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 HelperConcurrency’s AI gives your sales teams the critical decision-making assets they need to respond more quickly to clients. Learn More Customer InsightsWe embolden clients and their customers to generate new revenue streams through a combination of human expertise and AI insights. Learn More Process AutomationWe use the power of artificial intelligence to help clients accelerate the automation of business processes. Learn More Advisor HelperWe 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 InsightsYour 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 AutomationOur 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 FinancialCase Studies 01 Transforming Travel Management at Fox World Travel with AI: A Chatbot Solution for Enhanced Customer and Employee Experiences 02 Medical Service Organization Replaces MSP with In-House IT Infrastructure 03 Wisconsin-based Healthcare Administration Company Plans Cloud Migration with Azure Engagement Assessment 04 Global CPG Advisors Emboldened by Concurrency Leadership During Merger 05 Transforming Security Incident Response using ServiceNow, Splunk, and Phantom Integration 06 Strengthening IT Operations and Asset Management with ServiceNow Discovery/CMDB Implementation01Transforming Travel Management at Fox World Travel with AI: A Chatbot Solution for Enhanced Customer and Employee ExperiencesFox World Travel partnered with Concurrency to enhance their chatbot, by enabling it to process both unstructured and structured data, improving data retrieval and decision-making for travel managers. The solution increased the chatbot’s reliability, scalability, and accuracy, earning the company a prestigious industry award for its innovative approach. View Details02Medical Service Organization Replaces MSP with In-House IT InfrastructureConcurrency 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. View Details03Wisconsin-based Healthcare Administration Company Plans Cloud Migration with Azure Engagement AssessmentA 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. View Details04Global CPG Advisors Emboldened by Concurrency Leadership During MergerMalissa 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. View Details05Transforming Security Incident Response using ServiceNow, Splunk, and Phantom IntegrationBy 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. View Details06Strengthening IT Operations and Asset Management with ServiceNow Discovery/CMDB ImplementationBy 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. View Details Previous Next Blog Workplace Modernization Scouting Frozen Terrain: How Microsoft Fabric Accelerates ML in Manufacturing February 25, 2025 Brian Haydin Data & AI Create value for your customers with your data and the rest will fall behind it February 6, 2025 Nathan Lasnoski Data & AI Seeking a Deeper Understanding of the Hype February 5, 2025 Brian Haydin
