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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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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.
1 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.
2 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.
3 out of 60
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)
4 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.
5 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week Implementation
Protiviti
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Jump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
6 out of 60
Workshop : Build your custom Copilot using Generative & Conversational AI
Compusoft
+1
Applicable to:
Power Virtual Agents
In the one-day workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
7 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.
8 out of 60
RPA Migration Factory
Sonata Software Ltd.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Migration factory with Power Automate
9 out of 60
Dynamics 365 ISV Solution Build: 1-Wk Assessment
ENAVATE, LLC
+1
Applicable to:
Finance
A one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
10 out of 60
Microsoft Security Solution Strategy - 3 Hour workshop
INFOTECHTION
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Learn the best way to operate Microsoft Purview Data Security Features and build a high-level adoption strategy.
11 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.
12 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
13 out of 60
AX 2009/2012 Upgrade to Dynamics 365 Finance and Operation - Supply Chain Management: 12-Week Implementation
Maison Consulting & Solutions
+2
Applicable to:
Supply Chain Management
Finance
Accelerate your digital transformation with Microsoft Dynamics 365 F & O and SCM. On Cloud or On-Premise, we excel in both.
14 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.
15 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.
16 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.
17 out of 60
HCLTech's PDOC Digital Workplace Migration and Modernization Services
HCL Technologies Limited.
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Teamwork Deployment
HCLTech offers a rich portfolio of services for the implementation and migration to Microsoft 365
18 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.
19 out of 60
Power BI Design Thinking 4-Weeks Workshop
SoftServe Inc.
+1
Applicable to:
Power BI apps
During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
20 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
21 out of 60
Dell Technologies Services for Microsoft Teams
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Services offers a variety of services for Microsoft Teams including onboarding, adoption & change management, calling and meeting services along with Teams Rooms implementation.
22 out of 60
Microsoft 365: Strategic Roadmap development for Modern Workplace
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Unlock Your Business’s Digital Transformation Potential
23 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
24 out of 60
Power BI: 2-Wk Proof of Concept
iLink Systems, Inc.
+1
Applicable to:
Power BI apps
Two-week Power BI Proof of Concept (PoC) utilizing your data and industry best practices to demonstrate the capabilities of Power BI.
25 out of 60
Prepárate para Microsoft Copilot con ENCAMINA: Assesment 3 semanas
ENCAMINA S.L.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Obtén un assessment integral: análisis de información, optimización de arquitectura y seguridad, más plan de comunicación y Road Map personalizado
26 out of 60
OPS Hub - Customer Portal Solution
Intelegain Technologies
+1
Applicable to:
Business Central
A solution for customers to track item availability, dispatches and place order realtime
27 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
28 out of 60
Data & Analytics
Concurrency, Inc.
+1
Applicable to:
Power BI apps
We can provide the means to extract the inherent value within your data in a way that sets your business apart. Using an extensive knowledge base, it is our aim to deliver new strategic advantages
29 out of 60
Collaborative Apps with Microsoft Teams - 2 weeks - Proof of Concept
TCS - Digital Workplace
+2
Applicable to:
Frontline Workers
Teams Custom Solutions
TCS Envision workshop enables unlock scenarios for frontline and knowledge workers to collaborate, communicate and be productive with this new norm of hybrid work using Microsoft Teams.
30 out of 60
Viva Insight Employee Experience: 2-WK Implementation
PC SOLUTIONS PRIVATE LIMITED
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Viva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
31 out of 60
Implementación de Microsoft Dynamics 365 Finance & Supply Chain / Business Central: Taller 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Demostraciones Microsoft Dynamics 365 personalizadas a la realidad de sus procesos de negocio. Vivencie la adaptabilidad de nuestras soluciones a sus necesidades.
32 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
33 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.
34 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.
35 out of 60
Power Platform: 2-Week Proof of Concept
IMPERIUM DYNAMICS LLC
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Adopt Power platform for a basic customer relationship scenario
36 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
37 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.
38 out of 60
Power Automate Desktop (RPA) Migration Proof-of-Value
Ashling Partners
+2
Applicable to:
Power Automate
Power Apps
Free workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
39 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.
40 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!
41 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.
42 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!
43 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.
44 out of 60
F&O Development Package: 10-Day Implementation
Domain 6 Inc.
+1
Applicable to:
Finance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
45 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
46 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.
47 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.
48 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.
49 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.
50 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.
51 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.
52 out of 60
Microsoft Dynamics NAV to Dynamics 365 Business Central: 1-Hr Assessment
WebSan Solutions Inc.
+1
Applicable to:
Business Central
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.
53 out of 60
Dynamics 365 Finance 10-Wk Implementation
HSO US (AKA)
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
Dynamics 365 Finance & Supply Chain Implementation Services
54 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
55 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.
56 out of 60
Atos || Microsoft Windows 365 Pilot
Atos International SAS
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Atos Microsoft Windows 365 7 days engagement pilots hybrid work scenarios in customer environments using Windows 11, enabling the implementation of configurations and Intune policies for CloudPC.
57 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.
58 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.
59 out of 60
Copilot for Microsoft 365 Your AI assistant at work Deployment
true org cloud
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Copilot for Microsoft 365 is integrated into numerous applications that you and your organization regularly utilize.
60 out of 60
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