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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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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.
1 out of 60
Marketing Accelerator: 7-Day Implementation
enCloud9
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
2 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.
3 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.
4 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
5 out of 60
Power Platform: 1-Month Proof of Concept
LarcAI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
LarcAI has done over 300 automation implementations across various industries and have acquired valuable IP that now benefits all our customers. We help your team to unpack the value automation brings
6 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.
7 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.
8 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.
9 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
10 out of 60
Power BI Embedded for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
11 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
12 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.
13 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
14 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.
15 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
16 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
17 out of 60
360 Managed Support
Engage Squared
+2
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Expert Microsoft 365 support to optimise performance, ensure uptime, and drive continuous improvement for your business.
18 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
19 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.
20 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.
21 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.
22 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.
23 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.
24 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.
25 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.
26 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.
27 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.
28 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
29 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL America Inc_HCLT
+3
Applicable to:
Sales
Customer Service
Power Apps
HCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
30 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 .
31 out of 60
Wc-PC- Wragby Cloud PC
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Cloud Security
Device Deployment & Management
Identity & Access Management
The Wragby Cloud PC is our consulting service designed to provide a new solution for organizations with the productivity, security, and collaboration benefits of Windows 365.
32 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.
33 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
34 out of 60
Getting Started with Microsoft 365 Copilot: 3-Day Workshop
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Embrace the potential of gen AI in the modern workplace with this 3 day workshop on Microsoft 365 Copilot, which will help you jumpstart your journey into the future of AI enabled workplaces.
35 out of 60
Cost Optimization Check-In
Navara Group B.V.
+1
Applicable to:
Power BI apps
Azure Cost Optimization Analyse 30-minute check-in
36 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.
37 out of 60
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.
38 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.
39 out of 60
Act! CRM Migration Acct/Cont: 2-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Two-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
40 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.
41 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.
42 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
43 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
44 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
45 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
46 out of 60
Viva Connections for Modern Intranet Portals: 3-Wk Implementation
Signal Alliance Technology Holding
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Viva Connections Quick start is specifically for organisations who already have a modern SharePoint Online intranet to plan for and implement Viva Connections
47 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
48 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
49 out of 60
Modern Workplace Implementation: 3-Weeks Implementation
Mismo Systems Private Limited
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Meetings for Microsoft Teams
Mismo Systems has the experience of digital transformation and workplace modernization around the world. Get a fully managed and maintained modern and secure workplace with Microsoft 365
50 out of 60
Power BI Writeback with Power ON
Peraison
+1
Applicable to:
Power BI apps
Supercharge Power BI with the most advanced planning and write-back solution
51 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.
52 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!
53 out of 60
Microsoft Dynamics 365 for Talent: 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Finance
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.
54 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
55 out of 60
CRM Portal Consulting: 4-Wk Implementation
Merp Systems, Inc.
+3
Applicable to:
Sales
Business Central
Customer Service
MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
56 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.
57 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.
58 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.
59 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
60 out of 60
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