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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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Marketing Automation Onsite: 1-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
1 out of 60
Power BI for Business Analytics: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
A one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
2 out of 60
Migration to Microsoft 365: 2-Day Assessment
Preeminent Solutions, Inc.
+2
Applicable to:
Mobile Device Management
Teamwork Deployment
Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-Day Assessment & Recommendation to help you planning your migration to Microsoft Office 365
3 out of 60
Microsoft Intune Endpoint Manager Discovery: 1-Mo Assessment
ProServeIT
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Enable organization-wide management & security for your endpoints (mobile devices, workstations, etc.) with a Microsoft Intune Endpoint Manager Discovery.
4 out of 60
DXC OpenAI Advisory Integration Service – Modern Workplace
DXC
+1
Applicable to:
Compliance Advisory Services
Ensuring your business is positioned to compete in a world where Generative AI is poised to give a significant advantage to organizations that leverage its capabilities.
5 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
6 out of 60
Power BI Jumpstart: 3-Day Workshop
Inviso Corporation
+1
Applicable to:
Power BI apps
A hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
7 out of 60
Customer Care Package: 10-Wk Implementation
Velosio
+1
Applicable to:
Customer Service
Redesign your customer experience capabilities with packaged deployment of Customer Service, Agent Chat, Remote Assist and Customer Insights in less than 3 months.
8 out of 60
Dynamics 365 Quick Start: 10-Day Implementation
Jibe Cloud Services
+2
Applicable to:
Sales
Customer Service
This engagement is designed to get you up and running with Dynamics 365 for Sales quickly and inexpensively.
9 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.
10 out of 60
Power Apps : 2Weeks Assessment
Quadrant Resource LLC
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Quadrant Power platform Assessment introduces you to features and functionality of Microsoft Power platform to help you better Analyze data, build solutions, automate process and create virtual agents
11 out of 60
Dynamics 365 Business Central & Power BI Reporting: 1-Hr Assessment
JourneyTEAM
+2
Applicable to:
Business Central
Power BI apps
Take advantage of this consulting hour to discuss and demonstrate how Power BI can enhance your reporting and analytics in Dynamics 365 Business Central.
12 out of 60
Custom Intranet in Weeks: 4/6-Wk Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Develop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
13 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr Assessment
Ciellos
+1
Applicable to:
Finance
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.
14 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk Implementation
Dynamic Consulting
+1
Applicable to:
Finance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
15 out of 60
Integrate Dynamics & Shopify: 3-Wk Implementation
Folio3 Dynamics AX Services
+1
Applicable to:
Business Central
Folio3’s Shopify Connector for Microsoft Dynamics 365 Business Central allows you to easily manage your e-store by connecting it with business processes provided by the Microsoft ERP system.
16 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
Folio3 Dynamics AX Services
+1
Applicable to:
Business Central
Have a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
17 out of 60
Dynamics 365 Implementation: 3-Wk Assessment
Ellipse Solutions
+1
Applicable to:
Finance
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!
18 out of 60
D365 Marketing: 4+ Week Implementation
CRM Dynamics Limited
+1
Applicable to:
Marketing
Dynamics 365 for Marketing - 2 to 4 Months Full Implementation (or 4-6 Weeks Rapid Deployment)
19 out of 60
Core Financials: 4-Wk Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
20 out of 60
MD 365 for private equity companies: 2-hr briefing
proMX AG
+2
Applicable to:
Sales
Project Service Automation
A free briefing for private equity companies about using Microsoft Dynamics 365 for building a digital infrastructure and to discover the full potential of digital transformation.
21 out of 60
Dynamics 365 for Sales: 2-Hr Assessment
InterDyn Artis
+1
Applicable to:
Sales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
22 out of 60
Center of Excellence: 6-Wk Implementation
SPAN d.d.
+2
Applicable to:
Power BI apps
Power Apps
Establishing a Power Platform Center of Excellence
23 out of 60
Viva Connections+: 6/8-Wk Implementation
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Implement the Viva Connections, including the Dashboard, connecting it to your business systems and support organisations to send rich communications to users across all types of roles.
24 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
25 out of 60
Power Apps discovery: 3 Days Workshop
Make the shift lda
+1
Applicable to:
Power Apps
Learn, discover and test how Microsoft low code solutions can propel the digital transformation of your organization.
26 out of 60
FLIGHT Professional Services: 1-Month Implementation
Finchloom
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Mobile Device Management
Level-pay professional services offering for companies looking to outsource projects, services, and staffing by accessing a team of experts to complete project work and fill critical skills gaps.
27 out of 60
Dynamics GP to D365 Business Central: Stg 8Wk Imp
Encore Business Solutions
+1
Applicable to:
Business Central
Move from GP to Business Central with Encore’s Transition Packages: Starting at 8 Wk Implementation
28 out of 60
Power BI Training: 1-Day Workshop
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
29 out of 60
Google Workspace to Microsoft 365 Migration: 3 - Week Implementation
Star Knowledge Ventures, LLP
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Streamline your organization's migration to Microsoft 365 with our expert services. Enjoy a smooth and secure transition, unlocking the full power of cloud-based productivity tools.
30 out of 60
SharePoint Business Intranet: 10-Week Impl.
ScienceSoft USA Corp.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
We implement robust SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
31 out of 60
Banking Accelerator: 5-Hr Workshop
Axxon Consulting S.A
+1
Applicable to:
Marketing
Framework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
32 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoC
SoftServe Inc.
+1
Applicable to:
Human Resources
Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
33 out of 60
Power BI Governance: 1-Day Workshop
Slalom Consulting
+1
Applicable to:
Power BI apps
This workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
34 out of 60
Abacode Data Governance and Protection of Sensitive Data Implementation Powered by Microsoft 365
Abacode Inc.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Assess data gaps and implement remediation actions to prevent sensitive data leaks leveraging Microsoft 365 stack.
35 out of 60
Dynamics 365 for Sales Upg: 1-Day Implementation
FMT Consultants
+2
Applicable to:
Sales
Business Central
If you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
36 out of 60
HPT Defend Against Threats with SIEM Plus XDR_02 week workshop
HPT Vietnam Corporation
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
The Defend Against Threats with SIEM Plus XDR workshop is designed to create customer intent for purchasing and/or deploying advanced Microsoft Security products
37 out of 60
Microsoft Viva 4 hrs Workshop
Integrated Solutions Sp. z o.o.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
The purpose of this workshop is to show the integration of the Microsoft VIVA various services with your current Microsoft 365 environment and in particular Microsoft Teams as a central communicat Hub
38 out of 60
Power BI Embedded Portal: 1 Wk Implementation
Tallan
+1
Applicable to:
Power BI apps
We'll collaborate with your teams to use Microsoft Power BI Embedded features to create rich, interactive, and guided engagements where report visualizations are placed directly into your apps!
39 out of 60
Support Subscription: Cloud Transformation Services 12-Months Implementation
CollabPoint LLC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
According to Forrester Research only 37% of cloud migrations provide acceptable outcomes. By coupling technical deployment with end user training and adoption we increase kpi's to closer to 80%.
40 out of 60
Custom Power BI Visualization: 1-Day Workshop
Tallan
+1
Applicable to:
Power 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
41 out of 60
Power BI: 1-Wk Implementation
Inviso Corporation
+1
Applicable to:
Power BI apps
Skip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
42 out of 60
Advanced Visualization with Power BI: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
Looking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
43 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.
44 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.
45 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.
46 out of 60
Viva Learning Quick-Start: 6-Wk Implementation
Engage Squared
+2
Applicable to:
Frontline Workers
Knowledge & Insights
Viva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
47 out of 60
Finance Ind., Modern Workplace: 1-day Assessment
Cloudica
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Workplace Analytics
The Modern Workplace Assessment dedicate for Finance Industry assists customers in simplifying cloud adoption and mitigating risk.
48 out of 60
Contract Management System - 4 Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
The contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
49 out of 60
Secure Remote Work: 3 Days Intro and Plan Workshop
LiveRoute FZ-LLC
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Engagement to introduce benefits (of working from anywhere, anytime but securely for your productive workforce), assessment and establish a plan for enabling modern Secure Remote Work workplace.
50 out of 60
Power Apps Consulting: 1-Week Proof Of Concept
Xekera Systems Inc
+1
Applicable to:
Teams Custom Solutions
Create highly interactive corporate applications quickly to modernize your business processes with our Microsoft 365 power apps developers
51 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days Workshop
Cloudica
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Our workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
52 out of 60
Power Platform Modernization: 10 Wk Implementation
Applied Information Sciences
+1
Applicable to:
Power Apps
Our Legacy App Modernization offer helps you through the crucial first steps in Power Platform adoption & develop a roadmap that meets business goals & your appetite for platform adoption.
53 out of 60
Expand Microsoft 365 eXperience: 3-Weeks Implementation
SQLI
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
3-Weeks Proof Of Concept to play a new digital stream in house
54 out of 60
Test Automation: 3-Day Proof of Concept
Pragmasys Consulting
+3
Applicable to:
Sales
Customer Service
Power Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
55 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
56 out of 60
Dynamics 365 Syncing: 5-Day Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Merge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
57 out of 60
Power Platform 5 days Proof of Concept
SPAN d.d.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
We help your business and IT analysts understand the value of Power Apps and how to implement it within your existing business processes by delivering single use case for your specific needs.
58 out of 60
Planner
Innovative-e Inc.
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
Cloud-based collaborative project and work mgt solutions provide the fastest possible deployment time at the lowest initial investment levels. Microsoft Planner is a highly capable, flexible solution.
59 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.
60 out of 60
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