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Financial Services

Diventare partner di fiducia per i propri clienti e differenziare l'istituto finanziario dalla concorrenza. È possibile esplorare le offerte di servizi finanziari che consentono di creare nuovo valore con tecnologie innovative.
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Servizi di consulenza risultati per Servizi finanziari

Visualizzazione di risultati in servizi di consulenza.
Visualizza risultati correlati in app o risultati correlati in cloud di settore.
Dynamics 365 Implementation: 3-Wk AssessmentEllipse Solutions
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
One of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
1 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
2 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
3 out of 60
Modernize your Applications with Microsoft 365 Power Apps: 2 weeks implementationArmis, Sistemas de Informação, Lda
+1
Applicable to:
powerapps product iconPower Apps
Design a business process of your choice and build a basic Power App as a working solution that you can use to automate your process and showcase it within your organization.
4 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness WorkshopMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Maureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
5 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.
6 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
7 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.
8 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.
9 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.
10 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
SCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
11 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Designed as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
12 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.
13 out of 60
CSV To Power BI: 3-Day Proof of ConceptCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
A Power BI pilot based on your sample data provided in CSV file format.
14 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.
15 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.
16 out of 60
Dynamics 365 Business Check: 1-Hr AssessmentSparktech
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
If you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
17 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
18 out of 60
Viva Connections Quick Start 3-week ImplementationEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Viva Connections Quick Start is specifically for organisations who already have a modern SharePoint Online intranet and plan to implement Viva Connections.
19 out of 60
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
20 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.
21 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
22 out of 60
Dynamics GP to Dynamics 365: 1-Day AssessmentLogan Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
Logan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
23 out of 60
Google to Microsoft 365 MigrationManaged Solution
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Empowering digital transformation through a Google to Microsoft 365 migration with world-class support, so you can focus on what matters most—your business.
24 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLC
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
The goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
25 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
26 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3
+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
This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
27 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLC
+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
Synergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
28 out of 60
Power BI FastStart: 6-Wk WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Marquam has developed the Power BI FastStart program to support organizations that want to leverage their investments in data.
29 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.
30 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
31 out of 60
Microsoft 365 Copilot Readiness AssessmentApplied Information Sciences
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Prepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
32 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosol
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Integrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
33 out of 60
KK_Intune ImplementationKraft Kennedy
+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
Kraft Kennedy's Implementation service for Migration to Microsoft Intune is designed to assist customers in an Intune Deployment Architecture Scenario
34 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Free one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
35 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.
36 out of 60
Implementation of Microsoft Purview QuickStartPresidio
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
37 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.
38 out of 60
Power Automate Desktop (RPA) Migration Proof-of-ValueAshling Partners
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Free workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
39 out of 60
CRM Onboarding: 1-Wk ImplementationSherweb
+1
Applicable to:
dynamics-365-for-sales product iconSales
A fast and easy way to deploy Dynamics 365 for Sales.
40 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
41 out of 60
Dynamics 365 for Sales: 3-Day ImplementationEncore Business Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A rapid deployment of Dynamics 365 for Sales, with some light customization.
42 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.
43 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.
44 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management Concepts
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
45 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentSIROCo LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A free in-depth assessment of your business to determine if Dynamics 365 Business Central is a good fit for your organization.
46 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
47 out of 60
Microsoft Compliance Workshop: 3-Day WorkshopWorld Wide Technology
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-insider-risk product iconInsider Riskm365-sa-knowledge-and-insights product iconKnowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
48 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.
49 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.
50 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
51 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini Group
+1
Applicable to:
powerapps product iconPower Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
52 out of 60
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.
53 out of 60
Discover Your Data: 3-Day AssessmentAdvaiya Solutions Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
54 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
55 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
56 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.
57 out of 60
Microsoft Viva Connections Consultancy & Implementation Services: 6 Weeks ImplementationPERSISTENT SYSTEMS LIMITED
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Building a personalized gateway to a modern employee experience platform - one-stop-shop for all daily needs of employees
58 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.
59 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.
+1
Applicable to:
powerapps product iconPower Apps
Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
60 out of 60
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