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.
Colligo Selected as Microsoft Content AI Preferred Partner
Microsoft partner designation reserved for most qualified ISVs poised to propel customers’ businesses forward in the age of AI Colligo is thrilled to announce we have earned Preferred Partner status in Microsoft’s Content AI Partner Program for 2024. The highest tier designation recognizes our great success in delivering content services solutions on Microsoft 365. The…
Email Archive Solution for Compliance & Knowledge Management
Learn 3 quick steps to safeguard & preserve company email records for compliance & security. The ultimate email archive solution.
Email Management Magic in Microsoft 365
Dive into the world of seamless & effective email management and discover how to conquer email chaos in this 30-minute webinar.
Mastering Email Records Management in Microsoft 365
Take your information governance program to the next level. Join Colligo and Infotechtion for a webinar: Mastering Email Management in Microsoft 365.
Email Records Management: A Complete Guide to Automating Compliance in Microsoft 365
One-of-a-kind bulk filing tool enables you to move large batches of emails from Outlook to SharePoint. Welcome to a world of efficiency.
Email Manager Fills Microsoft 365 Gap Allowing Accountancy to Modernize in Cloud
Team members have fast way to easily file emails to SharePoint without leaving Outlook: Accountancy Firm Case Study.
Navigating Data Governance in Financial Services
Turn data governance into your superpower. Learn to streamline finance data management and implement effective data governance with Colligo.
4 Technology Principles for AI-Ready Financial Services Firms
Discover four technology principles that help financial services firms strengthen governance, improve compliance, and prepare for AI.
Oil and Gas Records Management: Best Practices
Best practices for records management in the oil & gas industry, based on experience with 3 of the world’s top 5 oil & gas corporations.
Email Retention: A Key Part of Information Management in Microsoft 365
Learn what email retention is and how to create effective retention policies in Microsoft 365. Improve compliance and reduce risk.