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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.
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Servicios de consultoría resultados para Servicios financieros

Mostrando resultados en servicios de consultoría
Vista resultados relacionados en aplicaciones o resultados relacionados en nubes del sector.
Nexer SalesForce to Dynamics 365 Migration AssessmentNexer Group AB
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
We ensure a structured transition from Salesforce to Dynamics 365, with a thorough assessment, seamless migration, and process optimization to maximize the benefits of the new platform.
1 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoft
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer 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.
2 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer SupportEnterprisecloud
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Deliver Seamless, AI-Powered Customer Support with Dynamics 365 Transform Customer Service with Microsoft Omnichannel Contact Centre Transform Customer Service with Microsoft Omnichannel Contac
3 out of 60
Self Serv BI: 2-Wk AssessmentHitachi Solutions
+1
Applicable to:
power-bi product iconPower BI apps
Sign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
4 out of 60
Data Scraping 2-Week POCSoftServe Inc.
+1
Applicable to:
power-automate product iconPower Automate
SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
5 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
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.
6 out of 60
Data Modeling in Power BI: 2-Hr BriefingCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An engagement that provides an introduction to the data modeling capabilities in Power BI.
7 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq Global
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
8 out of 60
MDS - Threat Protection EngagementMaureen Data Systems
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
A 3-day engagement to discover threats and vulnerabilities to a customer's Microsoft cloud and on-premises environments & enhance a customer's ability to detect, respond & mitigate security threats.
9 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics Edge
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.
10 out of 60
Cybersecurity Advisory Microsoft 365 1-wk WorkshopNTT Limited
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat 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.
11 out of 60
Cloud Endpoints (Modern End Point Management): 3-Month ImplementationTEKsystems Global Services LLC.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile 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.
12 out of 60
RPA Migration Envisioning WorkshopSonata Software Ltd.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
10X realization with Power Automate
13 out of 60
Power Platform Business Impact AssessmentArgano LLC
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Utilize best practices to assess the financial impacts of Power Platform capabilities, driving market differentiation and innovation
14 out of 60
Microsoft Fabric :1-Day AssessmentQuadrant Technologies
+1
Applicable to:
power-bi product iconPower BI apps
Our implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
15 out of 60
Financials SelfStart: 1-Hr ImplementationColumbus
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
This free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
16 out of 60
Device Mgm and Protection - 12 days ImplementationSPAN d.d.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Enhance the security of your cloud environment to make it less vulnerable to cyber attacks. Security built into Microsoft 365 provides excellent opportunities for enterprise protection.
17 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK ImpAvanade, Inc.
+1
Applicable to:
dynamics-365-for-sales product iconSales
Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
18 out of 60
Dashboard-as-a-Service: 2-Day Implementation Using Power BITecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
Begin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
19 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ Software
+1
Applicable to:
power-bi product iconPower 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.
20 out of 60
Technology Envisioning: 1 day Workshopsaglobal
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSales
Supporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
21 out of 60
Digital Workplace Strategy: 2/12-Wk AssessmentEngage Squared
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
A 3-level programme designed to define your digital workplace and employee experience strategy
22 out of 60
Agile Adoption for Finance and Supply Chain + CopilotNexer
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancepower-virtual-agents product iconPower Virtual Agents
Using Agile Methodology our team will guide you thru a standard solution implementation of Dynamics Finance & Supply Chain Management
23 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymind
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
Garantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
24 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
25 out of 60
Microsoft 365 Information Protection and Governance: 12 week ImplementationINFOTECHTION
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Develop a strategy and blueprint for protecting and governing your information in Microsoft365 and beyond. Implement and manage through Infotechtion managed services.
26 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow Corporation
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Make Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
27 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital Workplace
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Addresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
28 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecure
+1
Applicable to:
dynamics-365-business-central product iconBusiness 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.
29 out of 60
VIVA_Employee_Experience: 12-Wk ImplNTT DATA EMEAL
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deploymentm365-sa-workplace-analytics product iconWorkplace Analytics
Assessment and Implementation of Viva Insights, Viva Learning, Viva Topics or Viva Connection
30 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaro
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Accelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
31 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidio
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Review data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
32 out of 60
Power BI Connector: 3-Wk ImplementationSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
33 out of 60
Synergy Advisors POC-in-a-box for Microsoft Purview Information ProtectionSynergy Advisors LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & Insights
The Synergy Advisors POC-in-a-box offers a flexible solution designed to elevate your compliance use cases without requiring you to invest in architecture or setup tasks
34 out of 60
Sales and CRM QuickStart: 2-Day ImplementationColumbus
+1
Applicable to:
dynamics-365-for-sales product iconSales
Get Dynamics 365 for Sales up and running quickly with this out-of-the-box offering.
35 out of 60
Implementation of Microsoft Security CopilotAlfa Connections Pte Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
To assist customers fully utilized Microsoft Security Copilot, a generative AI-powered security solution that enhances defenders’ efficiency and capabilities, improving security outcomes at scale.
36 out of 60
CollabIT - PowerPlatform Development - 4 wk ImplementationCollabIT Zrt.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Providing PowerPlatform development, implementation and consultancy services for medium and large corporations.
37 out of 60
Legacy Data Migration and Optimization: 52-Wk MigrationLighthouse Global
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
This engagement delivers defensible migration from legacy on-prem archives to Microsoft 365, mapping to the Microsoft Purview suite of tools.
38 out of 60
Utilizing Power BI for Efficient Business IntelligenceIntellias
+1
Applicable to:
power-bi product iconPower BI apps
Services focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
39 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLT
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower 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.
40 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherweb
+1
Applicable to:
power-bi product iconPower BI apps
Looking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
41 out of 60
Power Apps: 4-Wk ImplementationInfinion Technologies
+1
Applicable to:
powerapps product iconPower Apps
Improve your business performance with Infinion’s custom Power Apps Implementation that transforms business operations and delivers multiple benefits to the client.
42 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data Systems
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace 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.
43 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField 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).
44 out of 60
Digital Transformation: 1 day Business Assessmentsaglobal
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSales
Driving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
45 out of 60
Direct Connection Power BI: 8-Day Proof of ConceptCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
A Power BI pilot using direct connection to a single customer data source.
46 out of 60
Microsoft Fabric: 4-Hour Online WorkshopCLOUD SERVICES
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
4-Hour Microsoft Fabric workshop contains theoretical and practical tasks. It is designed to help you start working with Microsoft Fabric
47 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte Ltd
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
The Data Security Engagement helps identify and mitigate data security risks in organizational data
48 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL Company
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
PowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
49 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
Migrate Salesforce users to Microsoft Dynamics 365
50 out of 60
Microsoft 365 Migration - 3 week implementationFermorite
+1
Applicable to:
m365-sa-teamwork-deployment product iconTeamwork Deployment
Migrate your mailboxes and file server shares to Exchange Online and Sharepoint Online.
51 out of 60
Bank Guarantee Collaboration controls 6 week POCCapgemini Group
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Empowers employees to orchestrate end-to-end processes across your bank to review, comment, & finalize the contract, resulting in increased productivity & a significant reduction of operational risk.
52 out of 60
Finance & Operations: 5-Day Proof of ConceptEPM Strategy
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower 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.
53 out of 60
Social Media Analytics: 2-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Discover meaningful insights from your social media campaigns by pulling historical post data and metrics from Facebook pages and tweets on Twitter.
54 out of 60
Scale Business Operations with AI - Dynamics 365 Business CentralNexer
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI appspowerapps product iconPower Apps
Implementation and training of Dynamics 365 Business Central for small and medium-sized businesses, 4-week Agile project.
55 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLP
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Proactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
56 out of 60
Dynamics 365 Training: 4-Day Proof of ConceptProsoft Systems Intl
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Empower your Dynamics 365 customization team to build a proof of concept application.
57 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify Dots
+2
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicepowerpages product iconPower Pages
Streamline insurance service with AI-driven case management and omni-channel customer support.
58 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
59 out of 60
Insurance Premium Audit Automation – 2 Hours BriefingHappiest Minds Technologies Limited
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
This briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
60 out of 60
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