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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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Red Canary Cloud Security Assessment
Red Canary
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Assess your security posture, look for vulnerabilities and identity risks with recommendations to mitigate with a Microsoft Security Assessment
1 out of 60
Tenant to Tenant Migration: 4 Hour Assessment
B&R Business Solutions
+2
Applicable to:
Adoption & Change Management
Teamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
2 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
3 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.
4 out of 60
Alfa Connections Teams Phone – Calling Plans
Alfa Connections Pte Ltd
+1
Applicable to:
Calling for Microsoft Teams
Helping customers enable the modernize communications by adding the functionality such as making, receiving Phone calls to Microsoft Teams
5 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, Alignment
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
6 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.
7 out of 60
Defend, Protect, Secure with Microsoft Defender XDR
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Take the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
8 out of 60
Test Automation: 3-Day Proof of Concept
Pragmasys Consulting
+3
Applicable to:
Sales
Customer Service
Power Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
9 out of 60
HPT Secure Identities and Access_03 days workshop
HPT Vietnam Corporation
+2
Applicable to:
Identity & Access Management
Mobile Device Management
With identity attacks on the rise, this workshop will show you how to stop tomorrow’s data breaches by securing identities today.
10 out of 60
Wc-PC- Wragby Cloud PC
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Cloud Security
Device Deployment & Management
Identity & Access Management
The Wragby Cloud PC is our consulting service designed to provide a new solution for organizations with the productivity, security, and collaboration benefits of Windows 365.
11 out of 60
Microsoft Viva Goals: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Discover how Viva Goals create a purpose-driven culture where teams align to achieve results by empowering each person to understand their impact and keep priorities top of mind.
12 out of 60
Microsoft Dynamics 365 for Talent: 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Finance
This instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
13 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.
14 out of 60
Microsoft Viva: 12-week proof of concept
Awara IT Kazakhstan LLP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Awara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
15 out of 60
Dealer Management System 2-Day Assessment
ETG
+1
Applicable to:
Finance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
16 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshop
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Our solution will help you design and create Word templates for Dynamics 365.
17 out of 60
Microsoft Power BI for Financial Services: 4-Hr Workshop
JourneyTEAM
+1
Applicable to:
Power BI apps
A packaged engagement to help financial and professional service organizations build reports and dashboards using Microsoft Power BI.
18 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Get your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
19 out of 60
Dell Technologies Adoption & Change Management for Microsoft 365
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Dell Technologies ACM Services are a disciplined approach to enhancing the speed, adoption, and sustainability of business transformations.
20 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.
21 out of 60
Microsoft 365: 3-Hour Implementation
true org cloud
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
Gain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
22 out of 60
'Veni,vidi,vici' package: 10-Day Proof of Concept
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
10-Day 'veni, vidi, vici' package to conquer Power BI and improve your data experience!
23 out of 60
Viva Glint: 8-Wk Implementation
Engage Squared
+2
Applicable to:
Frontline Workers
Knowledge & Insights
This comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
24 out of 60
Fractional Accounting as a Service: 6-Month Implementation
Boyer & Associates
+1
Applicable to:
Business Central
Get the financial accounting help you need to reconcile bank and credit card statements from fractional accountants already skilled in Business Central.
25 out of 60
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
26 out of 60
Quickbook to Business Central: 8-Hr Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
27 out of 60
Symity Copilot for Microsoft 365 Consulting
SYMITY, part of Charterhouse Voice & Data Ltd
+1
Applicable to:
Adoption & Change Management
Symity Copilot for Microsoft 365 Consulting services delivers end to end guidance and support to realising the power of Copilot for Microsoft 365 within your organisation.
28 out of 60
Financial Reporting: 2-Day Implementation
Logan Consulting
+1
Applicable to:
Finance
Logan Consulting is offering a flat-fee service to kick start your Microsoft Dynamics 365 for Finance & Operations Financial Reporting project.
29 out of 60
Power BI Training: 1-Day Workshop
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
30 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
31 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.
32 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.
33 out of 60
Kick-Starting Power Apps Project Delivery: 3-Week Assessment
EPAM
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
3-Week Assessment Workshop: Explore, identify, measure and foresee the future solution with Power Apps
34 out of 60
HPT_Microsoft Cyber Security Assessment_2 week
HPT Vietnam Corporation
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
Strengthen your firm's defenses with our all-in-one cybersecurity platform
35 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.
36 out of 60
Business Central Base Finance: 2-Wk Implementation
eBECS ltd
+1
Applicable to:
Business Central
Full Financials Implementation of Microsoft Dynamics Business Central from award-winning Microsoft Partner.
37 out of 60
Avanade Connected Workplace 1/2 Day Briefing FY24
Avanade, Inc.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Workplace Analytics
Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
38 out of 60
Envisioning and pilot deployment: 8 week accelerator
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Kick-start your journey to a reimagined workplace with Cognizant’s Copilot for Microsoft 365 Envisioning and pilot deployment.
39 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
40 out of 60
Enhanced Data Privacy with Microsoft Purview
AVA SOFTWARE INC
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
Confident in your data privacy with Microsoft Purview? We help secure sensitive data with encryption, access controls, and automated governance, ensuring compliance and peace of mind.
41 out of 60
DCCP 3-days Assessment
Sonata Software Ltd.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Modernize Customer Service Experience with Sonata’s IntelliKontact Digital Contact Center Platform
42 out of 60
Microsoft Entra Cloud Permissions Risk Check: 15-Days Workshop
Wipro Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Wipro's Entra cloud permission workshop to help enterprises rapidly enable the service with Azure, and multi-cloud providers to discover privilege permission risks associated with identities
43 out of 60
SMS for Case Management: 1-Day Implementation
enCloud9
+3
Applicable to:
Sales
Customer Service
Field Service
During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
44 out of 60
Adoption & Change Management: Prepaid Change Support: 8-Wk Assessment
Engage Squared
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Prepaid Change Support provides you with the flexibility to tailor change management activities, guided by the advice of our Change & Transformation team.
45 out of 60
DXC OpenAI Advisory Integration Service – Modern Workplace
DXC
+1
Applicable to:
Compliance Advisory Services
Ensuring your business is positioned to compete in a world where Generative AI is poised to give a significant advantage to organizations that leverage its capabilities.
46 out of 60
iT1's Security Assessment
It1 Source LLC
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Improve your security awareness and be prepared to defend against common security threats with Microsoft 365 Security Tools
47 out of 60
Custom Power BI Visuals: 1-Hour Briefing
MAQ Software
+1
Applicable to:
Power BI apps
Struggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
48 out of 60
Kaizala Scalable Incidents: 3-Wk Implementation
Best Projects
+2
Applicable to:
Sales
Customer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
49 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
50 out of 60
Contract Management System - 4 Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
The contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
51 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Knowledge & Insights
Discover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
52 out of 60
Microsoft Viva Employee Experience aboutxtreme
aboutxtreme.com
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Microsoft Viva Employee Experience engagement provides the gateway to the modern employee and tailored learning experience targeted towards the HR and end-users.
53 out of 60
Experience the Dynamics 365 Business Central: 1-Hr Assessment
true org cloud
+1
Applicable to:
Business Central
Integrate finance, sales, service, and operations seamlessly using a solution relied upon by more than 30,000 small and medium-sized businesses.
54 out of 60
People Experience powered by Microsoft VIVA
Capgemini Group
+1
Applicable to:
Knowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
55 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
56 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.
57 out of 60
Viva Insight Employee Experience: 2-WK Implementation
PC SOLUTIONS PRIVATE LIMITED
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Viva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
58 out of 60
Viva Goals Employee Experience Engagement: 1Month Proof of Concept
Celebal Technologies Private Limited
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Seamlessly track goals and progress with Microsoft Viva Goals—a management solution that aligns teams to the organization’s goal to drive clarity & transparency around the objectives and key results.
59 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
60 out of 60
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