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 Wealth Manager Leverages Custom Dynamics 365 Applications to Deliver a Better Customer Experience 02 U.S. Metal Distributor Reducing Sales Complexity with Automated Product Search 03 Global Leader in Marine Recreation Leverages Concurrency’s Digital Operations to Improve its Security Infrastructure and Employee Engagement 04 Clover Imaging Group and Concurrency Enhance Work Opportunities for People with Cognitive Disabilities 05 Concurrency Teams with Two Other Microsoft Partners on Lotus to Office 365 Migration 06 Concurrency Helps Cloud Solutions Provider—an AWS Partner—Initiate Azure Services01Wealth Manager Leverages Custom Dynamics 365 Applications to Deliver a Better Customer ExperienceThis case study explores how Concurrency collaborated with a Fortune 100 multinational financial services firm to leverage Microsoft Dynamics 365, creating a unified digital platform. The goal was to automate processes, provide advisors with better tools, and ultimately deliver a superior client experience. By standardizing operations and embracing innovative tools, the firm aimed to secure its position in the dynamic Wealth Management industry, where personalized service and efficiency are key. The adoption of Dynamics 365 streamlined data management, empowered advisors, and positioned the firm for continued growth while maintaining a high-touch approach to client service. View Details02U.S. Metal Distributor Reducing Sales Complexity with Automated Product SearchThe primary goal of this case study was to significantly reduce the time it took to provide quotes for over 100,000 different types of metal products, enhancing the efficiency and competitiveness of a leading U.S. metal distributor. The solution involved the deployment of a cloud-based system powered by Microsoft technology and natural language processing (NLP). This innovative system automated product searches and rapidly generated near-real-time quotes for sales representatives to present to customers. View Details03Global Leader in Marine Recreation Leverages Concurrency’s Digital Operations to Improve its Security Infrastructure and Employee EngagementThey needed a partner that could assess and advise on real-time events within its Microsoft E5 security solution as well as other areas of the IT infrastructure, in addition to providing hands-on support in keeping the environment thriving. After consulting with Concurrency on its security roadmap and a series of small projects, the organization engaged with Concurrency’s Digital Operations team to help implement a best-in-class security platform, provide proactive support, and ensure continued agility. View Details04Clover Imaging Group and Concurrency Enhance Work Opportunities for People with Cognitive DisabilitiesTo bring the concept to reality, Clover Imaging Group partnered with Concurrency to build a mixed reality platform leveraging a multi-component, hand-attached scanner, headset and visual and audio input. The solution leverages Microsoft Azure Cognitive Services, Azure ML, Azure SQL, Azure Speech and location awareness. Conversational AI technology combined with mixed reality creates a virtual guide to help individuals with cognitive disabilities perform a job and a series of tasks that they might not otherwise be able to complete on their own. View Details05Concurrency Teams with Two Other Microsoft Partners on Lotus to Office 365 MigrationFor many years, this food manufacturing and distribution company used an on-premises Lotus Domino platform for email, calendaring, and contact management. The company recognized the software was not enabling employees to collaborate effectively. Therefore, its IT team decided to migrate the company’s communications to Microsoft Office 365. View Details06Concurrency Helps Cloud Solutions Provider—an AWS Partner—Initiate Azure ServicesFor this project, we assisted our client to establish a delivery model for a wide range of cloud solutions on the Azure platform. This particular client is an Amazon Web Services partner that had received requests from its own customers for Azure-based services. Our client decided to initiate Azure offerings, formed an internal team to lead the project, and contracted with us to provide assistance. View Details Previous Next Blog Data, KQL, Log Analytics, Microsoft, Microsoft Sentinel, Transform Transforming Log Analytics: How We Saved a Company Over $100,000 November 7, 2023 Joseph Dutton Azure OpenAI Microsoft’s Free AI Training: Your Gateway to the Future! 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