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Consulting services results for Financial Services
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Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:
Adoption & Change Management
Adoption & Change Management1 out of 60
Process Digitization with Power Platform: 7-Day Assessment OfferIntech Systems Pvt Ltd.Elevate your digital transformation agenda with our Power Platform Assessment offer, unlocking precision and strategic insights for a transformative digital journey.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Power AutomatePower AppsPower Pages2 out of 60
Microsoft Sentinel Security Consulting ServiceComtrade System IntegrationMicrosoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
+2
Applicable to:
Cloud Security
Threat Protection
Cloud SecurityThreat Protection3 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days WorkshopCloudicaOur workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Meeting Rooms for Microsoft TeamsMeetings for Microsoft TeamsTeamwork Deployment4 out of 60
SMART Workplace: 8-Day Information Architecture DesignSpanish Point TechnologiesDesign your organisations Information Architecture to improve communication and collaboration between employees, creating a sustainable workforce with high levels of talent retention.
+3
Applicable to:
Information Protection & Governance
Knowledge & InsightsTeamwork Deployment
Information Protection & GovernanceKnowledge & InsightsTeamwork Deployment5 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private LimitedJoin us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
+1
Applicable to:
Workplace Analytics
Workplace Analytics6 out of 60
ESG compliance toolBit Peak sp. z o.o.Simplify your Environmental, Social, and Governance reporting with real-time insights and easy-to-use dashboards.
+1
Applicable to:
Power BI apps
Power BI apps7 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private LimitedThis session is designed specifically for business users — no technical expertise required.
+1
Applicable to:Workplace Analytics
Workplace Analytics8 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private LimitedExperience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
+1
Applicable to:Workplace Analytics
Workplace Analytics9 out of 60
Modernize Your Word Add-in with AIiFour Technolab Private LimitedOur team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
+1
Applicable to:Workplace Analytics
Workplace Analytics10 out of 60
Upgrade Your Outlook Add-in with AIiFour Technolab Private LimitedThis workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
+1
Applicable to:Workplace Analytics
Workplace Analytics11 out of 60
Power Up Your PowerPoint Add-in with AIiFour Technolab Private Limitedwe will help you explore how this cutting-edge AI features like automated slide creation, tone of voice checks, smart design tips and content summaries can supercharge your existing PowerPoint add-in.
+1
Applicable to:Workplace Analytics
Workplace Analytics12 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayonSecure, easy-to-use SaaS backup for your Microsoft 365 data
+1
Applicable to:Cloud Security
Cloud Security13 out of 60
Modernize Your Excel Add-in with AIiFour Technolab Private LimitedOur experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
+1
Applicable to:Workplace Analytics
Workplace Analytics14 out of 60
Dynamics 365 Business Central: 10Hr Implementationtrue org cloudImplement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
+1
Applicable to:
Business Central
Business Central15 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.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.
+1
Applicable to:
Sales
Sales16 out of 60
MDR for Microsoft DefenderADEO BILISIM DANISMANLIK HIZMETLERI SAN. VE TIC. A.S.Adeo MDR Services provide detection and response capabilities via Microsoft 365 threat protection including Defender for Identity, Defender for Endpoint, Defender for Cloud and Office 365 Security.
+2
Applicable to:Cloud SecurityThreat Protection
Cloud SecurityThreat Protection17 out of 60
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to:
FinanceBusiness Central
FinanceBusiness Central18 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:Power BI apps
Power BI apps19 out of 60
Dynamics 365 for InsuranceSPAN d.d.Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
+3
Applicable to:Sales
Customer Service
Customer Insights
SalesCustomer ServiceCustomer Insights20 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ SoftwareStruggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
+1
Applicable to:Power BI apps
Power BI apps21 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn 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.
+1
Applicable to:Power BI apps
Power BI apps22 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.Speed-up your inventory process and involve your employees into it!
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps23 out of 60
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn 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 .
+1
Applicable to:Power BI apps
Power BI appsPower BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn 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.
+1
Applicable to:Power BI apps
Power BI apps25 out of 60
Conscia Security Assessment: 1-2 Weeks Infra AssessmentConscia A/SWe can Assess your IT environment Security Posture, give you current Status and help you implement Security Settings across your IT environment.
+3
Applicable to:Adoption & Change ManagementCloud SecurityThreat Protection
Adoption & Change ManagementCloud SecurityThreat Protection26 out of 60
Pure Discovery: WorkshopPure Company Sp. z o.o.1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
+1
Applicable to:Power BI apps
Power BI apps27 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:Power BI apps
Power BI appsConscia Security Hardening; 3-6 Weeks Consulting and ImplementationConscia A/SConscia offers a suite of services to help secure your applications, Microsoft 365 workstations, and servers that use Microsoft solutions (Windows, Exchange, Azure, Office 365...).
+3
Applicable to:Cloud Security
Identity & Access ManagementThreat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection29 out of 60
LTIMindtree Business Applications Deployment Advisor - 1 Week ImplementationLTIMindtree LimitedThis tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
+1
Applicable to:Sales
Sales30 out of 60
Data Security: 2-Weeks WorkshopConterraIdentify data security risks in your organizational data
+3
Applicable to:Cloud SecurityInformation Protection & Governance
Insider Risk
Cloud SecurityInformation Protection & GovernanceInsider Risk31 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:Sales
Sales32 out of 60
Microsoft Viva: 12-week proof of conceptAwara IT Kazakhstan LLPAwara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
+2
Applicable to:Adoption & Change ManagementKnowledge & Insights
Adoption & Change ManagementKnowledge & Insights33 out of 60
Microsoft Fabric: 4-Hour Online WorkshopCLOUD SERVICES4-Hour Microsoft Fabric workshop contains theoretical and practical tasks. It is designed to help you start working with Microsoft Fabric
+2
Applicable to:Power BI appsPower Apps
Power BI appsPower Apps34 out of 60
Awaraton: 1-week proof of concept for custom Microsoft Teams solutionAwara ITRise awareness of Microsoft Teams capabilities while also obtaining a ready-to-use enterprise application adapted to the requirements of your company.
+1
Applicable to:
Teams Custom Solutions
Teams Custom Solutions35 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:Power Apps
Power Apps36 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizantIn a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
+1
Applicable to:Customer Insights
Customer Insights37 out of 60
Power BI Embedded - 4 Week POCInviso CorporationIntegrate visually stunning interactive reports directly within your application or website.
+1
Applicable to:Power BI apps
Power BI apps38 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, IncA meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
+3
Applicable to:
Calling for Microsoft Teams
Microsoft 365 Live EventsTeams Custom Solutions
Calling for Microsoft TeamsMicrosoft 365 Live EventsTeams Custom Solutions39 out of 60
Endpoint Management: 3-Day WorkshopPractical Solutions, IncLearn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
+3
Applicable to:Adoption & Change Management
Device Deployment & ManagementTeamwork Deployment
Adoption & Change ManagementDevice Deployment & ManagementTeamwork Deployment40 out of 60
Microsoft Teams Meetings: 2-Day AssessmentPractical Solutions, IncUnderstand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
+1
Applicable to:Meetings for Microsoft Teams
Meetings for Microsoft Teams41 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, IncOur SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
+2
Applicable to:Knowledge & InsightsTeamwork Deployment
Knowledge & InsightsTeamwork Deployment42 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, IncDiscover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
+1
Applicable to:Workplace Analytics
Workplace Analytics43 out of 60
Microsoft Teams QuickStart: 2-week ImplementationPractical Solutions, IncOur Teams QuickStart offers a straightforward and quick way to start your document management, collaboration, and company communications journey in the Microsoft cloud.
+3
Applicable to:Meetings for Microsoft TeamsTeams Custom SolutionsTeamwork Deployment
Meetings for Microsoft TeamsTeams Custom SolutionsTeamwork Deployment44 out of 60
Microsoft Intune: 3-Hour Assessmenttrue org cloudAn in-depth assessment of your current IT environment for Microsoft Intune implementation
+3
Applicable to:Knowledge & InsightsMeetings for Microsoft Teams
Mobile Device Management
Knowledge & InsightsMeetings for Microsoft TeamsMobile Device Management45 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
+2
Applicable to:SalesCustomer Service
SalesCustomer Service46 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On MarsAccelerate 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.
+1
Applicable to:Power BI apps
Power BI apps47 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to:Power BI apps
Power BI apps48 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On MarsAn engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
+1
Applicable to:Power BI apps
Power BI apps49 out of 60
Microsoft 365 App Enhancement: 4-week workshopCX UnicornA comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
+3
Applicable to:Adoption & Change Management
Frontline WorkersTeams Custom Solutions
Adoption & Change ManagementFrontline WorkersTeams Custom Solutions50 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
+2
Applicable to:SalesCustomer Service
SalesCustomer Service51 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, IncEstablish 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.
+3
Applicable to:Adoption & Change Management
Compliance Advisory ServicesIdentity & Access Management
Adoption & Change ManagementCompliance Advisory ServicesIdentity & Access Management52 out of 60
Viva Insights Overview: 1-hour BriefingLingaroLearn what Microsoft Viva Insights is, how it works. Get familiar with key features
+1
Applicable to:Workplace Analytics
Workplace Analytics53 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaroLeverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
+1
Applicable to:Workplace Analytics
Workplace Analytics54 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbHGestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
+3
Applicable to:SalesCustomer InsightsPower Apps
SalesCustomer InsightsPower Apps55 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITEDWork From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to:Meeting Rooms for Microsoft TeamsTeams Custom SolutionsTeamwork Deployment
Meeting Rooms for Microsoft TeamsTeams Custom SolutionsTeamwork Deployment56 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services IncOne Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
+1
Applicable to:Power Apps
Power Apps57 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.AThe Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
+1
Applicable to:Finance
Finance58 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
+3
Applicable to:Knowledge & InsightsTeams Custom SolutionsTeamwork Deployment
Knowledge & InsightsTeams Custom SolutionsTeamwork Deployment59 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.AFramework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
+1
Applicable to:
Marketing
Marketing60 out of 60