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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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Dynamics NAV to Business Central: 1-Day Assessment
Logan Consulting
+1
Applicable to:
Business Central
Logan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central.
1 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.
2 out of 60
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
3 out of 60
Project Online Dashboards: 2-Hr Briefing
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
An introduction to Power BI dashboards and reports for Project Online and live demo.
4 out of 60
Transform your operations: 2 Days assessment
Minsait
+2
Applicable to:
Power Automate
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
5 out of 60
Predica Power Platform KickStarter 2-Weeks Assesment
Predica
+1
Applicable to:
Power Apps
Make your first steps with Power Platform and verify the value.
6 out of 60
Microsoft 365 Security Health Check Assessment 3-Wk
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
7 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersion
Synergy Advisors LLC
+1
Applicable to:
Adoption & Change Management
Control data sharing and ensure security compliance for scalable, effective growth
8 out of 60
Machine Learning & Pred. Analytics: 2-Hr Briefing
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
An overview of Machine Learning and Predictive Analytics and how to utilize it in your business
9 out of 60
Power of 3 and COE 4-Wk Implementation
Neudesic
+1
Applicable to:
Power Apps
Build 3 Power Apps and Center of Excellence
10 out of 60
IGA Roadmap - 4 Weeks Assessment
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Identity & Access Management
Develop an outcome-based, design-led IGA strategy to secure access to your resources with Microsoft identity governance solutions
11 out of 60
Asset Management: 10 weeks implementation
Systems Ltd
+1
Applicable to:
Supply Chain Management
TechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
12 out of 60
Optimización de procesos con Power Apps: Prueba de concepto - 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimice sus procesos usando Power Apps. Revise y ejecute junto a expertos una prueba de concepto basada en sus necesidades.
13 out of 60
Power Apps in a Day: 1-Day Workshop
Enlighten Designs Ltd
+1
Applicable to:
Power Apps
Quickly build custom business apps to solve your business challenges
14 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
15 out of 60
Cyber Security Assessment
ELEVATE Solutions Limited
+1
Applicable to:
Threat Protection
The Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
16 out of 60
Power BI Training: 1-Day Workshop
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
17 out of 60
Dynamics 365 Tune Up: 10-Hr Assessment
InfoGrow Corporation
+2
Applicable to:
Sales
Customer Service
Achieve your expected business value from Dynamics. Tune-up assessment
18 out of 60
TEKsystems Global Services Microsoft 365 Copilot Readiness and Adoption Services - 1 Week Proof of Concept
TEKsystems Global Services LLC.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Let TEKsystems Global Services sit beside you in the jump seat to navigate through the endless advantages of AI productivity using Copilot.
19 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.
20 out of 60
CI/CD für Power BI: Starter - 5 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
21 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POC
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
22 out of 60
Microsoft 365 Collaboration & Productivity Managed Service
TEKsystems Global Services LLC.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
23 out of 60
Copilot Adoption Program
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Integrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
24 out of 60
Synergy Advisors Security Engagement (Pilot) for Microsoft Security Copilot
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
25 out of 60
AI-Powered Contact Center and Voice Transformation
Bizapp
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Tired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
26 out of 60
Power BI Report Server for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
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.
27 out of 60
Dynamics 365 for Sales: 3-Hr Implementation
true org cloud
+1
Applicable to:
Sales
Get help with the set up and migration of Dynamics 365 for Sales
28 out of 60
Modernize Business Applications
Concurrency, Inc.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
29 out of 60
Dynamics 365 Extensions: 10-Wk Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
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.
30 out of 60
Microsoft Copilot Workshop
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Bring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
31 out of 60
Reduce your Microsoft 365 budget and optimize the usages
Chrysalis SAS SmartView
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Technical Audit of Your Microsoft 365 Licenses and User Adoption with 365Metrics
32 out of 60
Power Platform Proof-of-Concept: 4-Day Workshop
Confluent
+1
Applicable to:
Power Apps
This onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
33 out of 60
Deployment Advisor - 1 Week Implementation
LTIMindtree Limited
+1
Applicable to:
Sales
This tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
34 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr Assessment
Turnkey Tec
+1
Applicable to:
Finance
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.
35 out of 60
Power BI Connector: 3-Wk Implementation
Slalom Consulting
+1
Applicable to:
Power BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
36 out of 60
Microsoft Copilot Studio Chatbot
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
37 out of 60
Microsoft 365 Security Readiness: 4-Wk Assessment
Quadrasystems.net (India) P Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
Identify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
38 out of 60
ALFA Managed SOC with Microsoft Defender XDR and Sentinel
Alfa Connections Pte Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
ALFA Managed Security Operations Center (SOC) leverages the powerful capabilities of Microsoft Defender Extended Detection and Response (XDR) and Microsoft Sentinel (SIEM & SOAR) to provide a robust,
39 out of 60
Business Apps eConnect - 1-Wk Assessment
ECLECTICS INTERNATIONAL LTD
+2
Applicable to:
Sales
Customer Service
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?
40 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day Workshop
Epiq Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
41 out of 60
Performance Review Service: 1-Wk Implementation
ETG Global
+1
Applicable to:
Finance
Dynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
42 out of 60
PowerInsurance: 7-Wk Implementation
PowerObjects An HCL Company
+3
Applicable to:
Sales
Customer Service
Power Apps
This Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
43 out of 60
Dynamics 365 for Sales: 12-Wk CRM Migration
TrimaxSecure
+1
Applicable to:
Sales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
44 out of 60
Beyondsoft Power BI: 4-Day Proof of Concept
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
Harness the power of Microsoft Power BI for your business
45 out of 60
Eviden Intelligent Automation 5 Weeks Proof of Concept
Eviden International France - SAS
+1
Applicable to:
Power Automate
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.
46 out of 60
Synergy Advisors Architecture Design Sessions (ADS) for Microsoft Security Copilot
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
47 out of 60
Agentic Control and Management
Capgemini Group
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
Enable enterprise‑wide governance, control, and security for AI agents with Capgemini’s Agentic Control and Management services, built on Microsoft’s Agent 365 and security ecosystem.
48 out of 60
Digital Transformation: 4-Day Proof of Concept
Billennium S.A.
+1
Applicable to:
Power Automate
Agile application: 4-day Business Process Digital Transformation
49 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 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 CRM for FSI!
50 out of 60
Accelerator of FS Cloud -6 week implementation
Capgemini Group
+1
Applicable to:
Power Apps
We help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
51 out of 60
Business Central Essentials: 15-Day Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
52 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.
53 out of 60
Business Process Review: 2 hour Pre-Assessment
saglobal
+1
Applicable to:
Power Apps
Tailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
54 out of 60
EPAM Microsoft 365 Security: 4-Week Assessment
EPAM Systems
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
55 out of 60
Envisioning and pilot deployment: 8 week accelerator
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Kick-start your journey to a reimagined workplace with Cognizant’s Microsoft 365 Copilot Envisioning and pilot deployment.
56 out of 60
Microsoft Fabric: 4 Weeks Implementation
Mismo Systems Private Limited
+1
Applicable to:
Power BI apps
We help you design and implement Microsoft Fabric solutions that unify data engineering, analytics, and governance—enabling real-time insights, accelerated innovation & data-driven decision-making.
57 out of 60
Power BI User Experience: 2-Wk Assessment
FPT/Intellinet
+1
Applicable to:
Power BI apps
Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
58 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
59 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of Concept
Presidio
+1
Applicable to:
Adoption & Change Management
Align goals and measure success with a Copilot Adoption Accelerator from Presidio.
60 out of 60
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