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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 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
1 out of 60
Microsoft Power Platform Assessment
Saxon Global Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
2 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
3 out of 60
KK_Copilot Readiness offer
Kraft Kennedy
+1
Applicable to:
Adoption & Change Management
Design and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
4 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week Assessment
Coretek Services
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
Evaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
5 out of 60
Microsoft Power Platform Solution build: 4-weeks Implementation
Signal Alliance
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Let's help you develop your business apps and process automation on Power Platform for your Organization
6 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.
7 out of 60
Threat Protection: 5-Week Workshop
BlueVoyant
+2
Applicable to:
Cloud Security
Threat Protection
An executive deep dive into security strategy, tailored to your organization.
8 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.
9 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.
10 out of 60
Tableau to Power BI Migration: 3 Week Proof of Concept
Nous Infosystems Inc.
+1
Applicable to:
Power BI apps
Accelerate Tableau to Power BI migration at optimized costs with Nous.
11 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.
12 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.
13 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.
14 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
15 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.
16 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.
17 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.
18 out of 60
Microsoft 365 Copilot: Optimise your environment 6-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Review your existing technical environment and let Engage Squared provide recommendations on steps you should take to be ready for Microsoft 365 Copilot.
19 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.
20 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-Wks
Wipro Ltd
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Wipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
21 out of 60
Endpoint Manager for Desktops - Financial Services: 3-Months Proof of Concept
Protected Trust
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
Increase productivity, reduce administrative costs, enhance security profiles and meet compliance requirements
22 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.
23 out of 60
Secure Identity Assessment
Managed Solution
+1
Applicable to:
Compliance Advisory Services
Managed Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
24 out of 60
Microsoft Viva: 12-week proof of concept
Awara IT Kazakhstan LLP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Awara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
25 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.
26 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.
27 out of 60
Microsoft 365 Migrate as a Service: 1-Mth Implementation
Platinum Technology Managed Services Pty Ltd
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Workplace Analytics
Our consulting services assist clients with the migration of their email, collaboration and file storage infrastructure into the Microsoft 365 Platform
28 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.
29 out of 60
Phone System 1h Engagement
NewTech
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
This engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
30 out of 60
Virtusa Low Code App & Business Process Assessment: 8-Week Assessment
VIRTUSA LTD
+1
Applicable to:
Power Apps
A business process and application digitalization assessment by Virtusa to provide realistic roadmap for transformation of legacy applications and processes by addressing and mitigating the challenges
31 out of 60
Calling with Microsoft Teams: 5 weeks Implementation
VERIZON COMMUNICATIONS INC.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
A bundle of Verizon network SBCaaS and service components priced in a per seat package that enables global calling from Microsoft Teams.
32 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
33 out of 60
Viva Goals Launch:12-Wk Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Frontline Workers
The Viva Goals launch engagement is designed to support organisations who want to launch Viva Goals into their organisation and create a purpose-driven culture.
34 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
35 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks Assessment
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
The Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
36 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk Assessment
Engage Squared
+1
Applicable to:
Knowledge & Insights
Understand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
37 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.
38 out of 60
Microsoft 365 Copilot: Org-wide launch 6-Month Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Launch Microsoft 365 Copilot into your organisation with the help of our adoption and change management consultants
39 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
40 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.
41 out of 60
Microsoft 365 Administration: 1Week Implementation
OPAL BUSINESS SOLUTIONS LLC
+1
Applicable to:
Workplace Analytics
Opal Business Solutions can administer, implement, and support Microsoft 365 for your entire company.
42 out of 60
Secure Data Management with Microsoft Purview
AVA SOFTWARE INC
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Confident in your Secure Data Management with Microsoft Purview? We secure data with encryption, access controls, and automated governance, ensuring compliance and protecting your business.
43 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness Workshop
Maureen Data Systems
+1
Applicable to:
Knowledge & Insights
Maureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
44 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
45 out of 60
Viva Learnings Employee Experience Engagement: 1Month Proof of Concept
Celebal Technologies Private Limited
+1
Applicable to:
Knowledge & Insights
Incorporate learning into the flow of work with Microsoft Viva Learning - helps organizations drive upskilling and growth with a center for Learning in Teams and Microsoft 365.
46 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week Implementation
Options Technology Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
47 out of 60
Insurance Premium Audit Automation – 2 Hours Briefing
Happiest Minds Technologies Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
48 out of 60
Optimización de procesos con Power Apps: Prueba de concepto - 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimice sus procesos usando Power Apps. Revise y ejecute junto a expertos una prueba de concepto basada en sus necesidades.
49 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
50 out of 60
Synergy Advisor POC-in-a-box for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
Enhance your security posture with Synergy Advisor POC-in-a-box for Microsoft Copilot for Security
51 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free Consultation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Teams Rooms Systems.
52 out of 60
Bus Central + Data Migration: 12-Wk Implementation
TrimaxSecure
+1
Applicable to:
Business Central
Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
53 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
54 out of 60
Automation Discovery: 4-Wk Assessment
Future Workforce
+1
Applicable to:
Power Automate
Identify & assess opportunities for automation
55 out of 60
Loan Vision: 10-Week Implementation
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
56 out of 60
Financial Services Viva Listening - 3 day Workshop
Point B
+3
Applicable to:
Knowledge & Insights
Power Platform for Teams
Workplace Analytics
Discover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
57 out of 60
Microsoft Endpoint Management (Intune): 1 Week Assessment
SIMPLICITY IT INC.
+1
Applicable to:
Device Deployment & Management
Our 1 week assessment will check all configurations and settings for Intune according to Microsoft's best practices and guidelines.
58 out of 60
Dynamics 365 for Sales: 12-Wk CRM Migration
TrimaxSecure
+1
Applicable to:
Sales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
59 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.
60 out of 60
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