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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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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
1 out of 60
Power Platform Centre for Enablement (C4E) - 8 week Implementation
Kainos
+2
Applicable to:
Power Automate
Power Apps
The Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
2 out of 60
SMB Customer Onboarding: 6 wk Implementation
Capgemini Group
+3
Applicable to:
Finance
Power Automate
Power Apps
Capgemini’s SMB Customer Onboarding solution accelerator extends the value of Microsoft Cloud for Financial Services by automating and fast-tracking SMB and SME Customer Onboarding processes.
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
CT - Microsoft 365 Copilot Readiness Assessment
Cloud Target
+3
Applicable to:
Adoption & Change Management
Cloud Security
Teamwork Deployment
Assessment in Microsoft 365 environment to enable Microsoft 365 Copilot deploy
5 out of 60
Microsoft 365 Copilot Services Overview: 3-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Maximise the Artificial Intelligence opportunity and prepare your organisation for Microsoft 365 Copilot
6 out of 60
MDS - Microsoft Copilot for Security Workshop
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
Discover how Microsoft Copilot for Security can enhance your security operations, streamline incident response, and empower your security teams
7 out of 60
Copilot for Microsoft 365 Readiness: 1-Week Workshop
Applied Information Sciences
+1
Applicable to:
Adoption & Change Management
Prepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
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
Microsoft 365 Copilot Adoption & Change Accelerator Program: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Signal Alliance Consulting - Microsoft 365 Copilot Adoption program is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
10 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.
11 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.
12 out of 60
Barracuda Office 365 email-based security
Crayon
+1
Applicable to:
Threat Protection
Barracuda Email Protection is a comprehensive, easy-to-use solution that delivers gateway defense, API-based inbox defense, incident response, data protection, and compliance capabilities.
13 out of 60
IAM Roadmap - 4 Weeks Assessment
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Identity & Access Management
Develop an outcome-based, design-led IAM strategy to secure access to your resources with Azure identity and access management solutions.
14 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.
15 out of 60
D365 CRM Health-Check Assessment 2 hours
Endeavour Solutions, Inc.
+3
Applicable to:
Marketing
Sales
Customer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
16 out of 60
Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot Implementation
American CyberSystems, Inc.
+1
Applicable to:
Adoption & Change Management
We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes
17 out of 60
Bank Guarantee Collaboration controls 6 week POC
Capgemini Group
+2
Applicable to:
Power Automate
Power Apps
Empowers employees to orchestrate end-to-end processes across your bank to review, comment, & finalize the contract, resulting in increased productivity & a significant reduction of operational risk.
18 out of 60
Microsoft Fabric :1-Day Assessment
Quadrant Resource LLC
+1
Applicable to:
Power BI apps
Our implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
19 out of 60
Accessibility as a Service: 5-Wk Implementation
Atos International SAS
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Teamwork Deployment
Offering Accessibility as a Service and effectively leveraging solutions will maximizes client investment while ensuring employees can participate to the best of their abilities.
20 out of 60
Catalyst Envisioning: 1 Week Workshop
Cognizant
+2
Applicable to:
Customer Service
Power Apps
A design thinking lead workshop to envision the most impactful digital transformation for your business
21 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!
22 out of 60
Avanade Microsoft 365 Copilot Information Management 4 wk Imp. FY24
Avanade, Inc.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
23 out of 60
Dynamics 365 Sales - Implementación en 3 meses
AW Latam
+1
Applicable to:
Sales
Desde AW Artware te ayudamos a optimizar los procesos de venta de tu empresa implementando en 3 meses la mejor solución para tu equipo de ventas
24 out of 60
Power Apps in a Day: 1-Day Workshop
Enlighten Designs Ltd
+1
Applicable to:
Power Apps
Quickly build custom business apps to solve your business challenges
25 out of 60
Rapid Impl BC Essential: 4-Wk Implementation
MindQuad Solutions Private Limited
+1
Applicable to:
Business Central
A Rapid Implementation package of Business central Essential to configure & use core modules of Dynamics 365 Business central like Purchase, Sales & Accounting.
26 out of 60
Avanade Copilot for Microsoft 365 Security Accelerator
Avanade, Inc.
+1
Applicable to:
Information Protection & Governance
Identify and protect data in preparation for Copilot for Microsoft 365 enablement.
27 out of 60
Accenture Bus Apps & Power Platform Consulting Svc: 8 Wk Assessment
Accenture
+1
Applicable to:
Power Apps
Business Applications and Power Platform Consulting Workshop. Discover and identify business needs and a roadmap to reach the end goal.
28 out of 60
Microsoft 365 Copilot Readiness Assessment
Presidio
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
Review data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
29 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)
Covenant Technology Partners
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
30 out of 60
Creating Power BI Visualizations: 1-Hr Briefing
Tallan
+1
Applicable to:
Power BI apps
An introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
31 out of 60
Modernise your Intranet: 2/12 Month Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
We’ve designed Modernise your Intranet to unpack the state of your intranet and guide you to transition your intranet to SharePoint Online as the first step to implementing Viva Connections
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
Tableau to Power BI Metadata Accelerator: 4 Wk Migration Assessment
Prelude Systems Inc
+1
Applicable to:
Power BI apps
Tableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
34 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
35 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.
36 out of 60
Microsoft Purview Info Protection & Gov: 12 Weeks Implementation
Wipro Ltd
+1
Applicable to:
Information Protection & Governance
Discover your sensitive data in a hybrid environment to identify potential risks and implement adequate controls to safe guard your data leveraging Microsoft Purview Unified data governance.
37 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
38 out of 60
Avaya to Teams Phone System: 1-Wk Assessment
Altigen Communications, Inc.
+1
Applicable to:
Calling for Microsoft Teams
Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
39 out of 60
Microsoft 365 Collaboration & Productivity Managed Service
Teksystems, Inc.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
TEKsystems can help you determine how Microsoft 365 solutions can benefit your company and which options will complement your business processes and needs.
40 out of 60
Project Online Dashboards: 2-Hr Briefing
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
An introduction to Power BI dashboards and reports for Project Online and live demo.
41 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!
42 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.
43 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.
44 out of 60
Complete MXDR Powered by Microsoft Sentinel
KiZAN Technologies
+2
Applicable to:
Cloud Security
Threat Protection
Rapidly improve your security posture and protect against an evolving cyber threat landscape 24x7x365 with Microsoft Sentinel, Microsoft 365 Defender, and Microsoft Defender for Cloud.
45 out of 60
Institutional client onboarding with real time KYC – 1 hour briefing
Happiest Minds Technologies Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This briefing session aims to focus on potential challenges during the institutional client onboarding process and highlight the unique features of the solution to address those challenges..
46 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefing
Avanade, Inc.
+1
Applicable to:
Customer Service
The Banking Accelerator
47 out of 60
Modern Workplace Advisory Services: Briefing
Capgemini Group
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Teamwork Deployment
Modern Workplace Advisory Services – Unlocking value through workplace transformation
48 out of 60
Office 365 Migration Services - Implementation
Communication Square LLC
+3
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
Workplace Analytics
This 4-week implementation is structured to assist customers in smoothly transitioning to Office 365, offering comprehensive migration services and requisite training.
49 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.
50 out of 60
Power BI Embedded App Template
Skypoint
+1
Applicable to:
Power BI apps
The Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
51 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.
52 out of 60
Ingram Micro - Microsoft Power Automate – Discovery Package
Ingram Micro Inc
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
53 out of 60
Copilot Readiness Assessment
Concurrency, Inc.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Knowledge & Insights
Reinvent Productivity with a Copilot Readiness Assessment
54 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
55 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud Backup
Crayon
+1
Applicable to:
Cloud Security
Secure, easy-to-use SaaS backup for your Microsoft 365 data
56 out of 60
Evergreen-as-a-service: 12mth Managed Service
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
A managed service designed to help organisations prepare for and deliver continuous adoption of Microsoft 365 at scale.
57 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
58 out of 60
Microsoft 365 Copilot: Test capability 12-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Test the capability of Microsoft 365 Copilot with our dedicated pilot program today.
59 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.
60 out of 60
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