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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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Free Workshop on Copilot Studio
Compusoft_Stratgyk US
+1
Applicable to:
Power Virtual Agents
In the workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
1 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
2 out of 60
Dynamics 365 Customer Insights: 1 Week Workshop
Cognizant
+1
Applicable to:
Customer Insights
In a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
3 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
4 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!
5 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.
6 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
7 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.
8 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.
9 out of 60
Power BI for Business Analytics: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
A one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
10 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
11 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
12 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.
13 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.
14 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.
15 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,
16 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?
17 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.
18 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.
19 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.
20 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
21 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.
22 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.
23 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.
24 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
25 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!
26 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.
27 out of 60
Alithya Dynamics 365 Customer Insights
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Customer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
28 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.
29 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
30 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.
31 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.
32 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.
33 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.
34 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.
35 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.
36 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.
37 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 Weeks
Bizapp
+3
Applicable to:
Sales
Customer Service
Power Automate
Boost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
38 out of 60
Dynamics 365 Business Central Consulting by ABRA
ABRA
+3
Applicable to:
Business Central
Power Automate
Power Apps
Dynamics 365 Business Central consulting workshop designed to define the ERP requirements for medium and corporate organizations
39 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshop
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Our solution will help you design and create Word templates for Dynamics 365.
40 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.
41 out of 60
Microsoft365 Adoption Services: 10-Wk Implementation
atQor
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
Change adopt leveraging Microsoft 365 offerings by migrating and managing your existing productivity environment and Devices and achieve modernization.
42 out of 60
Hybrid Teams Meetings 1-Day Workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Define customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
43 out of 60
AVASecure 360 - Microsoft 365 Security & Governance Solutions by AVASOFT
AVASOFT
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
Aware of your Microsoft 365 security? Our solutions secure Teams, SharePoint, and more. Use custom policies, threat detection, and monitoring to protect data, mitigate risks, and ensure compliance.
44 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.
45 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days Workshop
Cloudica
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Our workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
46 out of 60
Power Platform 4-Wk Implementation
Alfa Connections Pte Ltd
+2
Applicable to:
Power Automate
Power Apps
Encourage companies to practices digital transformation thru adoption of Power Platform solution
47 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
48 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?
49 out of 60
Dynamics 365 Services Jobs: 4-Week Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Turn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
50 out of 60
Process Mining Discovery & Optimization in 8 weeks
Capgemini Group
+3
Applicable to:
Project Service Automation
Power BI apps
Power Automate
Harness Process Mining for Operational Excellence
51 out of 60
Dynamics 365/CRM Portal: 5-Hr Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Dynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
52 out of 60
Project Operations Envisioning Workshop: 4 weeks
XRM Vision
+1
Applicable to:
Project Operations
Our experts at XRM Vision to imagine and define the future state of your business through a Design Led Thinking Envisioning Workshop.
53 out of 60
Power Platform Governance - Adoption Framework
Real Impact Technology Consulting
+3
Applicable to:
Sales
Power Automate
Power Apps
A implementação de uma metodologia para tratar o CoE é fundamental na Power Platform, pois permite garantir a segurança, a escalabilidade e a conformidade das soluções implementadas
54 out of 60
MDS Copilot Realize Value Four-Week Proof of Value
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
A four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
55 out of 60
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
56 out of 60
Dedicated Support Engineer: 10-Wk Implementation
PowerObjects An HCL Company
+3
Applicable to:
Sales
Customer Service
Field Service
PowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
57 out of 60
ESG Analytics Dashboard
UB Technology Innovations, Inc.
+2
Applicable to:
Power BI apps
Power Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
58 out of 60
Microsoft 365 Security Health Check: 3 day Assessment
ISCG SP Z O O
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
Microsoft 365 is a multi-layer solution with the right security policies you can block over 99.9 percent of account compromise attacks!
59 out of 60
Catalyst Envision and Innovation: 4-Hr Workshop
Catapult Systems, LLC
+1
Applicable to:
Customer Service
This workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
60 out of 60
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