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Financial Services
Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.
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Consulting services results for Financial Services
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Cyber Security Assessment
ELEVATE Solutions Limited
+1
Applicable to:
Threat Protection
The Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
1 out of 60
Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot Implementation
American CyberSystems, Inc.
+1
Applicable to:
Adoption & Change Management
We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes
2 out of 60
Defend, Protect, Secure with Microsoft Defender XDR
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Take the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
3 out of 60
Symity Copilot for Microsoft 365 Consulting
SYMITY, part of Charterhouse Voice & Data Ltd
+1
Applicable to:
Adoption & Change Management
Symity Copilot for Microsoft 365 Consulting services delivers end to end guidance and support to realising the power of Copilot for Microsoft 365 within your organisation.
4 out of 60
Google to Microsoft 365 Migration
Managed Solution
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information 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.
5 out of 60
CT - Microsoft 365 Copilot Readiness Assessment
Cloud Target
+3
Applicable to:
Adoption & Change Management
Cloud Security
Teamwork Deployment
Assessment in Microsoft 365 environment to enable Microsoft 365 Copilot deploy
6 out of 60
Discover Your Data: 3-Day Assessment
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
7 out of 60
Alfa Connections Teams Phone – Calling Plans
Alfa Connections Pte Ltd
+1
Applicable to:
Calling for Microsoft Teams
Helping customers enable the modernize communications by adding the functionality such as making, receiving Phone calls to Microsoft Teams
8 out of 60
Act! CRM Migration All Enti: 4-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
9 out of 60
Bizapp COE: 3-Meses Implantação
Bizapp
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Estratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
10 out of 60
4 Weeks Microsoft 365 Security Assessment
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
The Microsoft 365 Assessment engagement will help customers evaluate their current security and compliance posture and create a roadmap to meet the organizational needs.
11 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr Assessment
Turnkey Tec
+1
Applicable to:
Finance
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.
12 out of 60
Copilot Readiness Assessment
Concurrency, Inc.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Knowledge & Insights
Reinvent Productivity with a Copilot Readiness Assessment
13 out of 60
F&O Development Package: 10-Day Implementation
Domain 6 Inc.
+1
Applicable to:
Finance
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.
14 out of 60
Process Mining: Discovery & Design Workshop
Cognizant
+1
Applicable to:
Power Automate
Unlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
15 out of 60
Microsoft Copilot: Build Intent Workshop: 2-4Wk Workshop
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Discover how Microsoft 365 Copilot can help you harness organisational data and intelligence and augment the skills of your employees to enhance business operations in this workshop
16 out of 60
Get started with AI and Microsoft 365 Copilot: 1-Hr Workshop
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Teamwork Deployment
SA Consulting can help you in enabling an AI-Powered Organisation by leveraging AI within Microsoft 365 Copilot, ensuring compliance and governance, and increasing productivity.
17 out of 60
Dell Technologies Adoption & Change Management for Microsoft 365
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Dell Technologies ACM Services are a disciplined approach to enhancing the speed, adoption, and sustainability of business transformations.
18 out of 60
Introducing Copilot for Microsoft 365: 1-hour Workshop
The Cloud Factory EMEA Ltd.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
19 out of 60
Dynamics 365 ISV Solution Build: 1-Wk Assessment
ENAVATE, LLC
+1
Applicable to:
Finance
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.
20 out of 60
Windows 365 Cloud PC: 4-Wk Proof of Concept
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Identity & Access Management
Discover how Signal Alliance Consulting helps you get started with Windows 365, the worlds first cloud PC that helps you access your data from anywhere, anytime from any device.
21 out of 60
Avanade Process Mining MVP FY24
Avanade, Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Start your process mining journey to uncover actionable insights to create value for your business with Avanade's Process Mining MVP.
22 out of 60
Microsoft 365 E5 Cyber Range 2 Week Implementation
KAMIND IT, Inc
+2
Applicable to:
Cloud Security
Threat Protection
KAMIND's cybersecurity immersive learning deployment utilizing Project Ares Cyber Range for Microsoft 365 Security Suites.
23 out of 60
Microsoft 365 Security Assessment - 4wk Assessment
Protiviti
+1
Applicable to:
Cloud Security
Effective Analysis of CIS & NIST Benchmarking, Active Directory to Azure and Microsoft 365 Configurations
24 out of 60
Microsoft Power Platform Solution build: 4-weeks Implementation
Signal Alliance
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Let's help you develop your business apps and process automation on Power Platform for your Organization
25 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 3-Wk Proof of Concept
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
26 out of 60
IAM Roadmap - 4 Weeks Assessment
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Identity & Access Management
Develop an outcome-based, design-led IAM strategy to secure access to your resources with Azure identity and access management solutions.
27 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)
Covenant Technology Partners
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
28 out of 60
MVP for Microsoft Planner Work Management System
XRM Vision
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
Start your journey to work management excellence with our MVP for Microsoft Planner. Test Planner in real-world scenarios, benefit from expert guidance, and get a detailed report on system performance
29 out of 60
Power BI Design Thinking 4-Weeks Workshop
SoftServe Inc.
+1
Applicable to:
Power BI apps
During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
30 out of 60
Accenture Bus Apps & Power Platform Consulting Svc: 8 Wk Assessment
Accenture
+1
Applicable to:
Power Apps
Business Applications and Power Platform Consulting Workshop. Discover and identify business needs and a roadmap to reach the end goal.
31 out of 60
X to PowerBI : 6-months implementation
Cognizant
+1
Applicable to:
Power BI apps
Migrate and consolidate reporting landscape into a PowerBI platform on cloud with self-service capabilities, customizable design & seamless integration
32 out of 60
Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk Assessment
Lighthouse Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
This assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
33 out of 60
Custom Power BI Visuals: 1-Hour Briefing
MAQ Software
+1
Applicable to:
Power BI apps
Struggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
34 out of 60
Creating Power BI Visualizations: 1-Hr Briefing
Tallan
+1
Applicable to:
Power BI apps
An introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
35 out of 60
Power Platform: App in a Day
MAQ Software
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Overwhelmed by time-consuming software development? Discover the ease of custom app creation in just one day with our workshop.
36 out of 60
Office 365 Tenant to Tenant Migration: 1-week Assessment
C1st Technologies LLC
+3
Applicable to:
Information Protection & Governance
Insider Risk
Threat 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.
37 out of 60
Microsoft 365: Strategic Roadmap development for Modern Workplace
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Unlock Your Business’s Digital Transformation Potential
38 out of 60
Publicis Sapient Loan Accelerator
Publicis.Sapient USA
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
Publicis Sapient Loan Accelerator will assist financial institutions with improving end to end mortgage origination process.
39 out of 60
Prepárate para Microsoft Copilot con ENCAMINA: Assesment 3 semanas
ENCAMINA S.L.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Obtén un assessment integral: análisis de información, optimización de arquitectura y seguridad, más plan de comunicación y Road Map personalizado
40 out of 60
Dynamics 365: 12-Wk Implementation
EPAM Systems
+3
Applicable to:
Marketing
Sales
Customer Service
Our global Dynamics 365 practice delivers Microsoft Business Applications, including Microsoft Power Platform, through unparalleled services, accelerator integrations and add-ons.
41 out of 60
Pure Discovery: Workshop
Pure Company Sp. z o.o.
+1
Applicable to:
Power BI apps
1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
42 out of 60
HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
HCL offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
43 out of 60
Avanade Modern Sec Ops FY24
Avanade, Inc.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
To deal with today’s cyber threats we develop a modern based soc approach on Microsoft Sentinel delivering a robust solution to allow early detection of attacks, advanced analysis of security incident
44 out of 60
Dynamics 365 Sales - Implementación en 3 meses
AW Latam
+1
Applicable to:
Sales
Desde AW Artware te ayudamos a optimizar los procesos de venta de tu empresa implementando en 3 meses la mejor solución para tu equipo de ventas
45 out of 60
Dynamics 365 for Sales: 3-Day Implementation
Encore Business Solutions
+1
Applicable to:
Sales
A rapid deployment of Dynamics 365 for Sales, with some light customization.
46 out of 60
MDS AI + Copilot Technical Advisory Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & 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.
47 out of 60
Tableau to Power BI Migration: 3 Week Proof of Concept
Nous Infosystems Inc.
+1
Applicable to:
Power BI apps
Accelerate Tableau to Power BI migration at optimized costs with Nous.
48 out of 60
Active Directory Security on Demand
Comtrade System Integration
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
Discover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
49 out of 60
Microsoft 365 Security Health Check Assessment 3-Wk
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
50 out of 60
Microsoft 365 Security Program - 10 Weeks
Trace3
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
This engagement’s primary objective is to develop and rationalize Client's Security use cases and construct a roadmap around the adoption of the Microsoft 365 Security and Mobility Suite.
51 out of 60
Dynamics 365 Fin&Ops Development: 10-Day Workshop
Quick ERP Co., Ltd.
+1
Applicable to:
Finance
A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
52 out of 60
SMB Customer Onboarding: 6 wk Implementation
Capgemini Group
+3
Applicable to:
Finance
Power Automate
Power Apps
Capgemini’s SMB Customer Onboarding solution accelerator extends the value of Microsoft Cloud for Financial Services by automating and fast-tracking SMB and SME Customer Onboarding processes.
53 out of 60
AVI-SPL MTR Pro Tier II Support: 12-Month Implementation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Get 24×7 live human technical assistance for Microsoft Teams Rooms certified device issues that cannot be resolved through Artificial Intelligence remediation
54 out of 60
End-User Safety App: 2 weeks to implementation
Heartland Business Systems, LLC
+2
Applicable to:
Power Automate
Power Apps
Allow employees to utilize mobile devices to report safety/security incidents throughout your office locations.
55 out of 60
Teams LOB Application and Power Platform
Dell Technologies Services
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
Dell Technologies Consulting Services offers a variety of services for teams including onboarding, adoption & change management, calling and meetings, business applications with Power Platform.
56 out of 60
D365 Sales&Marketing+CoPilot: 10Wk Implementation
Bizapp
+3
Applicable to:
Marketing
Sales
Customer Insights
Serviços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
57 out of 60
Wolkvox - Microsoft Teams: implementación 10 días
ELECTRICOS Y COMUNICACIONES ELECTROCOM S A S
Demostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
58 out of 60
Microsoft Teams E911 Compliance Assessment - 1 Day
Magenium Solutions, LLC
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
In just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
59 out of 60
Microsoft 365 Cloud Accelerator Experience
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Microsoft 365 Cloud Accelerator Experience A hands-on introduction to Microsoft’s suite of productivity tools, customized to your organizations business, process, and people.
60 out of 60
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