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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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Low Code Apps on Teams: 5 Day Proof of Concept
Billennium S.A.
+1
Applicable to:
Power Apps
Process improvement and digital solutions for companies
1 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.
2 out of 60
We Do The Work Package: 1-Wk Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
A service that allows you to relax and let us handle everything in implementing Dynamics 365 Business Central.
3 out of 60
Sales in a Box: 3-Wk Implementation
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Turbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
4 out of 60
D365 Customer Service: 10+ Week Implementation
CRM Dynamics Limited
+1
Applicable to:
Customer Service
Full Implementation of Dynamics 365 for Customer Service
5 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
6 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.
7 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.
8 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.
9 out of 60
Unified Endpoint Mgmt. - 6 Weeks - Implementation
TCS - Digital Workplace
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Threat Protection
TCS Unified Endpoint Management combines Microsoft Intune, Microsoft Defender for Endpoint and Configuration Manager solutions to provide modern management of endpoints with a Zero Trust strategy.
10 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.
11 out of 60
Real Data Power BI: 1-Wk Proof of Concept
Clouds On Mars
+1
Applicable to:
Power BI apps
An engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
12 out of 60
Microsoft 365: 2-Week Assessment
Practical Solutions, Inc
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
Establish 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.
13 out of 60
Teams Phone: 4-day Assessment
Catapult Systems, LLC
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Catapult will analyze and assess your current telephony landscape and guide you through the process of deploying an enterprise voice solution with reliable, high-quality, integrated calling.
14 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.
15 out of 60
D365 Events Management Portal: 4 Wk Implementation
TrimaxSecure
+2
Applicable to:
Marketing
Customer Service
Create and manage all the details needed for events registration, payment, and engagement tracking inside a customized web portal based on Microsoft Dynamics 365 Marketing.
16 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!
17 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
18 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.
19 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.
20 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).
21 out of 60
Dynamics 365 Finance 10-Wk Implementation
HSO US (AKA)
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
Dynamics 365 Finance & Supply Chain Implementation Services
22 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
23 out of 60
Financial Services Viva Listening - 3 day Workshop
Point B
+3
Applicable to:
Knowledge & Insights
Power Platform for Teams
Workplace Analytics
Discover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
24 out of 60
Dynamics 365 for Sales: 12-Wk CRM Migration
TrimaxSecure
+1
Applicable to:
Sales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
25 out of 60
SMART Corporate Portal: 2-wk Implementation
SMART business LLC
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
We 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.
26 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.
27 out of 60
Reduce your Microsoft 365 budget and optimize the usages
Chrysalis SAS SmartView
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Technical Audit of Your Microsoft 365 Licenses and User Adoption with 365Metrics
28 out of 60
Security Anywhere:6Hour Workshop
Integrated Solutions Sp. z o.o.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Workshop is dedicated for security stakeholders to help develop a comprehensive strategic plan based on Microsoft's most effective practices for for protecting IT environments
29 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
30 out of 60
HPT Defend Against Threats with SIEM Plus XDR_02 week workshop
HPT Vietnam Corporation
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
The Defend Against Threats with SIEM Plus XDR workshop is designed to create customer intent for purchasing and/or deploying advanced Microsoft Security products
31 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
32 out of 60
Power Platform: 2-Week Proof of Concept
IMPERIUM DYNAMICS LLC
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Adopt Power platform for a basic customer relationship scenario
33 out of 60
Viva Learning Quick-Start: 6-Wk Implementation
Engage Squared
+2
Applicable to:
Frontline Workers
Knowledge & Insights
Viva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
34 out of 60
Office 365 Managment: 1 Day Assessment
Eze Castle Integration
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
ECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
35 out of 60
Pure Discovery: Workshop
Pure Company Sp. z o.o.
+1
Applicable to:
Power BI apps
1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
36 out of 60
EMS 4-Week Implementation
KTL Solutions
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
KTL’s Enterprise Mobility and Security (EMS) solution provides mobile device endpoint security, data loss prevention, increased productivity, mobile content management and reduced technology overhead.
37 out of 60
Aseguramiento de ciberseguridad: taller 4 semanas
Sofistic Colombia SAS
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
38 out of 60
Solution Assessment for Security: 30 Day
Concurrency, Inc.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
An assessment to evaluate security posture, identify potential vulnerabilities and risks, and provide mitigation recommendations.
39 out of 60
Viva Goals Discovery Workshop - 1 day assessment
XRM Vision
+1
Applicable to:
Workplace Analytics
XRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
40 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.
41 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.
42 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.
43 out of 60
Information Management: Clean-up, Back-up & Governance 3-month Assessment
Engage Squared
+1
Applicable to:
Knowledge & Insights
The SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
44 out of 60
Power BI Jumpstart: 3-Day Workshop
Inviso Corporation
+1
Applicable to:
Power BI apps
A hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
45 out of 60
Support for Dynamics 365: 4-Wk Implementation
Crowe LLP
+2
Applicable to:
Sales
Customer Service
Proactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
46 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]
47 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
48 out of 60
Migration to Dynamics 365: 3-Hr Assessment
Wipfli LLP
+1
Applicable to:
Sales
An engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
49 out of 60
Microsoft Viva Connections Consultancy & Implementation Services: 6 Weeks Implementation
PERSISTENT SYSTEMS LIMITED
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Building a personalized gateway to a modern employee experience platform - one-stop-shop for all daily needs of employees
50 out of 60
Improve Organizational Efficiencies with Get RPA Right 4 week assessment and Proof of Concept
CongruentX LLC
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Migrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
51 out of 60
Power Platform Modernization: 10 Wk Implementation
Applied Information Sciences
+1
Applicable to:
Power Apps
Our Legacy App Modernization offer helps you through the crucial first steps in Power Platform adoption & develop a roadmap that meets business goals & your appetite for platform adoption.
52 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.
53 out of 60
Endpoint Management Advisory Service: 6-Wk Implementation
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Information Protection & Governance
Mobile Device Management
Threat Protection
This advisory service enables organizations efficiently manage end points leveraging Microsoft Intune & Configuration Manager through assessments, 1-day workshops and six weeks deployment
54 out of 60
Best Practices: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
Get expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
55 out of 60
Migration to Power BI: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
This offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
56 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.
57 out of 60
Dynamics 365 Fin&Ops Development: 10-Day Workshop
Quick ERP Co., Ltd.
+1
Applicable to:
Finance
A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
58 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.
59 out of 60
Power BI: 3-Day Proof of Concept
Inviso Corporation
+1
Applicable to:
Power BI apps
Using your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
60 out of 60
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