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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.
Copilot Adoption ProgramManaged Solution
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Integrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
1 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Merge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
2 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-mobile-device-management product iconMobile Device Management
Baseline Microsoft Intune Design and Deployment Services - Comprehensive
3 out of 60
Corporate E-Learning with Viva: 5-Week ImplementationSpyglass MTG, LLC
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
The is offering leverages Viva Learning, Viva Connection, and Power Platforms to provide organizations with a training and testing solution that empowers employees to learn and grow.
4 out of 60
Business Central Fin and Dist: 2-Hr AssessmentIntegrated Computer Systems Support
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Distributors who want to learn about the new Microsoft Dynamics 365 Business Central offering and how it can serve your business, this assessment is perfect for you.
5 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC Digital
+2
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-customer-insights product iconCustomer Insights
Your customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
6 out of 60
Microsoft AI Business Solution: AI Workforce (Modern Work) Maturity AssessmentNTT DATA Inc.
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Managementm365-sa-power-platform-for-teams product iconPower Platform for Teams
Benchmark your Digital Workplace across 9 pillars and key tech stack - including Microsoft 365 Copilot, Intune, Windows 11, and Teams, Exchange Online, OneDrive to ensure a secure, seamless experience
7 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology Partners
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
8 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi Indonesia
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
We help you to understand and realize the business value of Generative AI capabilities within your workplace environment.​
9 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
10 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
11 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology Partners
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Drive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
12 out of 60
Software health-check service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
13 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SAS
+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
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
14 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
15 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Are you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
16 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsight
+1
Applicable to:
powerapps product iconPower Apps
Power Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
17 out of 60
Business Central Premier: 8-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
18 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
19 out of 60
Power BI for Developers: 1-Day WorkshopCSG Pro
+1
Applicable to:
power-bi product iconPower BI apps
A full day of deep-dive training for developers focused on Power BI.
20 out of 60
Power Platform: 1-Hr BriefingBJSS Limited
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
An opportunity to get a better understanding around Low Code technologies and how your company can get best use out of it
21 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSyvantis Technologies, Inc
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Meet with Syvantis consultants that specialize in both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central to evaluate your current system and provide system design recommendations.
22 out of 60
Performance Review Service: 1-Wk ImplementationETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
23 out of 60
Microsoft 365: 3-D Implementationatwork
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Events
Accelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
24 out of 60
Collaboration Assessment 4 WksKinly
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Hybrid Work Collaboration Assessment 4 weeks program with full report
25 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Microsoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
26 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Microsoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
27 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
28 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree Limited
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Quick customer onboarding using PowerApps, Power Automate and AI Models .
29 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologies
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Evaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
30 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek Services
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & Insights
Evaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
31 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
32 out of 60
Copilot workshopSaxon Global Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
33 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
A monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
34 out of 60
Kainos AI Shared MailboxKainos
+1
Applicable to:
powerapps product iconPower Apps
We help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
35 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.
+1
Applicable to:
power-bi product iconPower BI apps
Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
36 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi Solutions
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
37 out of 60
Power BI Hands-On Training: 1-Day WorkshopPactera
+1
Applicable to:
power-bi product iconPower BI apps
A hands-on workshop to learn how the unique capabilities of Power BI can help you represent and analyze data, and derive insights.
38 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
power-bi product iconPower BI apps
Customized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
39 out of 60
Viva: 5-days WorkshopSoftline Trade
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Softline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
40 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationLevelShift
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
41 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis Computer
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
El objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
42 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
43 out of 60
Power BI Introductory Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
power-bi product iconPower BI apps
Customized, instructor-led introductory Power BI training for back-end and front-end reporting and dashboards.
44 out of 60
Microsoft Platform Support ImplementationManaged Solution
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-threat-protection product iconThreat Protectionm365-sa-workplace-analytics product iconWorkplace Analytics
Microsoft Platform Support Services provides comprehensive support that optimizes performance, enhances security and drives adoption across your Microsoft ecosystem.
45 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz Inc
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
Drive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
46 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
47 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
48 out of 60
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
49 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
50 out of 60
Power Platform App in a Day WorkshopCovenant Technology Partners
+1
Applicable to:
powerapps product iconPower Apps
1-day workshop for client to understand/build a Power App
51 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsult
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Provide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
52 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware Technologies
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Boost Your Customer and Community Engagements With Our Power Pages Consulting offer
53 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinly
+2
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Working together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
54 out of 60
Financial Consolidation & Reporting - FINCONAtna Technologies
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI apps
Empower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
55 out of 60
HR AgentAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
The HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
56 out of 60
Microsoft 365 Security & Compliance AssessmentPLEXHOSTED LLC
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
2-week assessment of Microsoft 365 security posture and compliance gaps (HIPAA, GDPR, PCI-DSS, SOC2), with remediation roadmap and license alignment (Microsoft 365 E3/E5/Business Premium).
57 out of 60
Office 365 Tenant to Tenant Migration: 1-week AssessmentC1st Technologies LLC
+3
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Riskm365-sa-threat-protection product iconThreat Protection
We understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
58 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet
+1
Applicable to:
power-bi product iconPower BI apps
Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
59 out of 60
Power BI Foundation: 8-Day Assessment by BiTQAdvanced Data and AI Company
+1
Applicable to:
power-bi product iconPower BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
60 out of 60
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