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 Enhancing Manufacturing Efficiency with Microsoft Copilot for M365 02 Accelerating Productivity and Insights with Microsoft Copilot for M365 03 AI Agents Transform HR and Legal Operations for Leading Manufacturing Company 04 AI-Powered AR/AP Matching Transforms Financial Operations for Leading Manufacturer 05 AI-Powered Chat: Transforming Technical Support with Generative AI 06 AI-Driven Solution for Enhanced Document Accuracy01Enhancing Manufacturing Efficiency with Microsoft Copilot for M365A leading process manufacturer partnered with our team to deploy Microsoft Copilot for Microsoft 365, driving improved data-driven decision-making, enhanced operational efficiency, optimized collaboration, and stronger governance and data security. View Details02Accelerating Productivity and Insights with Microsoft Copilot for M365 An Insurance organization partnered with our team to deploy Microsoft Copilot for Microsoft 365 driving increased efficiency, enhanced user engagement and AI adoption, and stronger governance and data security. View Details03AI Agents Transform HR and Legal Operations for Leading Manufacturing CompanyA leading manufacturing company partnered with Concurrency to modernize its HR and Legal operations using AI Agents. These intelligent solutions were designed to automate repetitive tasks, improve compliance, and elevate employee and legal team productivity. By deploying AI into high-volume support workflows, the organization achieved measurable efficiency gains and established a foundation for competitive advantage through intelligent automation. View Details04AI-Powered AR/AP Matching Transforms Financial Operations for Leading ManufacturerA leading North American process manufacturer partnered with Concurrency to modernize its Accounts Receivable (AR) and Accounts Payable (AP) operations using AI and automation. By deploying an intelligent receipt-matching solution, the organization significantly reduced manual workload, improved processing accuracy, and streamlined finance workflows—leading to greater operational efficiency and fewer errors in day-to-day transactions. View Details05AI-Powered Chat: Transforming Technical Support with Generative AIA leading North American discrete manufacturer partnered with Concurrency and Microsoft to pilot an AI-powered chat assistant that enhances the way teams access complex technical documentation. The solution streamlines the retrieval of highly specific information, reducing time and effort, and significantly improving the customer and employee experience across key workflows—while giving the organization a competitive edge through faster response times, greater accuracy, and a more modern, AI-driven support experience. View Details06AI-Driven Solution for Enhanced Document AccuracyA major process manufacturing company partnered with Concurrency and Microsoft to automate and streamline its sales order documentation process. By deploying an AI-powered solution to review critical sales documents, the company dramatically improved accuracy, reduced manual workload, and eliminated recurring errors. This initiative led to significant time savings and operational efficiency across key manufacturing workflows. 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