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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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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.
1 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.
2 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.
3 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.
4 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24
Avanade, Inc.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
5 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
6 out of 60
Business Central - 10 Weeks - Implementation
AccTech Systems (Pty) Ltd
+1
Applicable to:
Business Central
4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
7 out of 60
Managed Extended Detection & Response for Workplace - Implementation
DXC
+1
Applicable to:
Threat Protection
Secure your business with Managed XDR for Workplace
8 out of 60
Sales OnPrem to Cloud: 10-Day Assessment
Sikich, LLP.
+1
Applicable to:
Sales
An in-depth system review which will provide a clear path for migration to the cloud from an existing on premise CRM implementation. Sized for organizations with 51 - 249 Users
9 out of 60
Dynamics 365 Business Central: 9-Wk Implementation
Syvantis Technologies, Inc
+1
Applicable to:
Business Central
Implement Dynamics 365 Business Central and gain better integration with other systems while decreasing licensing costs.
10 out of 60
Consolidate Apps on Dynamics 365: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
11 out of 60
Security & Compliance Readiness: 2-Wk. Assessment
iCorps Technologies, Inc
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
iCorps Security and Compliance Services provide a complete security assessment of your Microsoft platform and integrated services.
12 out of 60
Advanced eDiscovery : 10-Wks Implementation
Wipro Ltd
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Wipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
13 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.
14 out of 60
Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
15 out of 60
Data Scraping 2-Week POC
SoftServe Inc.
+1
Applicable to:
Power Automate
SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
16 out of 60
Viva Connections Go-Fast 5-week Implementation
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Viva Connections Go-Fast is designed for organisations who already have a modern SharePoint Online intranet and want to implement Viva Connections.
17 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.
18 out of 60
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
19 out of 60
Introducing Copilot for Microsoft 365: 1-hour Workshop
The Cloud Factory EMEA Ltd.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
20 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.
21 out of 60
Data Automation: 1-Wk Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
22 out of 60
Improve Data Insight with Viva and Syntex: 4-Week Implementation
Spyglass MTG, LLC
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
This offer provides a data driven team with the ability to easily search information stored on the intranet.
23 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.
24 out of 60
Sii Copilot programme
Sii Sp. z o.o.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
25 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK Assessment
Kinly
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Helping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
26 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.
27 out of 60
Active Directory Security on Demand
Comtrade System Integration
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
Discover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
28 out of 60
CustomerServices: 2-Month Implementação + Copilot
Bizapp
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Em 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
29 out of 60
Value Proposal of Platform : 1 Day assessment
Minsait
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
30 out of 60
Dynamics 365 Business Central Polish Localization: 6-days Implementation
Alna Business Solutions Sp. z o.o.
+1
Applicable to:
Business Central
Implementation standard Polish Localization functionality in Dynamics 365 Business Central. The service may be of interest to companies that start their operations in Poland and would like to roll-out
31 out of 60
KPMG Employee Experience enabled by Microsoft Viva
KPMG
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
KPMG & Microsoft Viva Employee Experience collaboration ( Design and implementation)
32 out of 60
Eviden Intelligent Automation 5 Weeks Proof of Concept
Eviden International France - SAS
+1
Applicable to:
Power Automate
The assessment of the automation including Process Design Document must be available as a pre-requisite and will be evaluated by Eviden to ensure it can be used as input for the POC.
33 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.
34 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk Assessment
Tata Consultancy Services Ltd.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
35 out of 60
NashTech Power Platform: 1-Wk Implementation
NashTech
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Build YOUR agile business processes with the Microsoft Power Platform
36 out of 60
Power BI Developer: 2-day hands-on Workshop
Joyful Craftsmen s.r.o.
+1
Applicable to:
Power BI apps
Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
37 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
38 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.
39 out of 60
DCCP Implementation
Sonata Software Ltd.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Modernize the customer service experience with Sonata’s IntelliKontact.
40 out of 60
Power BI Advanced Training: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Power BI apps
Customized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
41 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.
42 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.
43 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.
44 out of 60
Dashboard in a Day: 1-Day Workshop
Inviso Corporation
+1
Applicable to:
Power BI apps
This immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
45 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.
46 out of 60
Atos || Pilot program for Windows 365
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.
47 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.
48 out of 60
Microsoft Sentinel Security Consulting Service
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Microsoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
49 out of 60
Business Central Premier: 8-Wk Implementation
Dynamic Consulting
+1
Applicable to:
Business Central
Our Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
50 out of 60
Business Process Automation: 1-Day Assessment
Creospark Consulting Services Inc
+1
Applicable to:
Power Apps
One Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
51 out of 60
TS As a Services (TSaaS): 5-day Implementation
E-Level Cloud Services S.A. de C.V.
+3
Applicable to:
Cloud Security
Mobile Device Management
Threat Protection
Manage and minimize the compromise risks of modern threat information, devices, and users, having a specialist area that gives business peace of mind.
52 out of 60
UST Low-Code AppDevelopment:1Day Workshop
UST Global
+1
Applicable to:
Power Apps
Low-Code App Development Workshop to accelerate your digital transformation journey built on the proven Microsoft Platforms which provides flexibility, scalability, integration capabilities.
53 out of 60
Advanced Employee Insights Consulting and Advisory - 1 Month - Implementation
TCS - Digital Workplace
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
Our services engagement are designed with a comprehensive approach to cater business-specific needs, the technical and data analysis requirements of Microsoft Viva Insights.
54 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.
55 out of 60
Avanade Security Risk Assessment
Avanade, Inc.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
56 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.
57 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.
58 out of 60
Power Apps & Your Business: 3-Day Proof of Concept
XRM Vision
+1
Applicable to:
Power Apps
Starting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
59 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.
60 out of 60
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