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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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Office 365 Managment: 1 Day Assessment
Eze Castle Integration
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
ECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
1 out of 60
Frontline Worker Pilot Roll Out
PC SOLUTIONS PRIVATE LIMITED
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
8-12 Weeks Pilot Program will enable frontline workers and extended workforce of organization to understand how Teams platform can be used to enhance their Productivity.
2 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.
3 out of 60
Dynamics 365 Business Central Workshop
Covenant Technology Partners
+1
Applicable to:
Business Central
Needs Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
4 out of 60
Microsoft 365 App Enhancement: 4-week workshop
D CX Unicorn Marketing LLC
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
A comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
5 out of 60
Modern Workplace Implementation: 3-Weeks Implementation
Mismo Systems LLP
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Meetings for Microsoft Teams
Mismo Systems has the experience of digital transformation and workplace modernization around the world. Get a fully managed and maintained modern and secure workplace with Microsoft 365
6 out of 60
Cloud Migration for Dynamics 365: 1-Hr Briefing
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
7 out of 60
Beyondsoft Power BI: 4-Day Proof of Concept
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
Harness the power of Microsoft Power BI for your business
8 out of 60
CI/CD für Power BI: Starter - 5 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
9 out of 60
Fractional Accounting as a Service: 6-Month Implementation
Boyer & Associates
+1
Applicable to:
Business Central
Get the financial accounting help you need to reconcile bank and credit card statements from fractional accountants already skilled in Business Central.
10 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
11 out of 60
Automate Repetitive Processes with Robotic Process Automation (RPA)
Ha-Shem Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This offer helps organizations automate Repetitive Processes with RPA, or Simply Bots. Bots are any set of applications used to capture data and manipulate applications to perform repetitive tasks.
12 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.
13 out of 60
Teams Rooms 2-weeks implementation
NewTech
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Transform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
14 out of 60
SMART Workplace: 8-Day Information Architecture Design
Spanish Point Technologies
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Teamwork Deployment
Design your organisations Information Architecture to improve communication and collaboration between employees, creating a sustainable workforce with high levels of talent retention.
15 out of 60
SharePoint QuickStart: 2-week Implementation
Practical Solutions, Inc
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
16 out of 60
Power Automate Practice 4-Wk Implementation
Tech Mahindra Limited
+1
Applicable to:
Power Apps
Power Automation Practice Build Up in a 4-Wk Implementation
17 out of 60
Office Solution Migration Assistant for Tableau to Microsoft Power BI
Office Solution
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
TABLEAU TO POWER BI MIGRATION
18 out of 60
Microsoft Purview Records Management Assessment & Strategy for Financial Services - 9 Week Assessment
Protiviti
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
Protiviti assists Financial Services organizations with defining and documenting a strategy and roadmap to accomplish records management within Microsoft 365 leveraging Microsoft Purview.
19 out of 60
Digital Workplace Strategy: 2/12-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
A 3-level programme designed to define your digital workplace and employee experience strategy
20 out of 60
Low Code Rapid App Prototype - 4 weeks
BDO Digital, LLC
+2
Applicable to:
Power Automate
Power Apps
Improve efficiency by automating task & service processes with applications tailored to your business.
21 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.
22 out of 60
Backoffice Financial Services: 5-hr Workshop
Axxon Consulting S.A
+1
Applicable to:
Finance
The Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
23 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.
24 out of 60
Dynamics 365 Customer Insights: 1 Week Workshop
Cognizant
+1
Applicable to:
Customer Insights
In a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
25 out of 60
Teams as a Platform Foundry: 10Wk Proof of Concept
Cognizant
+3
Applicable to:
Meetings for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
Teams as a Platform Foundry reimagines development of Microsoft teams solutions to deliver industry standard applications in a low cost and highly maintainable model.
26 out of 60
Accelerator of FS Cloud -6 week implementation
Capgemini Group
+1
Applicable to:
Power Apps
We help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
27 out of 60
Power Platform Jumpstart: 6 Week Workshop
Netwoven
+1
Applicable to:
Power Apps
Using this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
28 out of 60
Power Platform Center of Excellence: Free 1-Hour Briefing
MAQ Software
+1
Applicable to:
Power Apps
Enhance your Power Platform expertise with a Center of Excellence
29 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.
30 out of 60
People Analytics Reporting: 2-Wk Implementation
Tallan
+1
Applicable to:
Power BI apps
Retaining Top Talent with Big Data using Microsoft Power BI.
31 out of 60
Defender for Endpoint Managed Service
e2e-assure Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Microsoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
32 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.
33 out of 60
MDR Workshop
Grant Thornton LLP
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Maximize Your Security Posture with Grant Thornton's MDR Program Assessment
34 out of 60
Custom Power BI Dashboard: 1-Day Workshop
Nihilent Technologies, Inc
+1
Applicable to:
Power BI apps
A hands-on training workshop on Power BI for your team at your location, with your data.
35 out of 60
Microsoft Teams Rooms Implementation Service
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Meeting Space Solution for Teams Rooms implementation provides expert assistance for the initial setup, configuration and integration of the Dell Meeting Space Solution for MTR.
36 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
37 out of 60
InfoPath to Power Apps : 2hrs Free Workshop
UST Global
+1
Applicable to:
Power Apps
2hrs Free Workshop with UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
38 out of 60
Gestisoft Sales Accelerator
Gestisoft Inc.
+1
Applicable to:
Sales
Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
39 out of 60
Teams collaboration and Adoption Services: 1-Day Workshop
SCC
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
SCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
40 out of 60
D365 Events Management Portal: 4 Wk Implementation
TrimaxSecure
+2
Applicable to:
Marketing
Customer Service
Create and manage all the details needed for events registration, payment, and engagement tracking inside a customized web portal based on Microsoft Dynamics 365 Marketing.
41 out of 60
SOS Enterprise Comm. App: 1-Wk Implementation
SOS Group Limited
+1
Applicable to:
Power Apps
SOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
42 out of 60
Hybrid Teams Meetings 1-Day Workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Define customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
43 out of 60
Rapid Migration for RPA: 4-6 WK Migration
Alithya Fullscope Solutions, Inc.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
44 out of 60
Power Apps and Automate: 10-Day Implementation
XRM Vision
+2
Applicable to:
Power Automate
Power Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
45 out of 60
Copilot User Adoption: 4-6 Week Engagement
Netrix Global
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
User Adoption Jumpstart for Copilot for Microsoft 365
46 out of 60
Microsoft Endpoint Management (Intune): 8 Week Implementation
SIMPLICITY IT INC.
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
Our 8 week Intune Implementation is designed to help customers with Microsoft 365 Business Premium or Enterprise E3 or E5 to fully utilize Intune that is INCLUDED in the licensing
47 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.
48 out of 60
Jumpstart Productivity With Teams: 3 Day POC
Slalom Consulting
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
Simplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
49 out of 60
PowerInsurance: 7-Wk Implementation
PowerObjects An HCL Company
+3
Applicable to:
Sales
Customer Service
Power Apps
This Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
50 out of 60
Goldmine Migration All Ent: 8-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This service offer is about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
51 out of 60
DXC Modern Workplace Implementation
DXC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
With millions working from home globally, DXC Technology helps businesses rapidly deploy, secure and scale remote working solutions. Enable your employees to work, connect and collaborate — with a mor
52 out of 60
Microsoft 365 License Optimization:1-hr Assessment
Frontier Technology, LLC
+3
Applicable to:
Adoption & Change Management
Cloud Security
Identity & Access Management
Review current state of Microsoft Cloud Services plans and subscriptions. Optimize to a "Cloud first" business model that is potentially more cost effective.
53 out of 60
Power of 3 and COE 4-Wk Implementation
Neudesic
+1
Applicable to:
Power Apps
Build 3 Power Apps and Center of Excellence
54 out of 60
Power BI Premium for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An 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 .
55 out of 60
Revamp Intranets: 2-Wk Assessment
Engage Squared
+2
Applicable to:
Adoption & Change Management
Knowledge & 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
56 out of 60
Dynamics 365 FO Financials: 5-Day Workshop
Turnkey Tec
+1
Applicable to:
Finance
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
57 out of 60
Lenovo-led POC Program: 4-Wk Proof of Concept
Lenovo Software
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
58 out of 60
Catalyst Envision and Innovation Workshop
Covenant Technology Partners
+1
Applicable to:
Customer Service
Catalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
59 out of 60
Consult with a PowerApps MVP: 10-Hr Implementation
IW Mentor
+1
Applicable to:
Power Apps
PowerApps Remote Support / Consulting
60 out of 60
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