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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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Symity Microsoft 365 Adoption & Training Services
SYMITY, part of Charterhouse Voice & Data Ltd
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Maximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
1 out of 60
Reporting Financier : 2 semaines preuve de concept
FINELOG
+1
Applicable to:
Power BI apps
Automatisez la collecte et le retraitement des données, Structurez l'information pour un usage analytique, Analysez et présentez l'information dans Power BI et Excel
2 out of 60
Microsoft Compliance Workshop: 3-Day Workshop
World Wide Technology
+3
Applicable to:
Compliance Advisory Services
Insider Risk
Knowledge & Insights
WWT offers a Microsoft Data Compliance and Risk workshop to help organizations with compliance risks and data protection.
3 out of 60
Publicis Sapient Loan Accelerator
Publicis.Sapient USA
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
Publicis Sapient Loan Accelerator will assist financial institutions with improving end to end mortgage origination process.
4 out of 60
Microsoft 365 Security: 4-hour Assessment
Quisitive
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
The Microsoft 365 Security Assessment provides an in-depth assessment of your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
5 out of 60
Power Apps : 2Weeks Assessment
Quadrant Resource LLC
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Quadrant Power platform Assessment introduces you to features and functionality of Microsoft Power platform to help you better Analyze data, build solutions, automate process and create virtual agents
6 out of 60
Custom Power BI Dashboard: 1-Day Workshop
Nihilent Technologies, Inc
+1
Applicable to:
Power BI apps
A hands-on training workshop on Power BI for your team at your location, with your data.
7 out of 60
Power Automate : 2 Days assessment
Minsait
+2
Applicable to:
Power Automate
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
8 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
9 out of 60
Microsoft Power Platform Assessment
Saxon Global Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
10 out of 60
Intranet powered by Microsoft VIVA 8-week Implementation
XMS Technologies
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Implement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
11 out of 60
PwC Sales and Marketing Ready
Pricewaterhousecoopers LLP
+3
Applicable to:
Marketing
Sales
Customer Insights
Transform front office with connected sales and marketing
12 out of 60
Dynamics 365 FO Financials: 5-Day Workshop
Turnkey Tec
+1
Applicable to:
Finance
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
13 out of 60
Microsoft 365: Strategic Roadmap development for Modern Workplace
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Unlock Your Business’s Digital Transformation Potential
14 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefing
Avanade, Inc.
+1
Applicable to:
Customer Service
The Banking Accelerator
15 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
16 out of 60
Dynamics 365 Fin & Ops: 2-Wk Assessment
Domain 6 Inc.
+1
Applicable to:
Finance
A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
17 out of 60
CoE Power Platform : 1 Day assessment
Minsait
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform Center Of Excellence.
18 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
19 out of 60
TS As a Services (TSaaS): 5-day Implementation
E-Level Cloud Services S.A. de C.V.
+3
Applicable to:
Cloud Security
Mobile Device Management
Threat Protection
Manage and minimize the compromise risks of modern threat information, devices, and users, having a specialist area that gives business peace of mind.
20 out of 60
KK_Copilot Readiness offer
Kraft Kennedy
+1
Applicable to:
Adoption & Change Management
Design and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
21 out of 60
Power Platform Hands-On: 2-Day Workshop
Confluent
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
22 out of 60
Migrate InfoPath to Power Apps: 1-Hr Assessment
Insight
+1
Applicable to:
Power Apps
Power Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
23 out of 60
Teams Rooms 2-weeks implementation
NewTech
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Transform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
24 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
25 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.
26 out of 60
Google Workspace to Microsoft 365 Migration: 3 - Week Implementation
Star Knowledge Ventures, LLP
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Streamline your organization's migration to Microsoft 365 with our expert services. Enjoy a smooth and secure transition, unlocking the full power of cloud-based productivity tools.
27 out of 60
Discover Your Data: 3-Day Assessment
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
28 out of 60
CI/CD für Power BI: Starter - 5 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.
29 out of 60
Phone System 1h Engagement
NewTech
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
This engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
30 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
31 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.
32 out of 60
Intelligent Workplace for Sales-Implementierung 8W
DIGITALL Nature Germany GmbH
+3
Applicable to:
Sales
Customer Insights
Power Apps
Gestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
33 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of Concept
Canviz
+1
Applicable to:
Power Apps
Automate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
34 out of 60
Secure Enclave: 12-Week Implementation
KTL Solutions
+1
Applicable to:
Adoption & Change Management
KTL will configure and implement Office 365, Enterprise Mobility & Security, and Windows 10 Enterprise features in a Virtual Desktop Infrastructure in Azure Government and configure Azure Sentinel.
35 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).
36 out of 60
Contextual Experiences with Viva: 2 Wks Assessment
TCS - Digital Workplace
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
Addresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
37 out of 60
MVP for Microsoft Planner Work Management System
XRM Vision
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
Start your journey to work management excellence with our MVP for Microsoft Planner. Test Planner in real-world scenarios, benefit from expert guidance, and get a detailed report on system performance
38 out of 60
Microsoft 365 Adoption as a Service
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Adoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
39 out of 60
Power Platform 5 days Proof of Concept
SPAN d.d.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
We help your business and IT analysts understand the value of Power Apps and how to implement it within your existing business processes by delivering single use case for your specific needs.
40 out of 60
Dynamics 365: 12-Wk Implementation
EPAM Systems
+3
Applicable to:
Marketing
Sales
Customer Service
Our global Dynamics 365 practice delivers Microsoft Business Applications, including Microsoft Power Platform, through unparalleled services, accelerator integrations and add-ons.
41 out of 60
Power Platform Hands On: 1-Wk Proof of Concept
Insight
+2
Applicable to:
Power BI apps
Power Apps
In this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
42 out of 60
Business Central - 10 Weeks - Implementation
AccTech Systems (Pty) Ltd
+1
Applicable to:
Business Central
4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
43 out of 60
Dynamics 365 Discovery: 2-Day Workshop
Ellipse Solutions
+1
Applicable to:
Finance
Considering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
44 out of 60
Optimización de procesos con Power Apps: Prueba de concepto - 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimice sus procesos usando Power Apps. Revise y ejecute junto a expertos una prueba de concepto basada en sus necesidades.
45 out of 60
Secure Identity Assessment
Managed Solution
+1
Applicable to:
Compliance Advisory Services
Managed Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
46 out of 60
Copilot Adoption Program
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Integrate Copilot seamlessly within your company’s Microsoft 365 ecosystem with a comprehensive adoption strategy.
47 out of 60
Advanced eDiscovery : 10-Wks Implementation
Wipro Ltd
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Wipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
48 out of 60
Microsoft 365 App Enhancement: 4-week workshop
D CX Unicorn Marketing LLC
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
A comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
49 out of 60
Revamp Intranets: 2-Wk Assessment
Engage Squared
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
We’ve designed Revamp your Intranet to help organisations get more from their current intranet platform with a fixed-price service that will give you a set of tailor-made, actionable recommendations
50 out of 60
Tenant-to-Tenant Migration: 4 Week Implementation
Mismo Systems LLP
+1
Applicable to:
Adoption & Change Management
Want a smooth office 365 migration and transition? Mismo System can help with expert consulting and implementation
51 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-Wks
Wipro Ltd
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Wipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
52 out of 60
Services for Teams Calling and Meetings
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Consulting Services for Teams are designed to help you reimagine how you deliver team and project collaboration to the workforce.
53 out of 60
PowerApp in a Day Workshop: 1-Hr Assessment
Cynoteck Technology Solutions
+1
Applicable to:
Power Apps
Learn how Microsoft Power App in a Day Workshop program can be beneficial for you and your business.
54 out of 60
Microsoft Power Platform Solution build: 4-weeks Implementation
Signal Alliance
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Let's help you develop your business apps and process automation on Power Platform for your Organization
55 out of 60
Customer Care Package: 10-Wk Implementation
Velosio
+1
Applicable to:
Customer Service
Redesign your customer experience capabilities with packaged deployment of Customer Service, Agent Chat, Remote Assist and Customer Insights in less than 3 months.
56 out of 60
Sii Copilot programme
Sii Sp. z o.o.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
57 out of 60
HCLTech Fusion Endpoint Detection and Response (FEDR) - 10 Days Implementation
HCL Technologies Limited.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
HCLTech FEDR (Fusion Endpoint Detection and Response) services powered by Microsoft Defender for Endpoint
58 out of 60
Endpoint Management Solutions: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Discover how Signal Alliance Consulting enables users in your organization to be productive, on any device, without compromising IT security by leveraging Microsoft Endpoint Management.
59 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.
60 out of 60
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