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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.
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
1 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.
2 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
3 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower 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.
4 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.
5 out of 60
Power Platform: 5-6 Weeks ImplementationG&P Projetos e Sistemas
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
G&P Power Platform Implementation & Services
6 out of 60
Power Automate Implementation: 60 Mins Discovery SessionSYNAPSEINDIA OUTSOURCING PVT. LTD
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
SynapseIndia offers expert Power Automate implementation using tailored consulting, deployment, and support for efficient workflows. Contact us for seamless business automation.
7 out of 60
Copilot User Adoption: 4-6 Week EngagementNetrix Global
+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
User Adoption Jumpstart for Copilot for Microsoft 365
8 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.
9 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
10 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.
11 out of 60
Bizapp Automation Coach - Citizen DevelopmentBizapp
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
O Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
12 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.
13 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.
14 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.
15 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.
16 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.
17 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.
18 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.
19 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.
20 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).
21 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
22 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.
23 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
An in-depth engagement leading to an implementation of an IT Operations Dashboard.
24 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
25 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.
26 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
27 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.
28 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
29 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.
30 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.
31 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.
32 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.
33 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.
34 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.
35 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.
36 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
37 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply
+1
Applicable to:
dynamics-365-marketing product iconMarketing
1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
38 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.
39 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Harness the power of Microsoft Power BI for your business
40 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.
41 out of 60
People Experience powered by Microsoft VIVACapgemini Group
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
42 out of 60
Dynamics 365 Business Central: 2 Days AssessmentDFI
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Discover a 2-day journey to business excellence! Get FREE Dynamics 365 Business Central consulting to boost efficiency and cost savings now.
43 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.
44 out of 60
Power BI Governance: 1-Day WorkshopSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
This workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
45 out of 60
Power Apps and Automate: 10-Day ImplementationXRM Vision
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
46 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
47 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow Corporation
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Develop a mapping solution for Dynamics 365 using Bing Maps
48 out of 60
Microsoft Power BI: 5-6 Weeks ImplementationG&P Projetos e Sistemas
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
G&P Power BI Implementation & Services
49 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer 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.
50 out of 60
Power BI Infrastructure: 2-Wk WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
51 out of 60
Microsoft Viva: 12-week proof of conceptAwara IT Kazakhstan LLP
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Awara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
52 out of 60
Viva Glint: 8-Wk ImplementationEngage Squared
+2
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
This comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
53 out of 60
Avanade Copilot for Microsoft 365 Security AcceleratorAvanade, Inc.
+1
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governance
Identify and protect data in preparation for Copilot for Microsoft 365 enablement​.
54 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Build a Proof-of-Concept with your data and see how Machine Learning can drive your business.
55 out of 60
Power Platform Centre for Enablement (C4E) - 8 week ImplementationKainos
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
The Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
56 out of 60
Nexer 10 Day Assessment for Microsoft Contact CenterNexer Group AB
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-customer-insights product iconCustomer Insights
Nexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
57 out of 60
Dynamics 365 Business Central Finance - 4-Wk Rapid ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Get Microsoft Dynamics 365 Business Central up and running in 4 to 6 weeks. D6 rapid implementation offer helps businesses streamline financial ops, accelerate time-to-value, with minimal disruption.
58 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVision
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
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.
59 out of 60
Power Apps Scoping: 1-Wk WorkshopFractal Analytics
+1
Applicable to:
powerapps product iconPower Apps
An engagement that delivers a project plan for solving your complex problems with Power Apps.
60 out of 60
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