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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 Apps: 4-Wk Implementation
Infinion Technologies
+1
Applicable to:
Power Apps
Improve your business performance with Infinion’s custom Power Apps Implementation that transforms business operations and delivers multiple benefits to the client.
1 out of 60
Upgrade Your Outlook Add-in with AI
iFour Technolab Private Limited
+1
Applicable to:
Workplace Analytics
This workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
2 out of 60
Illuminate Your Data in 6 Weeks with Power BI
WAi Technologies
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
To help illuminate data with Power BI in 6 weeks targeted to small and large enterprise organizations for any application that requires insights through reports and dashboards.
3 out of 60
Viva Insights Accelerator: 3-Wk Implementation
I-COMM AUSTRALIA PTY. LTD.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
4 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.
5 out of 60
Modernize Your Excel Add-in with AI
iFour Technolab Private Limited
+1
Applicable to:
Workplace Analytics
Our experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
6 out of 60
Synergy Advisors POC-in-a-box for Microsoft Purview Information Protection
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
The Synergy Advisors POC-in-a-box offers a flexible solution designed to elevate your compliance use cases without requiring you to invest in architecture or setup tasks
7 out of 60
Microsoft 365 Information Protection and Governance: 12 week Implementation
INFOTECHTION
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Develop a strategy and blueprint for protecting and governing your information in Microsoft365 and beyond. Implement and manage through Infotechtion managed services.
8 out of 60
Power BI Foundation: 8-Day Assessment by BiTQ
Advanced Data and AI Company
+1
Applicable to:
Power BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
9 out of 60
Dynamics 365 Sales: Implementation, Support, and Adoption Services
Claranet
+3
Applicable to:
Sales
Power Automate
Power Apps
Transform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
10 out of 60
Power Up Your PowerPoint Add-in with AI
iFour Technolab Private Limited
+1
Applicable to:
Workplace Analytics
we will help you explore how this cutting-edge AI features like automated slide creation, tone of voice checks, smart design tips and content summaries can supercharge your existing PowerPoint add-in.
11 out of 60
Visual Development Config On-site: 3-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This instructor-led, hands-on lab course is for individuals wishing to learn about Microsoft Dynamics 365 CRM Customization and Configuration, or obtain certification. Delivered at your site.
12 out of 60
Rapid Risk Assessment: 4-Wk Assessment
Ascent Global, Inc.
+2
Applicable to:
Information Protection & Governance
Threat Protection
Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.
13 out of 60
CCaaS Assessment
Hitachi Solutions
+1
Applicable to:
Customer Service
This assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
14 out of 60
Modern Workplace Assessment
HTG
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
This assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
15 out of 60
Teams Rooms 2-weeks implementation
NewTech
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Transform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
16 out of 60
Rediff to Microsoft 365 Migration – 2 Hour Consultation
iFour Technolab Private Limited
+1
Applicable to:
Workplace Analytics
In just 2 hours, our experts will walk you through the exact migration roadmap by ensuring your emails, contacts and calendars are ready for a smooth transition.
17 out of 60
Cloud Security Envisioning Workshop for Microsoft 365
Synechron Technologies
+1
Applicable to:
Cloud Security
Expert-led workshop to assess, adopt, and extend Microsoft 365 security using Defender XDR, Entra ID, Defender for Endpoint, Defender for Office 365, and Defender for Cloud Apps
18 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
Syvantis Technologies, Inc
+1
Applicable to:
Business Central
Meet with Syvantis consultants that specialize in Microsoft Dynamics 365 Business Central to evaluate your current system and provide Business Central system design recommendations.
19 out of 60
Copilot Implementation Workshop
ABRA
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
Empower organizations to design, build, and deploy custom AI copilots using Microsoft Copilot Studio.
20 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.
21 out of 60
Next Generation Meeting Hub - 3day Implementation
Mint Management Technologies
+1
Applicable to:
Power Apps
Meeting Management
22 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week Workshop
Virteva LLC
+3
Applicable to:
Identity & Access Management
Knowledge & Insights
Mobile Device Management
Empower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
23 out of 60
Dynamics NAV to D365 BC - 4HR Assessment
Omni Logic Solutions
+1
Applicable to:
Business Central
Migrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
24 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.
25 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week Implementation
Options Technology Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
26 out of 60
Dynamics 365 Business Central: 3-Day Assessment
Bond Consulting Services
+1
Applicable to:
Business Central
An engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
27 out of 60
Dynamics 365 911: 4-Hr Assessment
Fusion Alliance
+1
Applicable to:
Finance
Get immediate, actionable advice on your most pressing Dynamics 365 issues.
28 out of 60
Data Security with Microsoft Purview 4-weeks workshop
Alfa Connections Pte Ltd
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
The Data Security Engagement helps identify and mitigate data security risks in organizational data
29 out of 60
Microsoft 365 Migration: 10-Wk Implementation
abra
+2
Applicable to:
Cloud Security
Power Platform for Teams
Successfully migrate your Microsoft 365 environment to a managed services model.
30 out of 60
From On-premises to Cloud
Sirocco
+3
Applicable to:
Marketing
Sales
Customer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
31 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr Assessment
MetaOption LLC
+1
Applicable to:
Business Central
Are you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
32 out of 60
OSS Copilot Marketing
OnSolution Services
+1
Applicable to:
Adoption & Change Management
This workshop shows how to deployment and Adoption Copilot to Marketing
33 out of 60
Microsoft Compliance Workshop: 3-Day Workshop
World Wide Technology
+3
Applicable to:
Compliance Advisory Services
Insider Risk
Knowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
34 out of 60
Microsoft Viva: 12-week proof of concept
Awara IT Kazakhstan LLP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Awara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
35 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.
ScienceSoft USA Corp.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
36 out of 60
Management Services: 3-month Assessment
Quisitive
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Quisitive Management Services is a range of expert-led cloud subscription services to monitor, remediate and deliver strategic recommendations to optimize your environment across Microsoft platforms.
37 out of 60
Copilot Security Assessment: 4-Wk Assessment
Managed Solution
+3
Applicable to:
Cloud Security
Device Deployment & Management
Knowledge & Insights
Unlock the full potential of AI with a comprehensive Microsoft Copilot Security Assessment, fully integrated with Microsoft 365
38 out of 60
KK Teams Design and Planning Workshop
Kraft Kennedy
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Design and planning workshop for Microsoft Teams collaboration software
39 out of 60
Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot Implementation
Innova Solutions Inc.
+1
Applicable to:
Adoption & Change Management
We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes
40 out of 60
Speed of Cash - Business Intelligence Training
Fresh BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Build Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
41 out of 60
Hybrid Meetings and Meeting Rooms Workshop
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Helps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
42 out of 60
KK_Exchange_Migration Consulting Services
Kraft Kennedy
+3
Applicable to:
Adoption & Change Management
Cloud Security
Device Deployment & Management
Moving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
43 out of 60
Data Modeling in Power BI: 2-Hr Briefing
Catapult Systems, LLC
+1
Applicable to:
Power BI apps
An engagement that provides an introduction to the data modeling capabilities in Power BI.
44 out of 60
Power BI Advanced 2-Day Training
Hitachi Solutions
+1
Applicable to:
Power BI apps
Two full days of hands-on learning Power BI, Microsoft's comprehensive reporting offering.
45 out of 60
Tableau to Power BI Metadata Accelerator: 4 Wk Migration Assessment
LevelShift
+1
Applicable to:
Power BI apps
Tableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
46 out of 60
Self Serv BI: 2-Wk Assessment
Hitachi Solutions
+1
Applicable to:
Power BI apps
Sign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
47 out of 60
Tenant to Tenant Migration: 4 Hour Assessment
B&R Business Solutions
+2
Applicable to:
Adoption & Change Management
Teamwork 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.
48 out of 60
Microsoft 365 Security Program - 10 Weeks
Trace3
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
This engagement’s primary objective is to develop and rationalize Client's Security use cases and construct a roadmap around the adoption of the Microsoft 365 Security and Mobility Suite.
49 out of 60
Excel Migration All Entities: 4-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
50 out of 60
Utilizing Power BI for Efficient Business Intelligence
Intellias
+1
Applicable to:
Power BI apps
Services focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
51 out of 60
KK_Intune Implementation
Kraft Kennedy
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
Kraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
52 out of 60
Microsoft Intune: 4-Wk Implementation Services
TechNet UC LLC
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Baseline Microsoft Intune Design and Deployment Services - Comprehensive
53 out of 60
Financial Services Viva Listening - 3 day Workshop
Point B
+3
Applicable to:
Knowledge & Insights
Power Platform for Teams
Workplace Analytics
Discover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
54 out of 60
Sales in a Box: 3-Wk Implementation
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Turbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
55 out of 60
AI & Machine Learning Models for Cash Conversion Optimization
Fresh BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
56 out of 60
Test Maturity 4Dynamics: 10-Day Assessment
Testhouse Ltd
+1
Applicable to:
Finance
A 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
57 out of 60
Data Scraping 2-Week POC
SoftServe Inc.
+1
Applicable to:
Power Automate
SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
58 out of 60
Discover Your Data: 3-Day Assessment
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
59 out of 60
Business Central as your Bank GL: 1 Hr Assessment
City Dynamics Ltd
+1
Applicable to:
Business Central
This assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
60 out of 60
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