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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.
Dynamics 365 Sales: Implementation, Support, and Adoption ServicesClaranet
+3
Applicable to:
dynamics-365-for-sales product iconSalespower-automate product iconPower Automatepowerapps product iconPower Apps
Transform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
1 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.
2 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.
3 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
4 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain Technologies
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Web portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
5 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.org
+1
Applicable to:
powerapps product iconPower Apps
Govern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
6 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.
7 out of 60
Microsoft 365 Productivity Discovery WorkshopInformation EXP
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Our Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
8 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Identify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
9 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
10 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo Software
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
11 out of 60
Custom AI Solutions with Microsoft Copilot StudioBizapp
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepower-virtual-agents product iconPower Virtual Agents
Leverage Microsoft Copilot Studio to develop tailored AI solutions that meet your unique business needs, enhancing efficiency and innovation
12 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.
13 out of 60
Azure Virtual Desktop: 1-Week Assessment.Dimension Data
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Management
Elevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
14 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week ImplementationCrayon US
+2
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-knowledge-and-insights product iconKnowledge & Insights
Collaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
15 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
16 out of 60
MDS Copilot Empower & Achieve Two-Week EvaluationMaureen 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 two-week evaluation engagement for specific customer technical, functional or role-based Copilot scenarios intended to help them accelerate real-world Microsoft 365 Copilot productivity.
17 out of 60
Dynamics 365 Customization: 7-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
Dynamics 365 Portal Customization is a smart service offer from MTC, which allows you to get customizations done on your portal as per your business requirements.
18 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPL
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
19 out of 60
KK Modern Endpoint Management WorkshopKraft Kennedy
+2
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Creates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
20 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizapp
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepower-automate product iconPower Automate
Boost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
21 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.
22 out of 60
Data to AI Strategy WorkshopArgano LLC
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-customer-insights product iconCustomer Insightspower-bi product iconPower BI apps
Unify your data platform and modernize your data estate for AI-driven insights
23 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.
24 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.
25 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POCBulletproof Solutions Inc.
+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
Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
26 out of 60
Streamlined Order Approval AutomationBewise
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
To streamline and automate purchase order approvals using Microsoft Power Automate, reducing delays, ensuring compliance, and enhancing transparency through seamless integration with existing systems
27 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.
28 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.
29 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.
30 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.
31 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.
32 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.
33 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.
34 out of 60
Zero Trust Identity and Access Management: 8-16 Weeks Consulting + ImplementationAttosol Private Limited
+2
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Management
In today’s dynamic digital landscape, traditional security models fall short. Embrace Zero Trust with Microsoft and transform your security strategy to protect against evolving threats.
35 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.
36 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed two days with insights that will change the way you work with Power BI.
37 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.
38 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.
39 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.
40 out of 60
Underwriter Copilot: 16-24 Weeks – ImplementationCoforge Limited
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Coforge’s proprietary framework to provide real time suggestions and recommendations to underwriters on policy /claim value of insurance application including GenAI chatbot for underwriter assistance
41 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.
42 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.
43 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT Consultants
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness 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.
44 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.
45 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.
46 out of 60
Dynamics 365 FO Financials: 5-Day WorkshopTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
*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.
47 out of 60
Financials Rapid Deployment: 12-Wk ImplementationAxtegrity Consulting
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Axtegrity offers Rapid Deployment of Core Financials solution for Finance & Operations customers at a fixed cost of $119,000.00. The project duration is estimated at 12 weeks after project start.
48 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.
49 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
50 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.
51 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
52 out of 60
Business Central Support Training: 4-Hr WorkshopTrinSoft
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
TrinSoft will provide support, training, and assistance to ensure that your organization is operationally efficient and effective using Microsoft Dynamics 365 Business Central.
53 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.
54 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
55 out of 60
Microsoft Viva Insights: 1-Day WorkshopEngage 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
Discover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best, to thrive in the new reality.
56 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.
57 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Security CopilotSynergy 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
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
58 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.
59 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
60 out of 60
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