Industry: Financial Services
Copilot Is Re-emphasizing the Need for Better Information Governance
For better Copilot results, organizations need strong information governance, metadata, and trusted content foundations before rolling out AI.
Colligo Named One of Canada’s Top Growing Companies in The Globe and Mail’s 2026 Ranking
Colligo ranked No. 56 in the Technology and Telecom category with 103% growth.
The State of Email Governance in Mid-Market Law Firms
Explore 5 trends shaping email governance in law firms, including dark data, SharePoint adoption, AI readiness & knowledge retention.
Unlocking Better Copilot Results With Organized Content & Email
Learn how organized content, email management and metadata help improve Microsoft Copilot results. Featuring a customer case study.
Why Legal Teams Are Rethinking Their DMS—and How to Make Microsoft 365 Actually Work
Learn why legal teams are switching to and a modern, user-friendly legal DMS in Microsoft 365 – while keeping data in their own tenant.
Email Retention and Deletion Best Practices: Lessons from Real-World Case Studies
Learn email retention & deletion best practices including lifecycle management, governance strategies & real-world case studies.
Introducing AI Summary in Email Manager for Faster Insight
AI Summary, a powerful new capability built directly into Colligo Email Manager, examines email body content & generates an overview.
Saving Over 20 Hours, Per Lawyer, Per Month with Email Manager
Lawyers each save 20 hours per month using Email Manager: Independent Office for Police Conduct case study.
Insurance Broker Improves Compliance & Saves Time With Colligo Email Manager
Team members have fast way to compliantly file emails to SharePoint without leaving Outlook: Insurance Broker Case Study.
Copilot & Governance – More Than Just Buzzwords!
Copilot promises to revolutionize the workplace with AI-driven capabilities. Register for our webinar to learn why information governance has never been more crucial.
How to Make Email Records Management Easy with ‘Auto-File’
We’ve got great news for you. Email ‘auto-file’ is here! Join us to see what makes this leading-edge, one-of-a-kind tool special.
Colligo, AI & Copilot Synergy: Everything You Want to Know
How Colligo and Microsoft AI technologies work together to empower your business. All your questions answered.
Why Drag and Drop Email to SharePoint is a Bad Idea
Five crucial reasons not to file drag and drop email to SharePoint from Outlook. Plus, a better approach for email management.
Superior Email & Document Management With SharePoint Premium + Colligo
An exclusive presentation with Microsoft Content AI Global Black Belt Steve Pucelik. Hear all about the new SharePoint Premium.
Mastering Microsoft 365 Governance Essentials
All you need to know about Microsoft 365 governance and how you can master it to effectively manage your organization’s data.
Is your data ready for AI?
Learn how to get your company data AI-ready so you can harness the power of this exciting new technology – while mitigating the risks.
Why is metadata important in the age of AI?
Find out why metadata is important for preparing your business to take advantage of AI. Get guidance on tagging your enterprise content.
How to Make Metadata Your Secret Weapon in the Age of AI
Transform your data management strategy to harness value from AI. Find out how metadata can make your business more efficient and compliant.