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Financial Services
Conviértase en el socio de confianza de sus clientes y diferencie su entidad financiera de la competencia. Explore las ofertas de servicios financieros que le ayuden a crear un nuevo valor con tecnología innovadora.
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Servicios de consultoría resultados para Servicios financieros
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Power BI: 2 Hours Consultancy
Inkey IT Solutions Pvt. Ltd.
+3
Applicable to:
Sales
Business Central
Power BI apps
Two hours consultancy to evaluate and guide the client
1 out of 60
Dynamics 365 Business Central: 2-Hr Assessment
Knaster Technology Group
+1
Applicable to:
Business Central
Is Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
2 out of 60
PowerApp in a Day Workshop: 1-Hr Assessment
Cynoteck Technology Solutions
+1
Applicable to:
Power Apps
Learn how Microsoft Power App in a Day Workshop program can be beneficial for you and your business.
3 out of 60
Copilot Studio Helpdesk Services
Compusoft_Stratgyk US
+1
Applicable to:
Power Virtual Agents
Get expert assistance to resolve issues, build custom AI agents, and optimize Microsoft Copilot Studio for your enterprise needs.
4 out of 60
Kaizala Scalable Incidents: 3-Wk Implementation
Best Projects
+2
Applicable to:
Sales
Customer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
5 out of 60
Introduction to Power BI: 2-Hr Briefing
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
6 out of 60
Microsoft 365 Productivity Discovery Workshop
Information EXP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Our Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
7 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concept
true org cloud
+1
Applicable to:
Business Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
8 out of 60
Power Apps and Automate: 10-Day Implementation
XRM Vision
+2
Applicable to:
Power Automate
Power Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
9 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
SMB Suite / NextCorp
+1
Applicable to:
Business Central
Free one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
10 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoC
Preeminent Solutions, Inc.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Teamwork Deployment
Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
11 out of 60
Business Central Financials: 4-Wk Implementation
SMB Suite / NextCorp
+1
Applicable to:
Business Central
Microsoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
12 out of 60
Dynamics 365 CE Sales: 10-Wk Implementation
Wipfli LLP
+1
Applicable to:
Sales
Wipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
13 out of 60
Direct Connection Power BI: 8-Day Proof of Concept
Catapult Systems, LLC
+1
Applicable to:
Power BI apps
A Power BI pilot using direct connection to a single customer data source.
14 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
15 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer Support
Enterprisecloud
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
Deliver Seamless, AI-Powered Customer Support with Dynamics 365 Transform Customer Service with Microsoft Omnichannel Contact Centre Transform Customer Service with Microsoft Omnichannel Contac
16 out of 60
Dealer Management System 2-Day Assessment
ETG Global
+1
Applicable to:
Finance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
17 out of 60
Support and Consulting: 2-Hr Assessment
Navisiontech, Inc
+1
Applicable to:
Business Central
Receive up to two hours of support for Microsoft Dynamics 365 Business Central.
18 out of 60
IMAP Mailbox to Microsoft 365 – 2 Hour Consultation
iFour Technolab Private Limited
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
With our 2-hour consultation, you’ll walk away with a clear migration roadmap, practical next steps, and the confidence to modernize your business communication.
19 out of 60
Microsoft 365 License Audit
Louisville Geek LLC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
The goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
20 out of 60
Power pages Implementation: 5Wk proof of concept
Hexaware Technologies
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Boost Your Customer and Community Engagements With Our Power Pages Consulting offer
21 out of 60
Dynamics 365 Field Service: 1-Day Workshop
Dynamics Edge
+2
Applicable to:
Sales
Field Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
22 out of 60
Dynamics 365 Business Central Plus: 12-Week Implementation
Bond Consulting Services
+1
Applicable to:
Business Central
Our Plus Package builds upon the Standard Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Financial Reporting).
23 out of 60
People Experience powered by Microsoft VIVA
Capgemini Group
+1
Applicable to:
Knowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
24 out of 60
Microsoft 365: Strategic Roadmap development for Modern Workplace
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Unlock Your Business’s Digital Transformation Potential
25 out of 60
Business Central Fin and Dist: 2-Hr Assessment
Integrated Computer Systems Support
+1
Applicable to:
Business Central
Distributors who want to learn about the new Microsoft Dynamics 365 Business Central offering and how it can serve your business, this assessment is perfect for you.
26 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of Concept
Canviz
+1
Applicable to:
Power Apps
Automate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
27 out of 60
AI Transformation with Copilot
Apsia
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
AI Projects must truly serve business objectives ! The ultimate reason we are here is to deliver value for the organization.
28 out of 60
InfoPath to Power Apps: 10-Hr Implementation
IW Mentor
+1
Applicable to:
Power Apps
Move away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
29 out of 60
Dynamics 365 Finance & Operations: 4-Wk Assessment
Quantum Dynamix LLC
+1
Applicable to:
Finance
Test drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
30 out of 60
Banking Accelerator: 5-Hr Workshop
Axxon Consulting S.A
+1
Applicable to:
Marketing
Framework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
31 out of 60
Transform your Business with Power Apps and Customization in 6 Weeks
WAi Technologies
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
To help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
32 out of 60
Tier 3 First Class: 3-Wk Implementation
Technology Management Concepts
+1
Applicable to:
Business Central
A deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
33 out of 60
Power Automate Implementation: 60 Mins Discovery Session
SYNAPSEINDIA OUTSOURCING PVT. LTD
+2
Applicable to:
Power Automate
Power Apps
SynapseIndia offers expert Power Automate implementation using tailored consulting, deployment, and support for efficient workflows. Contact us for seamless business automation.
34 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion Experience
Ravanty Tech Consulting, Inc.
+1
Applicable to:
Adoption & Change Management
Hands-on, interactive exploration of Copilot’s vast capabilities
35 out of 60
Legacy Data Migration and Optimization: 52-Wk Migration
Lighthouse Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
This engagement delivers defensible migration from legacy on-prem archives to Microsoft 365, mapping to the Microsoft Purview suite of tools.
36 out of 60
Next Generation Meeting Hub - 3day Implementation
Mint Management Technologies
+1
Applicable to:
Power Apps
Meeting Management
37 out of 60
Dynamics 365 Business Central: 2-Hr Assessment
LBMC Technology Solutions
+1
Applicable to:
Business Central
A free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
38 out of 60
Nexer 10 Day Assessment for Microsoft Contact Center
Nexer Group AB
+3
Applicable to:
Customer Service
Field Service
Customer Insights
Nexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
39 out of 60
Kainos AI Shared Mailbox
Kainos
+1
Applicable to:
Power Apps
We help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
40 out of 60
LTIMindtree Customer Onboarding: 4-Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
Quick customer onboarding using PowerApps, Power Automate and AI Models .
41 out of 60
Jump-start Dynamics 365: 1 week implementation
Seepath
+2
Applicable to:
Sales
Customer Service
One stop shop for customers looking to Setup, Deploy and Support their Dynamics 365 and go live with confidence.
42 out of 60
Sales and CRM SmartStart: 4-Day Implementation
Columbus
+1
Applicable to:
Sales
Get Dynamics 365 for Sales up and running quickly with your own data.
43 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week Assessment
Coretek Services
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
Evaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
44 out of 60
Power BI Reporting and Analytics: 2-Day Assessment
Crowe LLP
+1
Applicable to:
Power BI apps
Are you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
45 out of 60
Power Apps: 6-Week Workshop
SoftServe Inc.
+1
Applicable to:
Power Apps
A 36-hour workshop where you will improve your application development skills with Power Apps.
46 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK Assessment
Kinly
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Helping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
47 out of 60
Power BI Reporting: 4-week Assessment & PoC
ITMAGINATION
+1
Applicable to:
Power BI apps
Improve your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
48 out of 60
Launch Dynamics: 8-Hr Implementation
Intellitec Solutions LLC
+1
Applicable to:
Business Central
Assistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
49 out of 60
BI for Financial Services: 1-Wk Proof of Concept
Teksouth Corporation
+1
Applicable to:
Power 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.
50 out of 60
Customer Care Package: 10-Wk Implementation
Velosio
+1
Applicable to:
Customer Service
Redesign your customer experience capabilities with packaged deployment of Customer Service, Agent Chat, Remote Assist and Customer Insights in less than 3 months.
51 out of 60
Viva in Teams: 4-Week Implementation
Spyglass MTG, LLC
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
This offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
52 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow Optimization
Fresh BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
53 out of 60
Power BI Focused: 5-Day Assessment
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Power BI apps
Guided assessment to understand how to leverage Microsoft's Business Intelligence tools to deliver actionable insights for your business.
54 out of 60
Adoption & Change Management: Prepaid Change Support: 8-Wk Assessment
Engage Squared
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Prepaid Change Support provides you with the flexibility to tailor change management activities, guided by the advice of our Change & Transformation team.
55 out of 60
Microsoft Licensing Analysis: 2 Hour Consultation
B&R Business Solutions
+1
Applicable to:
Adoption & 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.
56 out of 60
Migration to Dynamics 365: 3-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
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.
57 out of 60
Copilot adoption for HR
Conterra
+1
Applicable to:
Adoption & Change Management
Transform HR processes with Copilot and Conterra Copilot Adoption Offer: 4-Wk Imp
58 out of 60
Power BI Directional: 3-Day Assessment
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Power BI apps
A directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
59 out of 60
TCS Agent Governance as a Service - Implementation - 12 weeks
TCS - Digital Workplace
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
Transition from “Shadow AI” to a “governed, enterprise‑grade innovation model”—controlling agent sprawl, data leakage risks, and unvetted maker behavior.
60 out of 60
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