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Financial Services

Torne-se um parceiro de confiança para os seus clientes e destaque a sua instituição financeira em relação à concorrência. Explore ofertas de serviços financeiros que o ajudam a criar novo valor com tecnologia inovadora.
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Serviços de consultoria resultados para Serviços Financeiros

A mostrar resultados em serviços de consultoria.
Ver resultados relacionados em aplicações ou resultados relacionados em nuvens da indústria.
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.
1 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.
2 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
3 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.
4 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.
5 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.
6 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.
7 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 !
8 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.
9 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.
10 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).
11 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.
12 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse Ltd
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
13 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-field-services product iconField Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
14 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.
15 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
16 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.
17 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.
18 out of 60
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!
19 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsight
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
In this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
20 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
21 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.
22 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.
23 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
24 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
25 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.
26 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.
27 out of 60
Microsoft Copilot Studio ChatbotManaged Solution
+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
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
28 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
29 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.
30 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.
31 out of 60
Dynamics 365 Business Central - Financials Package: 8-Wk ImplementationAlta Vista Technology
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
In our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
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
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.
34 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
35 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!
36 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
37 out of 60
Power Platform Jumpstart: 6 Week WorkshopNetwoven
+1
Applicable to:
powerapps product iconPower Apps
Using this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
38 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.
+2
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinance
A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
39 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.
40 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
41 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.
42 out of 60
Dynamics 365 Sales: 20-Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-for-sales product iconSales
Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
43 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.
44 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.
45 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest Projects
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
46 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Understand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
47 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
48 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.
49 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-project-service-automation product iconProject Service Automationpower-bi product iconPower BI apps
This workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
50 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellos
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
51 out of 60
Viva Goals Discovery Workshop - 1 day assessmentXRM Vision
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
XRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
52 out of 60
Dynamics GP to 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 migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
53 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.
54 out of 60
Synergy Advisors - Microsoft 365 Copilot - Business Transformation - E-mmersionSynergy Advisors LLC
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Discover the Future of Productivity with Our Microsoft 365 Copilot E-mmersion Experience!
55 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic Consulting
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
56 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.
57 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.
58 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.
59 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.
60 out of 60
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