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 Accelerating AI Readiness With a Copilot Agent Enablement Day 02 Improving Inventory Visibility With a Visual Inventory Tracking System 03 Scaling Operational Efficiency With AI‑Driven Document Matching 04 Accelerating Developer Productivity With GitHub Copilot Enterprise 05 Optimizing Complex Operations With Predictive Intelligence 06 Accelerating ServiceNow Migration and Operational Stability During M&A 01 Accelerating AI Readiness With a Copilot Agent Enablement Day A large U.S.-based financial services organization partnered with Concurrency to accelerate hands‑on adoption of AI agents using Microsoft Copilot. While interest in Copilot was already strong, leadership wanted to move beyond experimentation and ensure teams understood how to apply Copilot and agents in a secure, practical, and business‑relevant way. Concurrency delivered an in‑person Copilot Agent Day designed to build foundational knowledge, surface real use cases, and create momentum for scalable AI adoption. View Details 02 Improving Inventory Visibility With a Visual Inventory Tracking System A U.S.-based industrial distributor partnered with Concurrency to modernize how it tracks, searches, and sells inventory across warehouse and sales teams. Operating in a resale‑driven environment where inventory changes constantly and varies by condition, the organization needed a faster, more reliable way to capture inventory details and make them immediately visible to sales. Concurrency delivered a visual, photo‑first inventory tracking system that reduced manual effort, improved response times, and established a scalable foundation for future automation. View Details 03 Scaling Operational Efficiency With AI‑Driven Document Matching A U.S.-based industrial distributor partnered with Concurrency to modernize high‑friction, document‑driven operational workflows tied to purchasing coordination and receivables processing. As transaction volume increased, leadership wanted to reduce manual effort and improve accuracy without adding headcount or replacing core systems. Through targeted automation and governance‑first design, Concurrency helped the organization establish a scalable foundation for efficient, AI‑enabled operations. View Details 04 Accelerating Developer Productivity With GitHub Copilot Enterprise A U.S.-based organization partnered with Concurrency to enable GitHub Copilot Enterprise across its development teams. As interest in AI‑assisted development increased, leadership wanted to ensure adoption delivered measurable productivity gains—not just experimentation. Through structured enablement and governance guidance, Concurrency helped the organization establish a scalable foundation for responsible, high‑impact Copilot adoption. View Details 05 Optimizing Complex Operations With Predictive Intelligence A multinational industrial organization partnered with Concurrency to improve the efficiency and consistency of a mission‑critical operational process. Because the process runs continuously at high volume, even fractional performance improvements translate into meaningful financial impact. Concurrency delivered a predictive, machine‑learning‑driven optimization solution that improved throughput, reduced variability, and established a scalable foundation for predictive operations across facilities. View Details 06 Accelerating ServiceNow Migration and Operational Stability During M&A A leading technology solutions provider partnered with Concurrency to execute a high‑risk ServiceNow migration following an acquisition. With a fixed, immovable timeline and zero tolerance for disruption, the organization needed to transition a newly acquired business unit into its enterprise ServiceNow environment while maintaining operational continuity. Through a structured migration, disciplined cutover planning, and post‑go‑live stabilization, Concurrency helped the organization modernize service operations and establish a scalable foundation for long‑term growth. View Details Previous Next Blog Impact Urgency Matrix Defined! 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