107 FINANCIAL SERVICES “3Cloud leverages generative AI and intelligent document processing to accelerate the ingestion and standardisation of state-specific ACORD forms, to land quality data into financial services clients unified data platform within Microsoft Azure. Advanced models then flag over/under coverage scenarios and deliver actionable insights through intuitive agent interfaces. Agents can quickly identify gaps and potential risks, protecting both agencies and clients from unexpected exposures.” John Miroballi Vice President, Sales, Financial Services, 3Cloud Alex Baulf Vice President, E-Invoicing and Live Reporting, Avalara “Avalara leverages Microsoft Dynamics 365 and GP integrations to help organisations automate electronic invoicing and tax reporting. Through Avalara E-Invoicing and Live Reporting, firms can embed compliance workflows directly in their enterprise resource planning systems, enabling real-time invoice validation, transmission and error handling. This reduces manual effort, supports jurisdiction-specific mandates like continuous transaction controls and ensures audit readiness, strengthening risk management and compliance across global operations.” We asked selected Microsoft partners how they are using Microsoft technology to support financial services organisations in strengthening risk management and compliance Partner perspectives Image: iStock/Thapana Onphalai
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