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Financial Services

Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.

Consulting services results for Financial Services

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Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
1 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluent
+1
A comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
2 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.
+1
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
3 out of 60
Microsoft Security Solution Strategy - 3 Hour workshopINFOTECHTION
+3
Learn the best way to operate Microsoft Purview Data Security Features and build a high-level adoption strategy.
4 out of 60
Office Solution Migration Assistant for Tableau to Microsoft Power BIOffice Solution
+3
TABLEAU TO POWER BI MIGRATION
5 out of 60
Microsoft Power BI: 5-6 Weeks ImplementationG&P Projetos e Sistemas
+2
G&P Power BI Implementation & Services
6 out of 60
Symity Microsoft Places IntroductionSYMITY, part of Charterhouse Voice & Data Ltd
+2
Explore the full features of Microsoft Places as we give you a guided tour of what to expect.
7 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLC
+3
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
8 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services Inc
+1
One Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
9 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk ImplementationPerformanta
+1
Undertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
10 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK ImpAvanade, Inc.
+1
Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
11 out of 60
Synergy Advisors Security Engagement (Pilot) for Microsoft Security CopilotSynergy Advisors LLC
+3
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
12 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso Corporation
+1
Hands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
13 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizapp
+3
Boost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
14 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW Mentor
+1
PowerApps Remote Support / Consulting
15 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriPark
+2
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
16 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.
+2
Speed-up your inventory process and involve your employees into it!
17 out of 60
Eviden Intelligent Automation 5 Weeks Proof of ConceptEviden International France - SAS
+1
The assessment of the automation including Process Design Document must be available as a pre-requisite and will be evaluated by Eviden to ensure it can be used as input for the POC.
18 out of 60
Secure Data Management with Microsoft PurviewAVASOFT
+3
Confident in your Secure Data Management with Microsoft Purview? We secure data with encryption, access controls, and automated governance, ensuring compliance and protecting your business.
19 out of 60
COE and Governance EstablishmentSimplyai Pty Ltd
+3
Apply our intelligent automation COE & governance blueprint based on our in-depth operating model experience to tailor a CoE approach that meets your long-term needs
20 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam Group
+1
Power BI Flight School is hands-on training designed exclusively for the business user.
21 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data Systems
+3
A four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
22 out of 60
Modernize Business ApplicationsConcurrency, Inc.
+3
Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
23 out of 60
Dynamics 365 FO Financials: 5-Day WorkshopTurnkey Tec
+1
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
24 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLC
+1
An assessment of your reporting needs that provides a path forward to meet your business goals.
25 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.
+1
Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
26 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTC
+3
Dynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
27 out of 60
atQor Microsoft 365 Security Assessment: 3-Wk AssessmentatQor
+3
Get expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
28 out of 60
Dashboard-as-a-Service: 5-Day Implementation Using Power BITecknoworks
+1
Begin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
29 out of 60
Performance Review Service: 1-Wk ImplementationETG Global
+1
Dynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
30 out of 60
Advisory Service for Microsoft CloudDell Technologies Services
+3
Leverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
31 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworks
+1
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
32 out of 60
SMART Workplace: 8-Day Information Architecture DesignSpanish Point Technologies
+3
Design your organisations Information Architecture to improve communication and collaboration between employees, creating a sustainable workforce with high levels of talent retention.
33 out of 60
OPS Hub - Customer Portal SolutionIntelegain Technologies
+1
A solution for customers to track item availability, dispatches and place order realtime
34 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9
+3
During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
35 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC Digital
+1
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.
36 out of 60
Microsoft 365 Copilot Awareness and Readiness ServicesDXC
+1
Explore the power of generative AI, natural language processing and large language models in our Advisory Workshop.
37 out of 60
Microsoft Fabric: 4-Hour Online WorkshopCLOUD SERVICES
+2
4-Hour Microsoft Fabric workshop contains theoretical and practical tasks. It is designed to help you start working with Microsoft Fabric
38 out of 60
Microsoft Defender for Endpoint QuickStartPresidio
+3
Presidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
39 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics Edge
+1
This instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
40 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics Edge
+1
This instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
41 out of 60
Power BI - 4 Weeks ImplementationMismo Systems Private Limited
+1
We help you design and build scalable, secure, and user-centric Power BI solutions that unify your data, unlock actionable insights, and enable smarter decision-making across your organization.
42 out of 60
Drinks Industry ERP: Free 1-Hr Bevica ConsultationTvision Technology Ltd
+1
Overview of using drinks industry ERP software – Bevica for finance & reporting, stock & duty management, distribution.
43 out of 60
Software health-check service: 1-Wk ImplementationETG Global
+1
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
44 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecure
+1
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
45 out of 60
KK Teams Telephony Design & Planning WorkshopKraft Kennedy
+3
This workshop guides an organization through the process of understanding how Microsoft Teams can serve as a reliable, high quality enterprise voice solution for the customer.
46 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymind
+3
Garantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
47 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology Solutions
+1
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
48 out of 60
Dynamics 365 Services Jobs: 4-Week ImplementationMTC
+3
Turn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
49 out of 60
Dynamics 365 Business Central Consulting by ABRAABRA
+3
Dynamics 365 Business Central consulting workshop designed to define the ERP requirements for medium and corporate organizations
50 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL Company
+3
PowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
51 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial Systems
+3
Offering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
52 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )
+3
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
53 out of 60
Advanced Power BI Implementation: 3-Day WorkshopClouds On Mars
+1
An advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
54 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, Lda
+1
Leverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
55 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTC
+3
Dynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
56 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey Tec
+1
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
57 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo Software
+3
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
58 out of 60
Entra ID Identity and Application Governance Solutions by AVASOFTAVASOFT
+3
Our solution fortifies Azure AD security by analyzing accounts, applications, and access policies to identify and mitigate risks, ensuring compliance.
59 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTD
+2
Looking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
60 out of 60