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Consulting services results for Financial Services
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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
1 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 & Insights
Teamwork Deployment
2 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
3 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
4 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
5 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
6 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
7 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
8 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
9 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
10 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
11 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
12 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 Security
Threat Protection
13 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:
Power BI apps
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
15 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:
Finance
Business Central
16 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
17 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
18 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 Automate
Power Apps
19 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 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
21 out of 60
«App in a Day» WorkshopIntelliasA comprehensive hands-on training designed to equip participants with the skills needed to develop no-code/low-code applications using the Microsoft Power Apps platform.
+2
Applicable to:
Power Automate
Power Apps
22 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
23 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
24 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
25 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month ImplementationWavestoneWith Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
26 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
27 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 apps
Power Apps
28 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
29 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 Events
Teams Custom Solutions
30 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 & Management
Teamwork Deployment
31 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
32 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 & Insights
Teamwork Deployment
33 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
34 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 Teams
Teams Custom Solutions
Teamwork Deployment
35 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 & Insights
Meetings for Microsoft Teams
Mobile Device Management
36 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:
Sales
Customer Service
37 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
38 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
39 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
40 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 Workers
Teams Custom Solutions
41 out of 60
Teams Telephony: 8-Days ImplementationOfficeline SALearn how to upgrade your communication capabilities of your employees, by providing the ability to make and receive external calls.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
42 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:
Sales
Customer Service
43 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 Services
Identity & Access Management
44 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
45 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
46 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:
Sales
Customer Insights
Power Apps
47 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 Teams
Teams Custom Solutions
Teamwork Deployment
48 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
49 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
50 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
51 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
52 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to:
Sales
Customer Service
Field Service
53 out of 60
Endpoint Management Service: 3-hours WorkshopPEAKUPEnterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
+3
Applicable to:
Device Deployment & Management
Information Protection & Governance
Mobile Device Management
54 out of 60
HCLTech Biz Apps - Dynamics 365 for InsuranceHCL America Inc_HCLTA 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
+3
Applicable to:
Sales
Customer Service
Power BI apps
55 out of 60
Data Management Strategy: 6-Wk AssessmentHSO Six week assessment leveraging data centricity, data analysis and business insights techniques via Power BI to transform data into intelligent actions; business models; and strategy to monetize data.
+2
Applicable to:
Power BI apps
Power Automate
56 out of 60
Columbus IFRS16: 4-Wk ImplementationUAB OIXIOEnsure your financial reporting compliance with Columbus IFRS16 4-week implementation services consisting of diagnostic workshops, implementation and trainings
+1
Applicable to:
Business Central
57 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
+1
Applicable to:
Power Apps
58 out of 60
Microsoft 365 migration report: 5-Days Assessmentmscloud sp z o.o.Get ready to use Microsoft 365. Thanks to the report prepared by our specialists, you will significantly reduce the time and costs of switching to Microsoft 365.
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Teamwork Deployment
59 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
+1
Applicable to:
Power BI apps
60 out of 60