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 Building a User ID Agent to Modernize Client Services 02 Data Platform Assessment Creates a Clear Path to Modernization 03 Turning Sales Order Backlog into Actionable Business Insight 04 Preserving Critical Engineering Knowledge with an AI Assistant 05 Creating a Trusted Sales Data Foundation with Microsoft Fabric 06 Building AI Into the Flow of Service Operations 01 Building a User ID Agent to Modernize Client Services How a Global Data and Analytics Organization Used AI to Automate User Access Management and Create a Foundation for Service Operations Transformation View Details 02 Data Platform Assessment Creates a Clear Path to Modernization How a Manufacturing Organization Used a Focused Assessment to Identify Reporting Risks, Select a Future-State Architecture, and Define Its Next Investment View Details 03 Turning Sales Order Backlog into Actionable Business Insight How a Global Manufacturer Is Using Microsoft Fabric and Power BI to Improve Shipment Readiness, Backlog Visibility, and Business Decision-Making View Details 04 Preserving Critical Engineering Knowledge with an AI Assistant How a Specialized Manufacturer Is Turning Institutional Expertise into a Governed, Searchable Engineering Resource View Details 05 Creating a Trusted Sales Data Foundation with Microsoft Fabric How a Manufacturing Organization Is Replacing Duplicated Reporting Logic with a Governed, Scalable Analytics Platform View Details 06 Building AI Into the Flow of Service Operations How a Global Data and Analytics Organization Used Microsoft AI to Modernize IT Service Management View Details Previous Next Blog Becoming a Frontier Firm: Operationalizing Microsoft Copilot Across Your Workforce September 9, 2026 Azure OpenAI, Data & AI AI Governance Framework: Responsible AI & Model-Risk Management for Enterprises August 18, 2026 Brian Haydin Azure OpenAI, Data & AI RAG Is the Enterprise AI Starting Point, Not the Finish Line July 28, 2026 Brian Haydin
