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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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Fabric Copilot: 1-day workshop
iLink Systems, Inc.
+1
Applicable to:
Power BI apps
1-day Workshop: Prepare Your Data to Get the Most of Copilots and AI in Microsoft Fabric
1 out of 60
Viva Insights Quick Start: 8-week Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Viva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
2 out of 60
Avanade Process Mining MVP FY24
Avanade, Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Start your process mining journey to uncover actionable insights to create value for your business with Avanade's Process Mining MVP.
3 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.
4 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
5 out of 60
E-Suite Discovery Offerings - 2Wk Assessments EDO
Synergy Advisors LLC
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Introducing Synergy Advisors E-Suite - Microsoft E5 Better Together Quick Assessment -> Impactful Quick Results [Cybersecurity - Data Protection, Compliance and Secure Collaboration]
6 out of 60
Microsoft Teams Rooms Implementation Service
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Meeting Space Solution for Teams Rooms implementation provides expert assistance for the initial setup, configuration and integration of the Dell Meeting Space Solution for MTR.
7 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.
8 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.
9 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.
10 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.
11 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
12 out of 60
Data Visualization Pack: 5-Day Proof of Concept
Predica
+1
Applicable to:
Power BI apps
Our data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
13 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.
14 out of 60
Power Platform POC 4 Week Implementation
Argano LLC
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
Modernize applications, drive intelligent automation, ensure governance, and deliver sustainable solutions
15 out of 60
Data & Analytics
Concurrency, Inc.
+1
Applicable to:
Power BI apps
We can provide the means to extract the inherent value within your data in a way that sets your business apart. Using an extensive knowledge base, it is our aim to deliver new strategic advantages
16 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.
17 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.
18 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!
19 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
20 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.
21 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week Implementation
Protiviti
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Jump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
22 out of 60
Power Platform Center of Excellence: Free 1-Hour Briefing
MAQ Software
+1
Applicable to:
Power Apps
Enhance your Power Platform expertise with a Center of Excellence
23 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.
24 out of 60
Dynamics 365 Business Central Workshop
Covenant Technology Partners
+1
Applicable to:
Business Central
Needs Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
25 out of 60
Asset Management: 10 weeks implementation
Systems Ltd
+1
Applicable to:
Supply Chain Management
TechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
26 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
27 out of 60
Cybersecurity Assessment - 3 Weeks
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
Microsoft Security Assessment: detect security problems and take targeted action
28 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.
29 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..
30 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
31 out of 60
Microsoft Defender for Business Managed Service: Monthly MDR
e2e-assure Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Maximise your investment in Microsoft Defender for Business with our 24/7 detect & respond services.
32 out of 60
Azure Virtual Desktop: 1-Week Assessment.
Dimension Data
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
Elevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
33 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
34 out of 60
Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk Assessment
Lighthouse Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
This assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
35 out of 60
DXC Smart Working Spaces - Implementation
DXC
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
DXC provides capabilities to simplify the deployment and management of previously complex Audio-Visual services into a simple, repeatable, and supportable consumption model.
36 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
37 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.
38 out of 60
Microsoft 365 Adoption & Change: 1-Year Managed Service
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Cloud Security
Frontline Workers
Discover how our Adoption & Change Management program ensures that we effectively support your business to deploy, drive end-user adoption and maximise your Return on Investment (ROI).
39 out of 60
Lenovo-led POC Program: 4-Wk Proof of Concept
Lenovo Software
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
40 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
41 out of 60
Enhancing Productivity with Microsoft 365 Copilot
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
Our packaged Copilot services is designed to help clients enhance the way they work effectively, efficiently and with ease, leveraging Microsoft 365 Copilot - Microsoft's AI powered Assistant
42 out of 60
Copilot User Adoption: 4-6 Week Engagement
Netrix Global
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
User Adoption Jumpstart for Copilot for Microsoft 365
43 out of 60
Microsoft Fabric: 4-Hour Online Workshop
CLOUD SERVICES
+2
Applicable to:
Power BI apps
Power Apps
4-Hour Microsoft Fabric workshop contains theoretical and practical tasks. It is designed to help you start working with Microsoft Fabric
44 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.
45 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
46 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
47 out of 60
Wolkvox - Microsoft Teams: implementación 10 días
ELECTRICOS Y COMUNICACIONES ELECTROCOM S A S
Demostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
48 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.
49 out of 60
RPA Migration Factory
Sonata Software Ltd.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Migration factory with Power Automate
50 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!
51 out of 60
Field Service Integration: 9-Wk Implementation
Dynamic Consulting
+2
Applicable to:
Finance
Field Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
52 out of 60
Cyber Security Assessment
ELEVATE Solutions Limited
+1
Applicable to:
Threat Protection
The Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
53 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)
Future Processing S.A.
+2
Applicable to:
Power Automate
Power Apps
Speed-up your inventory process and involve your employees into it!
54 out of 60
Power Apps: 4-Wk Implementation
Infinion Technologies
+1
Applicable to:
Power Apps
Improve your business performance with Infinion’s custom Power Apps Implementation that transforms business operations and delivers multiple benefits to the client.
55 out of 60
D365 Marketing: 4+ Week Implementation
CRM Dynamics Limited
+1
Applicable to:
Marketing
Dynamics 365 for Marketing - 2 to 4 Months Full Implementation (or 4-6 Weeks Rapid Deployment)
56 out of 60
Power Platform: App in a Day
MAQ Software
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Overwhelmed by time-consuming software development? Discover the ease of custom app creation in just one day with our workshop.
57 out of 60
Automate Repetitive Processes with Robotic Process Automation (RPA)
Ha-Shem Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This offer helps organizations automate Repetitive Processes with RPA, or Simply Bots. Bots are any set of applications used to capture data and manipulate applications to perform repetitive tasks.
58 out of 60
Low Code Rapid App Prototype - 4 weeks
BDO Digital, LLC
+2
Applicable to:
Power Automate
Power Apps
Improve efficiency by automating task & service processes with applications tailored to your business.
59 out of 60
Consulting Managed Process Automation RPA
Sagitas Corp SAC
+3
Applicable to:
Supply Chain Management
Finance
Power Automate
Boost productivity and profitability with Power Automate for accounting and supply chain operations.
60 out of 60
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