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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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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
1 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
2 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.
3 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.
4 out of 60
Dynamics 365 Portals: 6-Week Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Field Service
Dynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
5 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)
Future Processing S.A.
+2
Applicable to:
Power Automate
Power Apps
Speed-up your inventory process and involve your employees into it!
6 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.
7 out of 60
Teams collaboration and Adoption Services: 1-Day Workshop
SCC
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
SCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
8 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.
9 out of 60
Hexaware Digital Contact Center and CX Transformation
Hexaware Technologies
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
Empowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
10 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
11 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.
12 out of 60
Advisory Service for Microsoft Cloud
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Leverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
13 out of 60
Sales Data in Power BI: 5-Day Proof of Concept
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
14 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.
15 out of 60
Power Automate Workflow Optimization – 2 Free Sessions
iFour Technolab Pvt. Ltd.
+2
Applicable to:
Power Automate
Power Apps
Automate your daily tasks and optimize business workflows with expert-led Power Automate consultations.
16 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
17 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, Alignment
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
18 out of 60
KK Teams Telephony Design & Planning Workshop
Kraft Kennedy
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Teamwork Deployment
This workshop guides an organization through the process of understanding how Microsoft Teams can serve as a reliable, high quality enterprise voice solution for the customer.
19 out of 60
Business Dashboards: 8 Weeks Implementation
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Power BI apps
We’ll define your BI strategy, architect and implement all the needed infrastructure, and turn your data into comprehensive and flexible Power BI dashboards to empower decision making.
20 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.
21 out of 60
Symity Microsoft Places Introduction
SYMITY, part of Charterhouse Voice & Data Ltd
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Explore the full features of Microsoft Places as we give you a guided tour of what to expect.
22 out of 60
Gestisoft Sales Accelerator
Gestisoft Inc.
+1
Applicable to:
Sales
Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
23 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.
24 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.
25 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
26 out of 60
Power BI - 4 Weeks Implementation
Mismo Systems Private Limited
+1
Applicable to:
Power BI apps
We help you design and build scalable, secure, and user-centric Power BI solutions that unify your data, unlock actionable insights, and enable smarter decision-making across your organization.
27 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!
28 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.
29 out of 60
OPS Hub - Customer Portal Solution
Intelegain Technologies
+1
Applicable to:
Business Central
A solution for customers to track item availability, dispatches and place order realtime
30 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.
31 out of 60
Dynamics365 Solution Backup-2 Week implementation
LTIMindtree Limited
+1
Applicable to:
Sales
This application helps end user to take backup of Dynamics365 solutions in manual and planned way. User have choice of taking backup of solution both managed and unmanaged at the same time.
32 out of 60
Investment Portfolio and Fund Accounting Software Professional Services
Elysys Financial Systems
+3
Applicable to:
Finance
Business Central
Power BI apps
Offering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
33 out of 60
Finance & Operations: 5-Day Proof of Concept
EPM Strategy
+2
Applicable to:
Finance
Power BI apps
An installation of customized Power BI dashboards with KPIs based on Dynamics 365 Finance & Operations data that serves as a prototype for your future reporting needs.
34 out of 60
Power Platform Hands On: 1-Wk Proof of Concept
Insight
+2
Applicable to:
Power BI apps
Power Apps
In this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
35 out of 60
Dynamics 365 for Sales Upg: 1-Day Implementation
FMT Consultants
+2
Applicable to:
Sales
Business Central
If you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
36 out of 60
Manage Financial Risk - 4 hour Workshop
saglobal
+1
Applicable to:
Finance
Dynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
37 out of 60
Advanced eDiscovery : 10-Wks Implementation
Wipro Ltd
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Wipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
38 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Concept
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
39 out of 60
Software health-check service: 1-Wk Implementation
ETG Global
+1
Applicable to:
Finance
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
40 out of 60
CRM Migration to Dynamics 365: 4-Wk Implementation
Microsoft
+2
Applicable to:
Sales
Customer Service
Microsoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
41 out of 60
Power Platform Center of Excellence: Free 1-Hour Briefing
MAQ Software
+1
Applicable to:
Power Apps
Enhance your Power Platform expertise with a Center of Excellence
42 out of 60
Viva Goals Discovery Workshop - 1 day assessment
XRM Vision
+1
Applicable to:
Workplace Analytics
XRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
43 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk Implementation
Dynamic Consulting
+1
Applicable to:
Finance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
44 out of 60
Power BI and Security Features: 2-Hr Briefing
UB Technology Innovations, Inc.
+1
Applicable to:
Power BI apps
An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
45 out of 60
Cybersecurity Advisory Microsoft 365 1-wk Workshop
NTT Limited
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Cybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
46 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month Implementation
Wavestone
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
With Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
47 out of 60
Dynamics 365 FO Financials: 5-Day Workshop
Turnkey Tec
+1
Applicable to:
Finance
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
48 out of 60
Power Platform Jumpstart: 6 Week Workshop
Netwoven
+1
Applicable to:
Power Apps
Using this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
49 out of 60
DLP Implementation and Tuning Services
INFOTECHTION
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Reduce alert volume by 70% and achieve greater granularity in DLP alert to prioritise key risks.
50 out of 60
Avanade Security Risk Assessment
Avanade, Inc.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
51 out of 60
MDS Microsoft 365 Copilot Extensibility Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & Change Management
Our offer is a three-day workshop engagement that accelerates deriving more value from your organizational data using Microsoft 365 Copilot.
52 out of 60
Secure Data Management with Microsoft Purview
AVASOFT
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Confident in your Secure Data Management with Microsoft Purview? We secure data with encryption, access controls, and automated governance, ensuring compliance and protecting your business.
53 out of 60
Avanade Microsoft 365 Copilot Information Management
Avanade, Inc.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
54 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk Assessment
Tata Consultancy Services Ltd.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
55 out of 60
Intelligent Workplace for Sales-Implementierung 8W
DIGITALL Nature Germany GmbH
+3
Applicable to:
Sales
Customer Insights
Power Apps
Gestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
56 out of 60
Power BI Advanced Workshop - 4 Days
Tecknoworks
+1
Applicable to:
Power BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
57 out of 60
Center of Excellence: 6-Wk Implementation
SPAN d.d.
+2
Applicable to:
Power BI apps
Power Apps
Establishing a Power Platform Center of Excellence
58 out of 60
SMS for Case Management: 1-Day Implementation
enCloud9
+3
Applicable to:
Sales
Customer Service
Field Service
During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
59 out of 60
Intelligent Automation: 8-Week Assessment
Perficient Inc
+1
Applicable to:
Power Automate
Achieve intelligent automation in 8 weeks or less
60 out of 60
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