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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.
MDS Microsoft 365 Copilot Global Advisory ServicesMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The MDS Microsoft 365 Copilot Global Advisory Services is an offering that includes services which provide guidance and support to customers specific goals of Microsoft 365 Copilot.
1 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Hands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
2 out of 60
Synergy Advisors - Windows in the Cloud AssessmentSynergy Advisors LLC
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Modernize your endpoints with Windows in the Cloud to enhance performance, security, and management of operating systems flexibly and efficiently.
3 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.
4 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Test drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
5 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk AssessmentTata Consultancy Services Ltd.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
6 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecure
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Tailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
7 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidio
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Align goals and measure success with a Copilot Adoption Accelerator from Presidio.
8 out of 60
Copilot for Sales- Salesforce OfferHitachi Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Our two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
9 out of 60
Viva Learning Roadmap: 3-Day WorkshopEngage Squared
+2
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Viva Learning Roadmap is designed specifically for organisations who want to improve employee experience through fostering a continuous learning culture.
10 out of 60
Copilot adoption for HRConterra
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Transform HR processes with Copilot and Conterra Copilot Adoption Offer: 4-Wk Imp
11 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
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.
12 out of 60
Dashboard-as-a-Service: 3-Week 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.
13 out of 60
Dynamics 365 Reports: 1-Day WorkshopMTC
+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
Learn how to rapidly build various dashboards and reports in Dynamics 365.
14 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
15 out of 60
Viva Insights Quick Start: 8-week ImplementationEngage Squared
+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
Viva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
16 out of 60
Identity and Access Mgm - 12 days ImplementationSPAN d.d.
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access 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
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
18 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
19 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Five-day Implementation and support for Microsoft Dynamics 365 Business Central.
20 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLC
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
We provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
21 out of 60
Analytics QuickStart: 2-Wk Proof of ConceptNihilent Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A rapid pilot using Advanced Analytics and Data Science to help you get a 360° view of your customers, business model, and operations.
22 out of 60
Business Central Customization: 1-Hr AssessmentDavid Boehm, CPA and Company Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI appspowerapps product iconPower Apps
Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
23 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTC
+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
This service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
24 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecure
+1
Applicable to:
dynamics-365-for-sales product iconSales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
25 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data Systems
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
26 out of 60
Dynamics 365 for Sales: 1-Hr BriefingLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An overview demo for an understanding of the capabilities of Microsoft Dynamics 365 for Sales.
27 out of 60
Viva InsightsExperience: 12-WK ImplementationNTT DATA EMEAL
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Viva Insights Employee Experience Engagement - Implementation and Roadmap
28 out of 60
Power BI Reporting: 4-week Assessment & PoCITMAGINATION
+1
Applicable to:
power-bi product iconPower BI apps
Improve your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
29 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
30 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelon
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
31 out of 60
Revamp Intranets: 2-Wk AssessmentEngage Squared
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
We’ve designed Revamp your Intranet to help organisations get more from their current intranet platform with a fixed-price service that will give you a set of tailor-made, actionable recommendations
32 out of 60
AI Transformation with CopilotApsia
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
AI Projects must truly serve business objectives ! The ultimate reason we are here is to deliver value for the organization.
33 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
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.
34 out of 60
Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A hands-on training workshop on Power BI for your team at your location, with your data.
35 out of 60
KK Teams Design and Planning WorkshopKraft Kennedy
+3
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design and planning workshop for Microsoft Teams collaboration software
36 out of 60
Custom Power BI Visualization: 2-Wk ImplementationTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this engagement, work with Tallan to design and build a custom Power BI Custom Visualization to fit your business needs, and give you the competitive advantage.
37 out of 60
Microsoft Defender for Endpoint QuickStartPresidio
+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
Presidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
38 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
39 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC Digital
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer 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.
40 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth Corporation
+1
Applicable to:
power-bi product iconPower BI apps
An engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
41 out of 60
Power BI Reporting and Analytics: 2-Day AssessmentCrowe LLP
+1
Applicable to:
power-bi product iconPower BI apps
Are you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
42 out of 60
CRM Performance Analysis: 10-Day AssessmentMTC
+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
This engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
43 out of 60
Excel Migration All Entities: 4-Day ImplementationMTC
+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
This service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
44 out of 60
Support Subscription: Cloud Transformation Services 12-Months ImplementationCollabPoint LLC
+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
According to Forrester Research only 37% of cloud migrations provide acceptable outcomes. By coupling technical deployment with end user training and adoption we increase kpi's to closer to 80%.
45 out of 60
Adoption & Change Management: Prepaid Change Support: 8-Wk AssessmentEngage Squared
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Prepaid Change Support provides you with the flexibility to tailor change management activities, guided by the advice of our Change & Transformation team.
46 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLP
+1
Applicable to:
dynamics-365-for-sales product iconSales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
47 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL Company
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepowerapps product iconPower Apps
This Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
48 out of 60
Goldmine Migration All Ent: 8-Day ImplementationMTC
+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
This service offer is about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
49 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Boost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
50 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concepttrue org cloud
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
51 out of 60
Power BI QuickStart: 2-Wk Proof of ConceptNihilent Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A rapid prototyping engagement that uses agile methodologies to create a pilot Power BI solution and provides a longer-term BI roadmap.
52 out of 60
From On-premises to CloudSirocco
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
53 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom Consulting
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-power-platform-for-teams product iconPower Platform for Teams
Simplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
54 out of 60
Modernize Business ApplicationsConcurrency, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
55 out of 60
Bankloud: 4-wks AssesmentC-ven Technologies
+1
Applicable to:
powerapps product iconPower Apps
Helping banking industry to define their customers' sales life cycle automation
56 out of 60
Stockloud: 2-wks AssesmentC-ven Technologies
+1
Applicable to:
powerapps product iconPower Apps
Helping brokers to automate their account opening process and customer lifecycle
57 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Equipping your organisation to implement modern information management across your Microsoft 365 environment
58 out of 60
Dynamics 365 Discovery: 2-Day WorkshopEllipse Solutions
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Considering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
59 out of 60
Viva Learning Quick-Start: 6-Wk ImplementationEngage Squared
+2
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Viva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
60 out of 60
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