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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.
Learn more >
Consulting services results for Servicios financieros
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FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of Concept
UB Technology Innovations, Inc.
+1
Applicable to:
Power BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
1 out of 60
Automate Account Reconciliation with Microsoft Copilot Studio
true org cloud
+3
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Teams Custom Solutions
Streamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
2 out of 60
Introducing Copilot for Microsoft 365: 1-hour Workshop
The Cloud Factory EMEA Ltd.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
3 out of 60
Advanced Visualization with Power BI: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
Looking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
4 out of 60
Dynamics 365 Business Central Polish Localization: 6-days Implementation
Alna Business Solutions Sp. z o.o.
+1
Applicable to:
Business Central
Implementation standard Polish Localization functionality in Dynamics 365 Business Central. The service may be of interest to companies that start their operations in Poland and would like to roll-out
5 out of 60
Business Process Automation: 1-Day Assessment
Creospark Consulting Services Inc
+1
Applicable to:
Power Apps
One Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
6 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk Implementation
Performanta
+1
Applicable to:
Identity & Access Management
Undertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
7 out of 60
Microsoft Defender for Endpoint QuickStart
Presidio
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Presidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
8 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK Imp
Avanade, Inc.
+1
Applicable to:
Sales
Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
9 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 6-Wk Implementation
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
10 out of 60
Low Code Apps on Teams: 5 Day Proof of Concept
Billennium S.A.
+1
Applicable to:
Power Apps
Process improvement and digital solutions for companies
11 out of 60
Power BI Data Assessment & Dashboard Plan – 3 Free Sessions
iFour Technolab Pvt. Ltd.
+3
Applicable to:
Power BI apps
Power Automate
Power Virtual Agents
This is a limited-time offer designed to help business leaders explore the power of data without risk. Ready to see what your data can do?
12 out of 60
DevOps4Dynamics 365 Maturity: 3-Day Assessment
Testhouse Ltd
+1
Applicable to:
Finance
Assess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
13 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
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!
14 out of 60
Bus Central + Data Migration: 12-Wk Implementation
TrimaxSecure
+1
Applicable to:
Business Central
Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
15 out of 60
Rapid Application Modernization Program: 10 Wk POC
Cognizant
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
Rapid Application Modernization (RAMP) Program-Help workers do more with smarter tools customized for their role with meaningful POCs. RAMPv program focuses on Employee Experience with Microsoft Viva.
16 out of 60
Avanade Microsoft Power Automate Migration Assessment
Avanade, Inc.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Assess, Plan and Execute your migration to Power Automate with Avanade’s Automation Migration Factory.
17 out of 60
atQor Microsoft 365 Security Assessment: 3-Wk Assessment
atQor
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
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.
18 out of 60
Microsoft Entra Domain Services WiFi Authentication
Alfa Connections Pte Ltd
+2
Applicable to:
Identity & Access Management
Information Protection & Governance
Enable secure Wi-Fi and legacy app authentication using Microsoft Entra Domain Services with LDAP support—ideal for organizations migrating from on-premises AD to Azure.
19 out of 60
PowerAgent: SAP Budget Planner
Visionet Systems, Inc
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Revolutionize budgeting with Power Platform AI and SAP FICO integration
20 out of 60
Sales and CRM QuickStart: 2-Day Implementation
Columbus
+1
Applicable to:
Sales
Get Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
21 out of 60
Avanade Microsoft 365 Copilot Extensibility Accelerator 4 wk Imp. FY24
Avanade, Inc.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Workplace Analytics
Avanade’s Extensibility Accelerator will help you create and deploy custom extensions for Microsoft 365 Copilot, giving you access to more data and functionality.
22 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk Workshop
TTEC Digital
+1
Applicable to:
Customer 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.
23 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks Assessment
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
The Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
24 out of 60
Copilot User Adoption: 4-6 Week Engagement
Netrix Global
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
User Adoption Jumpstart for Copilot for Microsoft 365
25 out of 60
Process Mining: Discovery & Design Workshop
Cognizant
+1
Applicable to:
Power Automate
Unlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
26 out of 60
Project Online Dashboards: 1-Day Proof of Concept
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
27 out of 60
IT Operations Dashboard: 10-Day Implementation
iLink Systems, Inc.
+1
Applicable to:
Power BI apps
An in-depth engagement leading to an implementation of an IT Operations Dashboard.
28 out of 60
HCLTech Biz Apps - Dynamics 365 for Insurance
HCL America Inc_HCLT
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
29 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨
readymind
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
Garantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
30 out of 60
Workshop: 8-Days Deep Training in Office 365
Consultores e Ingenieros Consein CA
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
With the aim of training information workers in the use of digital tools that empower them and allow them to communicate, collaborate and get the most out of knowledge, Beyond Office 365 was created.
31 out of 60
Pepas Cloud App in a Day: 1-Day Workshop
Pepas Cloud
+2
Applicable to:
Power Automate
Power Apps
Pepas Cloud offers consulting services, through workshops, to help you create apps.
32 out of 60
Microsoft 365 Copilot: Organizational Deployment
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Transform how you work with Cognizant's Microsoft 365 Copilot Organizational Deployment
33 out of 60
TCS Cloud Operations for Digital Workplace: 1 Month - Implementation
TCS - Digital Workplace
+3
Applicable to:
Adoption & Change Management
Teamwork Deployment
Workplace Analytics
Comprehensive support for enterprises enhances Microsoft suite management, focusing on productivity and cost-efficient security with a skilled support framework.
34 out of 60
Dynamics 365 ISV Solution Build: 1-Wk Assessment
ENAVATE, LLC
+1
Applicable to:
Finance
A one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
35 out of 60
Voice Services Migration from Microsoft SFB Server to Microsoft Teams: 4-Wk Imp
Conterra
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Voice Services Migration from Microsoft Skype for Business Server to Microsoft Teams
36 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 Weeks
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Identity & Access Management
Leverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
37 out of 60
Cloud Endpoints (Modern End Point Management): 3-Month Implementation
TEKsystems Global Services LLC.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Mobile Device Management
Accelerate customer entry into Modern Workplace. Focus on Azure, Intune and Autopilot technologies. Build multifaceted strategy roadmaps that consider short and long term advance in maturity.
38 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free Consultation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms.
39 out of 60
APN Enterprise Reporting: 6-Wk Implementation
APN PROMISE S.A.
+1
Applicable to:
Power BI apps
APN Enterprise Reporting is a solution for creating and distributing reports on a variety of business indicators to end users regardless of the data source and location of the recipient.
40 out of 60
Microsoft 365: 3-Hour Implementation
true org cloud
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
Gain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
41 out of 60
KK Teams Calling (Voice) Implementation
Kraft Kennedy
+3
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
This implementation guides an organization through the process of implementing Microsoft Teams to serve as a reliable, high quality enterprise voice solution.
42 out of 60
Migration to Power BI: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
This offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
43 out of 60
Lenovo-led POC Program: 4-Wk Proof of Concept
Lenovo Software
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
44 out of 60
Power Platform 5 days Proof of Concept
SPAN d.d.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
We help your business and IT analysts understand the value of Power Apps and how to implement it within your existing business processes by delivering single use case for your specific needs.
45 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoC
SoftServe Inc.
+1
Applicable to:
Human Resources
Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
46 out of 60
Microsoft Fabric :1-Day Assessment
Quadrant Technologies
+1
Applicable to:
Power BI apps
Our implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
47 out of 60
KPMG Copilot for Microsoft 365 Value Realization
KPMG
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
KPMG firms can support your organization in realizing the value of Copilot for Microsoft 365, tailored to specific personas and scenarios.
48 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Understand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
49 out of 60
Power Platform Business Impact Assessment
Argano LLC
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Utilize best practices to assess the financial impacts of Power Platform capabilities, driving market differentiation and innovation
50 out of 60
Microsoft Viva 4 hrs Workshop
Integrated Solutions Sp. z o.o.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
The purpose of this workshop is to show the integration of the Microsoft VIVA various services with your current Microsoft 365 environment and in particular Microsoft Teams as a central communicat Hub
51 out of 60
FREE Dynamics 365 HR Process: 3-Hr Assessment
FourVision
+1
Applicable to:
Finance
Find out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
52 out of 60
Dynamics 365 Fixed Assets: 2-Day 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 with the addition of Fixed Assets.
53 out of 60
Excel Migration Acct/Contact: 2-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
54 out of 60
Power Platform: 5-6 Weeks Implementation
G&P Projetos e Sistemas
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
G&P Power Platform Implementation & Services
55 out of 60
Power BI Premium for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
56 out of 60
Upgrade Your Development Skills: 5-Day Workshop
RSMUS LLP
+1
Applicable to:
Finance
A training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
57 out of 60
Ingram Micro - Microsoft Power Automate – Discovery Package
Ingram Micro
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
58 out of 60
SCCM Dashboard for Power BI: 3-Wk Implementation
Marquam Group
+1
Applicable to:
Power 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.
59 out of 60
Microsoft 365 Copilot Readiness Assessment
Presidio
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
Review data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
60 out of 60
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