Finance and Insurance


Collaborate effectively on deals, share documents, and automate workflows with Microsoft Teams Templates

Microsoft Teams Templates

Build Teams templates for proposal management, key account management, retail bank, and other use cases. Build standard, shared, and private channels, upload files and folders, connect and pre-configure any Microsoft or 3rd party app 

File Cloning

Upload guidelines, contract and proposal templates, codes of practice, and other documentation that will be useful for future teams based on your templates. Rest assured, they will be cloned to all newly created teams. Read more

Connect any 3rd party App

Using your line-of-business applications or third-party apps for managing operations and data analysis? Connect them with Microsoft Teams Templates using nBold APIs. Read more

Governance Policies

Configure Naming Convention, Audience Targeting, Security Policies, Permanent Membership, and other governance policies. Set up a strong Teams governance without charge on IT. Explore now

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Microsoft Teams for Finance and Insurance