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. 

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ACCELERATING OPTIMAL RESULTS

Advisor Helper
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Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients.

Customer Insights
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We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights.

Process Automation
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We use the power of artificial intelligence to help clients accelerate the automation of business processes.

Participation Icon

Advisor Helper

Concurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients.

Negotiation Icon

Customer Insights

We embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights.

Gear with rotating arrows

Process Automation

We use the power of artificial intelligence to help clients accelerate the automation of business processes.

Case Studies

01
Medical Service Organization Replaces MSP with In-House IT Infrastructure
02
Wisconsin-based Healthcare Administration Company Plans Cloud Migration with Azure Engagement Assessment
03
Global CPG Advisors Emboldened by Concurrency Leadership During Merger
04
Transforming Security Incident Response using ServiceNow, Splunk, and Phantom Integration
05
Strengthening IT Operations and Asset Management with ServiceNow Discovery/CMDB Implementation
06
ServiceNow Service Model Automation Transformation with Concurrency
01

Medical Service Organization Replaces MSP with In-House IT Infrastructure

Concurrency built a custom, Azure-based in-house IT infrastructure to replace the organization’s paid third-party IT provider, a Managed Service Provider (MSP), which couldn’t scale with the organization’s rapid growth-based business model. The new infrastructure is malleable enough to evolve alongside the company’s needs, increasing efficiency and adding significant, long-term ROI.

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02

Wisconsin-based Healthcare Administration Company Plans Cloud Migration with Azure Engagement Assessment

A Wisconsin-based healthcare administration company partnered with Concurrency for an Azure migration project funded by Microsoft. The project involves a detailed assessment of their current infrastructure and plans for a full migration to Azure, including application architecture analysis. The client is now well-prepared to kick off the Azure migration process, with the initial phase already underway with Concurrency.

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03

Global CPG Advisors Emboldened by Concurrency Leadership During Merger

Malissa Salzinger, an Account Executive at Concurrency, was able to complete Phase 2.1 of a large-scale merger between two Consumer Product Goods (CPG) advisors in half as much time as anticipated at the request of the clients. She did so by betting on her team’s ability to adapt to the new M&A deal timeline and tirelessly coordinating talent across companies, time zones, and even continents. The secret to her success? Malissa kept her eye on one critical metric throughout: Customer satisfaction. That meant reducing strain on existing employees, maintaining technical support, and otherwise ensuring the process was as painless as possible.

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04

Transforming Security Incident Response using ServiceNow, Splunk, and Phantom Integration

By implementing ServiceNow Security Incident Response integrated with Splunk and Phantom, this organization successfully transformed its security incident response capabilities. The unified platform, enriched with advanced threat detection and automated response features, enabled faster response times, efficient collaboration, and strengthened cybersecurity. This ultimately helped the client safeguard sensitive financial data, maintain compliance with regulations, and preserve customer trust in an ever-evolving threat landscape.

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05

Strengthening IT Operations and Asset Management with ServiceNow Discovery/CMDB Implementation

By collaborating with Concurrency to implement ServiceNow Discovery/CMDB, this company successfully achieved its goals of improved IT operations, accurate asset management, and quicker incident response. The enhanced CMDB provides a strong foundation for detecting outages and supporting future innovations. The company is now better equipped to deliver seamless financial services to its customers while maintaining the highest standards of operational excellence.

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06

ServiceNow Service Model Automation Transformation with Concurrency

This partnership with Concurrency proved to be transformative. Through the implementation of a streamlined tag-based service model and the automation of client software cloning processes, the organization achieved increased operational efficiency, reduced risk, and enhanced IT service delivery. This case study underscores the importance of leveraging expertise and advanced automation solutions to drive digital transformation and improve business outcomes.

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Blog

Mergers Divestitures & Acquisitions

Concurrency, your Post-Merger Technology Integration Partner

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