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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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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)
1 out of 60
Dynamics 365 Sales/Sale App : 1-Day Workshop
Dynamics Edge
+3
Applicable to:
Finance
Sales
Customer Service
Provide 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.
2 out of 60
Corporate E-Learning with Viva: 5-Week Implementation
Spyglass MTG, LLC
+3
Applicable to:
Power BI apps
Power Automate
Power 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.
3 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.
4 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.
5 out of 60
Reduce your Microsoft 365 budget and optimize the usages
Chrysalis SAS SmartView
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Technical Audit of Your Microsoft 365 Licenses and User Adoption with 365Metrics
6 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.
7 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.
8 out of 60
LTIMindtree Customer Onboarding: 4-Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
Quick customer onboarding using PowerApps, Power Automate and AI Models .
9 out of 60
Advanced Data Analytics with Power BI: 3-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
Unsatisfied with your current data analytics setup? Take it to the next level with our 3-day Power BI workshop
10 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of Concept
UB Technology Innovations, Inc.
+1
Applicable to:
Power BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
11 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.
12 out of 60
Fabric 4-week Proof of Concept
iLink Systems, Inc.
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
4-week Proof of Concept to test and migrate existing workload to Microsoft Fabric
13 out of 60
Evergreen-as-a-service: 12mth Managed Service
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
A managed service designed to help organisations prepare for and deliver continuous adoption of Microsoft 365 at scale.
14 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
15 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
16 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.
17 out of 60
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.
18 out of 60
Microsoft 365 Adoption as a Service
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Adoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
19 out of 60
Microsoft Dynamics 365 Customer Service: 1 Hour Briefing
Cognizant
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
Customer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
20 out of 60
Okta to Microsoft Entra ID Migration
Performanta
+1
Applicable to:
Identity & Access Management
Performanta's Okta to Microsoft Entra ID Application Migration service will give you a controlled, seamless and secure transition to Azure AD.
21 out of 60
MDS Microsoft 365 Copilot Extensibility Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & Change Management
Our offer is a three-day workshop engagement that accelerates deriving more value from your organizational data using Microsoft 365 Copilot.
22 out of 60
Microsoft Purview Info Protection & Gov: 12 Weeks Implementation
Wipro Ltd
+1
Applicable to:
Information Protection & Governance
Discover your sensitive data in a hybrid environment to identify potential risks and implement adequate controls to safe guard your data leveraging Microsoft Purview Unified data governance.
23 out of 60
Predica Power Platform KickStarter 2-Weeks Assesment
Predica
+1
Applicable to:
Power Apps
Make your first steps with Power Platform and verify the value.
24 out of 60
Power BI Embedded App Template
Skypoint
+1
Applicable to:
Power BI apps
The Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
25 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
26 out of 60
Envisioning and pilot deployment: 8 week accelerator
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Kick-start your journey to a reimagined workplace with Cognizant’s Copilot for Microsoft 365 Envisioning and pilot deployment.
27 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.
28 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.
29 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
30 out of 60
Power Apps Sherpa: 3-Wk Implementation
JourneyTEAM
+2
Applicable to:
Power Automate
Power Apps
Deploy Power Apps with a lower implementation cost with JourneyTEAM’s exclusive Sherpa
31 out of 60
Avanade Connected Workplace 1/2 Day Briefing FY24
Avanade, Inc.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Workplace Analytics
Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
32 out of 60
Advisory Service for Microsoft Cloud
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Leverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
33 out of 60
Wragby Business Process Automation: 1-month Implementation
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Use low-code solutions to build custom apps and automate manual workflows.
34 out of 60
Microsoft Entra Cloud Permissions Risk Check: 15-Days Workshop
Wipro Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Wipro's Entra cloud permission workshop to help enterprises rapidly enable the service with Azure, and multi-cloud providers to discover privilege permission risks associated with identities
35 out of 60
Power BI Pilot 5 Day Implementation
CDW
+1
Applicable to:
Power BI apps
Power BI is the leading data analytics and visualization platform that enables modernization to deliver data insights via interactive reporting and dash boarding.
36 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."
One Diversified
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Organizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
37 out of 60
Microsoft 365 Security: 4-hour Assessment
Quisitive
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
The Microsoft 365 Security Assessment provides an in-depth assessment of your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
38 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk Implementation
Performanta
+1
Applicable to:
Identity & Access Management
Undertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
39 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
40 out of 60
People Experience powered by Microsoft VIVA
Capgemini Group
+1
Applicable to:
Knowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
41 out of 60
Consolidate Apps on Dynamics 365: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
42 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.
43 out of 60
Digital Selling Exp. for FS 6 week implementation
Capgemini Group
+1
Applicable to:
Power 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.
44 out of 60
teams_premium_AI_readiness_workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Elevate your capabilities in planning, deploying, securing, utilizing, and governing Teams Premium in the enterprise.
45 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
46 out of 60
Field Service Integration: 9-Wk Implementation
Dynamic Consulting
+2
Applicable to:
Finance
Field Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
47 out of 60
HCLTech Fusion Endpoint Detection and Response (FEDR) - 10 Days Implementation
HCL Technologies Limited.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
HCLTech FEDR (Fusion Endpoint Detection and Response) services powered by Microsoft Defender for Endpoint
48 out of 60
Project Online Dashboards: 1-Day Proof of Concept
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
49 out of 60
Microsoft 365 Security Health Check: 3 day Assessment
ISCG SP Z O O
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
Microsoft 365 is a multi-layer solution with the right security policies you can block over 99.9 percent of account compromise attacks!
50 out of 60
Endpoint Management Solutions: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Discover how Signal Alliance Consulting enables users in your organization to be productive, on any device, without compromising IT security by leveraging Microsoft Endpoint Management.
51 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr Assessment
WebSan Solutions Inc.
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
52 out of 60
Power Platform - 4 Week Assessment
Protiviti
+2
Applicable to:
Power Automate
Power Apps
Identify potential gaps and optimize your Power Platform's scalability, security and supportability across the enterprise
53 out of 60
Bizapp Automation Coach - Citizen Development
Bizapp
+3
Applicable to:
Power Automate
Power Apps
Power Pages
O Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
54 out of 60
Power Apps: 6-Week Workshop
SoftServe Inc.
+1
Applicable to:
Power Apps
A 36-hour workshop where you will improve your application development skills with Power Apps.
55 out of 60
RPA Migration Factory
Sonata Software Ltd.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Migration factory with Power Automate
56 out of 60
Power BI Dashboard in a Day - 1-Day Workshop
Heartland Business Systems, LLC
+1
Applicable to:
Power BI apps
Hands-on workshop to review the capabilities of Power BI
57 out of 60
Sales OnPrem to Cloud: 10-Day Assessment
Sikich, LLP.
+1
Applicable to:
Sales
An in-depth system review which will provide a clear path for migration to the cloud from an existing on premise CRM implementation. Sized for organizations with 51 - 249 Users
58 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of Concept
Canviz
+1
Applicable to:
Power Apps
Automate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
59 out of 60
Power Apps & Your Business: 3-Day Proof of Concept
XRM Vision
+1
Applicable to:
Power Apps
Starting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
60 out of 60
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