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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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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.
1 out of 60
Migrate to Dynamics 365 Business Central: 3-Day Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
A service to assist you with migrating your data into Dynamics 365 Business Central.
2 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
3 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.
4 out of 60
Activate Digital Selling: 4 hour virtual workshop
saglobal
+2
Applicable to:
Sales
Power Apps
Digital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
5 out of 60
Business Process Automation: 2-Day Workshop
Ha-Shem Limited
+1
Applicable to:
Power Apps
The Purpose of our offer is to conduct a two-day free workshop session with organizations to help discover their business challenges and then propose the right solution using PowerApps.
6 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 6-Wk Implementation
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
7 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
8 out of 60
Microsoft Planner Discovery & Demo
XRM Vision
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
Optimize work management with our expert-led Microsoft Planner Discovery and Demo. Gain customized demos, practical advice, and ongoing support to evolve your system. Start now for a better tomorrow.
9 out of 60
Power BI Infrastructure: 2-Wk Workshop
Marquam Group
+1
Applicable to:
Power BI apps
The initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
10 out of 60
Microsoft 365 Security Device Protection: 1 Day Workshop
CDW
+3
Applicable to:
Cloud Security
Device Deployment & Management
Threat Protection
As more and more users become mobile and are using a wider variety of devices, applications and documents need to keep up.
11 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.
12 out of 60
Power Platform Hands-On: 2-Day Workshop
Confluent
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
13 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
JourneyTEAM
+1
Applicable to:
Business Central
This FREE 1-hr discovery assessment will determine whether Dynamics 365 Business Central is a good fit for your project-based organization. We will provide ideas and strategies on Business Central.
14 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
15 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.
16 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
WebSan Solutions Inc.
+1
Applicable to:
Business Central
In one hour, we can determine if Dynamics 365 Business Central is right for you.
17 out of 60
Sage 100 to Business Central: 2-Hr Assessment
Integrated Computer Systems Support
+1
Applicable to:
Business Central
Sage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
18 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
19 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.
20 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.
21 out of 60
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
22 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.
23 out of 60
Extensions/Deployment (AX) : 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Finance
This instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
24 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.
25 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.
26 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
27 out of 60
Viva Insights Accelerator: 3-Wk Implementation
I-COMM AUSTRALIA PTY. LTD.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
28 out of 60
Business App Development
Concurrency, Inc.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Building end-to-end business apps based on the Power Platform and the Dataverse as a framework to drive business process innovation
29 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
Evincible Solutions
+1
Applicable to:
Business Central
Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
30 out of 60
Dynamics 365 Dev/Extending: 3-Day Workshop
Dynamics Edge
+1
Applicable to:
Sales
This course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
31 out of 60
AvePoint Policies & Insights: 10-Days Assesments
IT-Dev sp. z o.o.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
Assesment's outcomes: • Enable centralized reporting on Microsoft 365 security. • Discover potential risks and exposed content. • Enforce policies and automatically remediate security breaches!
32 out of 60
Sogeti Intelligent Kickstart: 2 Wk Workshop
Capgemini Group
+1
Applicable to:
Power BI apps
Intelligent and quick approach to determine how client can benefit futureproof from PowerBI
33 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
34 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 3-Wk Proof of Concept
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
35 out of 60
Enabling Business Agility with Low-Code Solutions (Power Platform): 1 hour workshop
Cognizant
+3
Applicable to:
Sales
Power BI apps
Power Apps
A comprehensive solution that enables organizations to harness the capabilities of Power Platform to automate processes, build virtual assistants & chatbots, and meet the growing demand for biz apps.
36 out of 60
Power Platform Foundry: 10Wk Proof of Concept
Cognizant
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Power Platform Foundry reimagines development of Power Platform solutions to deliver industry standard applications in a low cost and highly maintainable model.
37 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.
38 out of 60
Teams LOB Application and Power Platform
Dell Technologies Services
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
Dell Technologies Consulting Services offers a variety of services for teams including onboarding, adoption & change management, calling and meetings, business applications with Power Platform.
39 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.
40 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
41 out of 60
Microsoft Copilot: Build Intent Workshop: 2-4Wk Workshop
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Discover how Microsoft 365 Copilot can help you harness organisational data and intelligence and augment the skills of your employees to enhance business operations in this workshop
42 out of 60
Dynamics 365 Fin&Ops Development: 10-Day Workshop
Quick ERP Co., Ltd.
+1
Applicable to:
Finance
A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
43 out of 60
Management Services: 3-month Assessment
Quisitive
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Quisitive Management Services is a range of expert-led cloud subscription services to monitor, remediate and deliver strategic recommendations to optimize your environment across Microsoft platforms.
44 out of 60
Dynamics 365 Business Central: 10Hr Implementation
true org cloud
+1
Applicable to:
Business Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
45 out of 60
Power BI Advanced Workshop - 4 Days
Tecknoworks
+1
Applicable to:
Power BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
46 out of 60
Act! CRM Migration Acct/Cont: 2-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Two-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
47 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
48 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.
49 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.
50 out of 60
Power Automate : 2 Days assessment
Minsait
+2
Applicable to:
Power Automate
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
51 out of 60
Microsoft Teams E911 Compliance Assessment - 1 Day
Magenium Solutions, LLC
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
In just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
52 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.
53 out of 60
MDS AI + Copilot Technical Advisory Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
54 out of 60
Power BI Report Server for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
55 out of 60
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.
56 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.
57 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.
58 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
59 out of 60
Microsoft 365 Information Protection and Governance: 12 week Implementation
INFOTECHTION
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Develop a strategy and blueprint for protecting and governing your information in Microsoft365 and beyond. Implement and manage through Infotechtion managed services.
60 out of 60
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