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Financial Services

Werden Sie ein vertrauenswürdiger Partner für Ihre Kunden und heben Sie Ihr Finanzinstitut von Mitbewerbern ab. Entdecken Sie Finanzdienstleistungsangebote, die Ihnen helfen, mit innovativer Technologie neue Werte zu schaffen.
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Beratungsdienste Ergebnisse für "Finanzwesen"

Es werden Ergebnisse in beratungsdienste angezeigt.
Anzeigen verknüpfte Ergebnisse in apps oder verknüpfte Ergebnisse in branchenclouds.
Revamp Intranets: 2-Wk AssessmentEngage Squared
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
We’ve designed Revamp your Intranet to help organisations get more from their current intranet platform with a fixed-price service that will give you a set of tailor-made, actionable recommendations
1 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
2 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Build a Proof-of-Concept with your data and see how Machine Learning can drive your business.
3 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Designed as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
4 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
5 out of 60
Synergy Advisors - Windows in the Cloud AssessmentSynergy Advisors LLC
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Modernize your endpoints with Windows in the Cloud to enhance performance, security, and management of operating systems flexibly and efficiently.
6 out of 60
AI Transformation with CopilotApsia
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
AI Projects must truly serve business objectives ! The ultimate reason we are here is to deliver value for the organization.
7 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC Digital
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Create a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
8 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
This service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
9 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Discover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
10 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital Workplace
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Enhancing employee productivity with Viva Insights / Workplace Analytics
11 out of 60
KK Modern Endpoint Management WorkshopKraft Kennedy
+2
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Creates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
12 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology Partners
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
13 out of 60
MDS Microsoft 365 Copilot Global Advisory ServicesMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The MDS Microsoft 365 Copilot Global Advisory Services is an offering that includes services which provide guidance and support to customers specific goals of Microsoft 365 Copilot.
14 out of 60
Data Modeling in Power BI: 2-Hr BriefingCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An engagement that provides an introduction to the data modeling capabilities in Power BI.
15 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Five-day Implementation and support for Microsoft Dynamics 365 Business Central.
16 out of 60
Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI appspowerapps product iconPower Apps
Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
17 out of 60
Financials SelfStart: 1-Hr ImplementationColumbus
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
This free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
18 out of 60
Microsoft Licensing Analysis: 2 Hour ConsultationB&R Business Solutions
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
The purpose of this analysis is to ensure Microsoft 365 licensing meets business goals & concerns, is being procured the best way for your business, and license guidance and support.
19 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
20 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM Strategy
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
An installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
21 out of 60
Dynamics 365 Sales: Implementation, Support, and Adoption ServicesClaranet
+3
Applicable to:
dynamics-365-for-sales product iconSalespower-automate product iconPower Automatepowerapps product iconPower Apps
Transform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
22 out of 60
Synergy Advisors - Microsoft 365 Copilot - Business Transformation - E-mmersionSynergy Advisors LLC
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Discover the Future of Productivity with Our Microsoft 365 Copilot E-mmersion Experience!
23 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
24 out of 60
Dynamics 365 Health Check: 5-Wk AssessmentCrowe LLP
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Eliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
25 out of 60
KK_Intune ImplementationKraft Kennedy
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Kraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
26 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellos
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
27 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Management
Synergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
28 out of 60
Dynamics 365 Business Check: 1-Hr AssessmentSparktech
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
29 out of 60
Microsoft Viva: 2-Days Assessmentatwork
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Enhance your employee experience and engagement with Microsoft Viva
30 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherweb
+1
Applicable to:
power-bi product iconPower BI apps
Looking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
31 out of 60
Teams Calling Migration : 4-Wk Implementationabra
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
Migrate from your outdated telephony solution to Microsoft Teams Calling
32 out of 60
Power Automate Desktop (RPA) Migration Proof-of-ValueAshling Partners
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Free workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
33 out of 60
Microsoft Compliance Workshop: 3-Day WorkshopWorld Wide Technology
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-insider-risk product iconInsider Riskm365-sa-knowledge-and-insights product iconKnowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
34 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationLevelShift
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
35 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini Group
+1
Applicable to:
powerapps product iconPower Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
36 out of 60
Microsoft 365 Adoption as a ServiceSeer Strategic Solutions
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Adoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
37 out of 60
Copilot Office Hours - 3 Day EngagementSynergy Technical, LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Synergy Technical’s Copilot Office Hours is a tailored engagement designed to empower your organization with the full capabilities of Microsoft 365 Copilot.
38 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz Inc
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
Drive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
39 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth Corporation
+1
Applicable to:
power-bi product iconPower BI apps
An engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
40 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed two days with insights that will change the way you work with Power BI.
41 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLC
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
We provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
42 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.org
+1
Applicable to:
powerapps product iconPower Apps
Govern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
43 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLP
+1
Applicable to:
dynamics-365-for-sales product iconSales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
44 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.
+1
Applicable to:
powerapps product iconPower Apps
Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
45 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
46 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbus
+1
Applicable to:
dynamics-365-for-sales product iconSales
Get Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
47 out of 60
Viva Learning Roadmap: 3-Day WorkshopEngage Squared
+2
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Viva Learning Roadmap is designed specifically for organisations who want to improve employee experience through fostering a continuous learning culture.
48 out of 60
Mod Cmplx Financials for BC: 8Wk Implementation USEndeavour Solutions, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
49 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Equipping your organisation to implement modern information management across your Microsoft 365 environment
50 out of 60
Microsoft Teams: 5-week ImplementationWorld Wide Technology
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
WWT helps customers craft and curate custom collaborative experiences within Microsoft Teams. Our methodology ensures your Microsoft Teams environment is built upon a solid and secure foundation.
51 out of 60
Microsoft 365 Security: 4-hour AssessmentCatapult Systems, LLC
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Catapult’s Microsoft 365 Security Assessment provides an in-depth assessment of the your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
52 out of 60
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide Technology
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
This offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
53 out of 60
MDS Copilot Empower & Achieve Two-Week EvaluationMaureen Data Systems
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
A two-week evaluation engagement for specific customer technical, functional or role-based Copilot scenarios intended to help them accelerate real-world Microsoft 365 Copilot productivity.
54 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
55 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinly
+2
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Working together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
56 out of 60
Power Apps and Automate: 10-Day ImplementationXRM Vision
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
57 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
58 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A rapid deployment of Dynamics 365 for Sales, with some light customization.
59 out of 60
Identity and Access Mgm - 12 days ImplementationSPAN d.d.
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Enhance the security of your cloud environment to make it less vulnerable to cyber attacks. Security built into Microsoft 365 provides excellent opportunities for enterprise protection.
60 out of 60
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