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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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FREE Dynamics 365 HR Process: 3-Hr Assessment
FourVision
+1
Applicable to:
Finance
Find out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
1 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
2 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, Alignment
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
3 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day Workshop
Epiq Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
4 out of 60
Loan Vision: 10-Week Implementation
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
5 out of 60
Power BI Reporting and Analytics: 2-Day Assessment
Crowe LLP
+1
Applicable to:
Power BI apps
Are you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
6 out of 60
Microsoft 365 Migration: 10-Wk Implementation
Neway Technologies
+2
Applicable to:
Cloud Security
Power Platform for Teams
Successfully migrate your Microsoft 365 environment to a managed services model.
7 out of 60
Microsoft Dynamics 365 for Talent: 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Finance
This instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
8 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.
9 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.
10 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshop
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Our solution will help you design and create Word templates for Dynamics 365.
11 out of 60
Microsoft Power BI for Financial Services: 4-Hr Workshop
JourneyTEAM
+1
Applicable to:
Power BI apps
A packaged engagement to help financial and professional service organizations build reports and dashboards using Microsoft Power BI.
12 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Get your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
13 out of 60
Avanade Security Business Value 4-Wk Assessment FY24
Avanade, Inc.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
14 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.
15 out of 60
Report and Dashboard Creation: 2-Day Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Accelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
16 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.
17 out of 60
Migration to Power BI: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
This offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
18 out of 60
'Veni,vidi,vici' package: 10-Day Proof of Concept
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
10-Day 'veni, vidi, vici' package to conquer Power BI and improve your data experience!
19 out of 60
Microsoft 365: 3-Hour Implementation
true org cloud
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
Gain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
20 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 .
21 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.
22 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week Implementation
Crayon US
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Collaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
23 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.
24 out of 60
Power BI Foundation: 8-Day Assessment by BiTQ
BiTQ PTY LTD
+1
Applicable to:
Power BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
25 out of 60
Power BI Embedded for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
26 out of 60
Microsoft Viva Employee Experience aboutxtreme
aboutxtreme.com
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Microsoft Viva Employee Experience engagement provides the gateway to the modern employee and tailored learning experience targeted towards the HR and end-users.
27 out of 60
Microsoft Teams Apps & Solutions: 2-Day Workshop
Engage Squared
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
With the Teams Apps and Solutions Workshop, Engage Squared will work with you to identify ways to improve workplace productivity and meet your business goals, leveraging the Microsoft Teams platform.
28 out of 60
Bitscape Microsoft 365 Security Assessment: 3-Wk Assessment
Bitscape
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
Get expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
29 out of 60
KK Teams Calling (Voice) Implementation
Kraft Kennedy
+3
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
This implementation guides an organization through the process of implementing Microsoft Teams to serve as a reliable, high quality enterprise voice solution.
30 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.
31 out of 60
CustomerPortal for Dynamics 365 5wk Implementation
Intelegain Technologies
+1
Applicable to:
Business Central
Web portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
32 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.
33 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.
34 out of 60
Power BI Embedded - 4 Week POC
Inviso Corporation
+1
Applicable to:
Power BI apps
Integrate visually stunning interactive reports directly within your application or website.
35 out of 60
Jobs and Project Costing: 12-Wk Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
36 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.
37 out of 60
Quickbook to Business Central: 8-Hr Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
38 out of 60
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
39 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.
40 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
41 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks Implementation
FIRSTSOURCE SOLUTIONS LIMITED
+1
Applicable to:
Power Apps
If you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
42 out of 60
Technology Envisioning: 1 day Workshop
saglobal
+2
Applicable to:
Finance
Sales
Supporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
43 out of 60
Automate business processes with RPA: 4-Wk Implementation
Comtrade System Integration
+1
Applicable to:
Power Automate
We utilize RPA automation technology to automate repetitive and manual tasks and boost operational efficiency.
44 out of 60
Dynamics 365 911: 4-Hr Assessment
Fusion Alliance
+1
Applicable to:
Finance
Get immediate, actionable advice on your most pressing Dynamics 365 issues.
45 out of 60
Viva Glint: 8-Wk Implementation
Engage Squared
+2
Applicable to:
Frontline Workers
Knowledge & Insights
This comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
46 out of 60
Real Data Power BI: 1-Wk Proof of Concept
Clouds On Mars
+1
Applicable to:
Power BI apps
An engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
47 out of 60
Microsoft 365: 2-Week Assessment
Practical Solutions, Inc
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
Establish a clear roadmap and change management plan for your journey to a modern workplace. Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
48 out of 60
Financial Reporting: 2-Day Implementation
Logan Consulting
+1
Applicable to:
Finance
Logan Consulting is offering a flat-fee service to kick start your Microsoft Dynamics 365 for Finance & Operations Financial Reporting project.
49 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.
50 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!
51 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
52 out of 60
HPT_Microsoft Cyber Security Assessment_2 week
HPT Vietnam Corporation
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
Strengthen your firm's defenses with our all-in-one cybersecurity platform
53 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.
54 out of 60
Dynamics 365 Sales: 2 Hours assessment
Evincible Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Explore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
55 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk Implementation
Optiv Security Inc.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
56 out of 60
Create a Power App: 1-day Workshop
Tech Mahindra Limited
+1
Applicable to:
Power Apps
Tech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
57 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
58 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
59 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.
60 out of 60
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