FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
+1
Applicable to:
Power BI apps
Get your Viva Pilot in 2 Weeks!Maureen Data SystemsGet your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
2 out of 60
Kick-Starting Power Apps Project Delivery: 3-Week AssessmentEPAM Systems3-Week Assessment Workshop: Explore, identify, measure and foresee the future solution with Power Apps
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
3 out of 60
Ingram Micro - Microsoft Power Automate – Discovery PackageIngram Micro Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
4 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
5 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data SystemsGet your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
6 out of 60
Vision & Value: Microsoft Dynamics 365 Solution Design WorkshopsEnterprisecloudTransform Your Business with Vision and Value: Solution Design for Dynamics 365 Implementations
+3
Applicable to:
Marketing
Sales
Customer Service
7 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
8 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology PartnersPreparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
9 out of 60
Power BI Data Assessment & Dashboard Plan – 3 Free SessionsiFour Technolab Pvt. Ltd.This is a limited-time offer designed to help business leaders explore the power of data without risk.
Ready to see what your data can do?
+3
Applicable to:
Power BI apps
Power Automate
Power Virtual Agents
10 out of 60
Copilot for Security Readiness AssessmentPerformantaFutureproof your Business Security with Microsoft Security Copilot and Performanta
+2
Applicable to:
Cloud Security
Threat Protection
11 out of 60
Bulletproof 365 Compliance: Managed Information Protection ServiceBulletproof Solutions Inc.We can help organizations understand their risks, define the strategy and path to mitigating these risks and provide the expertise to efficiently monitor and respond when internal and external threats
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
12 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."One DiversifiedOrganizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
13 out of 60
Microsoft Sentinel Security Consulting ServiceComtrade System IntegrationMicrosoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
+2
Applicable to:
Cloud Security
Threat Protection
14 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
+1
Applicable to:
Power BI apps
15 out of 60
Microsoft Fabric 3-Weeks Proof Of ConceptQuadrant TechnologiesOur implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
+1
Applicable to:
Power BI apps
16 out of 60
Microsoft Compliance Workshop: 3-Day WorkshopWorld Wide TechnologyWWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
+3
Applicable to:
Compliance Advisory Services
Insider Risk
Knowledge & Insights
17 out of 60
Symity 5 Day Teams Premium PilotSYMITY, part of Charterhouse Voice & Data LtdMicrosoft Teams Premium elevates your meeting experience. This pilot explains the key features of Microsoft Teams Premium and provides you with hands on experience with a 30 day trial.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Symity Copilot for Microsoft 365 ConsultingSYMITY, part of Charterhouse Voice & Data LtdSymity 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.
+1
Applicable to:
Adoption & Change Management
19 out of 60
Hexaware Digital Contact Center and CX TransformationHexaware TechnologiesEmpowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
20 out of 60
Copilot BriefingNewTechThis engagement is the entry point for Copilot in Microsoft 365, showcasing main use cases, personas and value
+1
Applicable to:
Adoption & Change Management
21 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
22 out of 60
Test Automation: 3-Day Proof of ConceptPragmasys ConsultingAn interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
+3
Applicable to:
Sales
Customer Service
Power Apps
23 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.Hands-on, interactive exploration of Copilot’s vast capabilities
+1
Applicable to:
Adoption & Change Management
24 out of 60
HR AgentAlfa Connections Pte LtdThe HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
+1
Applicable to:
Adoption & Change Management
25 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
26 out of 60
Power Apps & Your Business: 3-Day Proof of ConceptXRM VisionStarting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
+1
Applicable to:
Power Apps
27 out of 60
Microsoft Dynamics NAV to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Dynamics NAV but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
Marketing Accelerator: 7-Day ImplementationenCloud9Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
29 out of 60
Dell Technologies Adoption & Change Management for Microsoft 365Dell Technologies ServicesDell Technologies ACM Services are a disciplined approach to enhancing the speed, adoption, and sustainability of business transformations.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
30 out of 60
Copilot Adoption ProgramManaged SolutionIntegrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
31 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:
Power BI apps
32 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology SolutionsLearn if Microsoft Dynamics 365 Business Central is right for your business.
+1
Applicable to:
Business Central
33 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallanAn introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
+1
Applicable to:
Power BI apps
34 out of 60
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide TechnologyThis offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
35 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible SolutionsMicrosoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
+1
Applicable to:
Business Central
36 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLCThe 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.
+1
Applicable to:
Calling for Microsoft Teams
37 out of 60
EPAM Microsoft 365 Security: 4-Week AssessmentEPAM Systems• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
38 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationPrelude Systems IncAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
39 out of 60
Activate Digital Selling: 4 hour virtual workshopsaglobalDigital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
+2
Applicable to:
Sales
Power Apps
40 out of 60
Bank Guarantee Collaboration controls 6 week POCCapgemini GroupEmpowers employees to orchestrate end-to-end processes across your bank to review, comment, & finalize the contract, resulting in increased productivity & a significant reduction of operational risk.
+2
Applicable to:
Power Automate
Power Apps
41 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to:
Power BI apps
42 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
43 out of 60
Power Platform Center of Excellence: Free 1-Hour BriefingMAQ SoftwareEnhance your Power Platform expertise with a Center of Excellence
+1
Applicable to:
Power Apps
44 out of 60
Process Mining: Discovery & Design WorkshopCognizantUnlock 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.
+1
Applicable to:
Power Automate
45 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsightIn 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.
+2
Applicable to:
Power BI apps
Power Apps
46 out of 60
Power of 3 and COE 4-Wk ImplementationNeudesicBuild 3 Power Apps and Center of Excellence
+1
Applicable to:
Power Apps
47 out of 60
Advisory Service for Microsoft CloudDell Technologies ServicesLeverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
48 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz IncDrive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
+2
Applicable to:
Finance
Power BI apps
49 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
50 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLC.TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
51 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
52 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, LdaLeverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
+1
Applicable to:
Identity & Access Management
53 out of 60
Create a Power App: 1-day WorkshopTech Mahindra LimitedTech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
+1
Applicable to:
Power Apps
54 out of 60
Power BI: 3-Day Proof of ConceptInviso CorporationUsing your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
+1
Applicable to:
Power BI apps
55 out of 60
Dynamics 365: 12-Wk ImplementationEPAM SystemsOur global Dynamics 365 practice delivers Microsoft Business Applications, including Microsoft Power Platform, through unparalleled services, accelerator integrations and add-ons.
+3
Applicable to:
Marketing
Sales
Customer Service
56 out of 60
Calling with Microsoft Teams: 5 weeks ImplementationVERIZON COMMUNICATIONS INC.A bundle of Verizon network SBCaaS and service components priced in a per seat package that enables global calling from Microsoft Teams.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
57 out of 60
Collab Now: 4-Wk ImplementationLong View SystemsCollab Now (Microsoft 365) supports worker productivity by delivering and managing a unified and integrated collaboration platform
+3
Applicable to:
Calling for Microsoft Teams
Identity & Access Management
Teamwork Deployment
58 out of 60
Business Process Review: 2 hour Pre-AssessmentsaglobalTailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
+1
Applicable to:
Power Apps
59 out of 60
Copilot for Sales- Salesforce OfferHitachi SolutionsOur two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
60 out of 60