RESULTS Advisor Helper Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer Insights We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process Automation We use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor Helper Customer Insights Process Automation Advisor Helper Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer Insights We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process Automation We use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor Helper We help clients support individual sales reps or full teams to send meaningful, relevant content back fast when they get client requests. What kind of solutions can you expect? Think about how much your enterprise could benefit from a question-and-answer bot or response accelerator platform. Time is too valuable to waste when business is at stake and the competition is better equipped to respond. Customer Insights Your customers pursue excellence, always seeking something better. Your business’s value is more than your product or service—it’s the ways you show customers how to increase profits that they might not see. Our team knows what’s possible, using AI tools for a data-driven understanding of your target audience, finding opportunities for you to be a transformative difference-maker. Process Automation Our innovative, easy-to-implement, low-maintenance tools will fuel your speed of service and strengthen customer relationships. Erase issues in your current manual processes that result in costly rework and potentially find gaps. Automation takes over processes, often turning 100% manual processes to 90% automated—apply this across 500,000 times per year and imagine how much more above-the-line work teams can put that time to. Concurrency empowered us, taught us and showed us how to execute a plan for future success. Concurrency provided the guidance we needed and helped us build the right plan. Ed Garcia | MB Financial Case Studies 01 Transforming Accounts Receivable with an AI-Driven Customer Collections Agent 02 Advancing AI Adoption with Copilot Studio Enablement 03 Transforming Call Center Operations with Microsoft Teams Voice 04 Automating Finance Workflows with a Custom Power Platform and SharePoint Solution 05 Modernizing Document Management and Enabling AI-Ready Operations with Microsoft 365 06 Accelerating Enterprise AI Adoption with Microsoft Copilot 01 Transforming Accounts Receivable with an AI-Driven Customer Collections Agent A U.S.-based chemical manufacturing organization partnered with Concurrency to modernize and automate its customer collections process through an AI-driven solution. Facing fragmented processes and limited visibility into outstanding receivables, the organization sought to improve efficiency, accuracy, and scalability within its finance operations. Concurrency delivered a Customer Collections Agent that centralizes data, automates workflows, and enables more proactive, intelligent collections management. View Details 02 Advancing AI Adoption with Copilot Studio Enablement Following a successful Microsoft Copilot adoption program, a leading manufacturing organization partnered with Concurrency to accelerate its AI journey through targeted Copilot Studio enablement. Building on early adoption momentum, the organization sought to empower employees with the skills and tools needed to design, build, and deploy AI agents. Concurrency delivered a structured, hands-on enablement program that advanced AI capabilities from productivity use cases to practical automation. View Details 03 Transforming Call Center Operations with Microsoft Teams Voice A U.S.-based organization partnered with Concurrency to modernize its legacy telephony system and implement a cloud-based call center solution using Microsoft Teams Voice. Facing limitations with its existing phone system, the organization needed a scalable, integrated platform to support customer interactions and internal communication. Concurrency delivered a Teams Voice solution with advanced call routing, auto attendants, and call queues—enabling a streamlined, high-performing call center experience and a future-ready communication foundation. View Details 04 Automating Finance Workflows with a Custom Power Platform and SharePoint Solution A U.S.-based manufacturing organization partnered with Concurrency to modernize and automate its finance workflows through a custom-built application and SharePoint-based platform. Initially seeking a Power Apps solution, the project evolved into a more advanced SharePoint Framework (SPFx) implementation to support complex CapEx workflows, approvals, and financial calculations. The result was a centralized, scalable solution that streamlines finance operations and improves accuracy, visibility, and user experience. View Details 05 Modernizing Document Management and Enabling AI-Ready Operations with Microsoft 365 A U.S.-based commercial real estate organization partnered with Concurrency to modernize its document management, device management, and AI readiness through a comprehensive Microsoft 365 transformation. Relying on legacy file storage systems and disconnected tools, the organization faced challenges managing large volumes of structured and unstructured data. Concurrency delivered a secure, cloud-based foundation that improves collaboration, strengthens security, and enables future AI-powered workflows. View Details 06 Accelerating Enterprise AI Adoption with Microsoft Copilot A global manufacturing and retail organization partnered with Concurrency to implement a structured AI adoption program centered on Microsoft Copilot. Prior to the engagement, AI usage was exploratory and lacked governance, training, and scalability. Concurrency helped the organization transition from experimentation to a secure, enterprise-ready AI foundation—enabling employees to adopt AI confidently while ensuring proper data protection and long-term scalability. View Details Previous Next Blog Impact Urgency Matrix Defined! April 14, 2026 Concurrency Azure OpenAI, Data & AI Why a Model Diversity Approach Is the Responsible Enterprise AI Strategy April 7, 2026 James Savage, CEO Data & AI Modern Data Architecture in Practice: Lessons from a Collaborative Fabric Rollout January 28, 2026 Derek Steckel
