FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
CRM FoundationCapgemini GroupThe CRM Foundation offering from Capgemini focuses on the ideal preparation of a future Microsoft Dynamics CRM Transformation.
+3
Applicable to:
Sales
Customer Service
Customer Insights
1 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
2 out of 60
Symity Consulting for Microsoft SecuritySYMITY, part of Charterhouse Voice & Data LtdWhether you need help planning a watertight security strategy, or need support for seamless deployment, adoption and ongoing management – we’ve got you covered.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
3 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BIOptimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
4 out of 60
Microsoft Defender for Endpoint QuickStartPresidioPresidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
5 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private LimitedHere we offer complimentary 2-hour consultation where our experts will audit your current data ecosystems and then structure a clear roadmap to enhance insights, automation, and AI adoption.
+1
Applicable to:
Workplace Analytics
6 out of 60
Windows 365 Cloud PC: 4-Wk Proof of ConceptSignal Alliance Technology HoldingDiscover 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.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Identity & Access Management
7 out of 60
Synergy Advisors Architecture Design Sessions (ADS) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
8 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
9 out of 60
Business Dashboards: 8 Weeks ImplementationArmis, Sistemas de Informação, LdaWe’ll define your BI strategy, architect and implement all the needed infrastructure, and turn your data into comprehensive and flexible Power BI dashboards to empower decision making.
+1
Applicable to:
Power BI apps
10 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer SupportEnterprisecloudDeliver Seamless, AI-Powered Customer Support with Dynamics 365
Transform Customer Service with Microsoft Omnichannel Contact Centre
Transform Customer Service with Microsoft Omnichannel Contac
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
11 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial SystemsOffering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
+3
Applicable to:
Finance
Business Central
Power BI apps
12 out of 60
Power BI - 4 Weeks ImplementationMismo Systems Private LimitedWe help you design and build scalable, secure, and user-centric Power BI solutions that unify your data, unlock actionable insights, and enable smarter decision-making across your organization.
+1
Applicable to:
Power BI apps
13 out of 60
Active Directory Security on DemandComtrade System IntegrationDiscover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
14 out of 60
Copilot for Microsoft 365: 6-Weeks ImplementationReliance Infosystems Inc.Unlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
15 out of 60
Azure Virtual Desktop: 1-Week Assessment.Dimension DataElevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
16 out of 60
Copliot For Analytics - Free 1 Hour Consulting WorkshopC3IT Software SolutionsEmpower teams to harness data insights through hands-on training in Copilot for Analytics
+1
Applicable to:
Power Virtual Agents
17 out of 60
Modern Workplace Advisory Services: BriefingCapgemini GroupModern Workplace Advisory Services – Unlocking value through workplace transformation
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Teamwork Deployment
18 out of 60
Microsoft Platform Support ImplementationManaged SolutionMicrosoft Platform Support Services provides comprehensive support that optimizes performance, enhances security and drives adoption across your Microsoft ecosystem.
+3
Applicable to:
Device Deployment & Management
Threat Protection
Workplace Analytics
19 out of 60
Copilot Launch: Kickstart Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Kickstart your Copilot for Microsoft 365 journey with essential preparedness, setup, and training.
+1
Applicable to:
Adoption & Change Management
20 out of 60
Defender for Endpoint Managed Servicee2e-assure LtdMicrosoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
21 out of 60
Modernize Your Word Add-in with Copilot & AI - Free 2-HouriFour Technolab Private LimitedFree 2-hr consulting session where we assess your current Word Add-in and build a step-by-step roadmap to modernize it for improved teamwork and integration with AI capabilities, Microsoft 365, cloud.
+1
Applicable to:
Workplace Analytics
22 out of 60
Dynamics 365 Sales: Implementation, Support, and Adoption ServicesClaranetTransform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
+3
Applicable to:
Sales
Power Automate
Power Apps
23 out of 60
Dynamics 365 Business Central, HCM & ADP: 1-Hr AssessmentJourneyTEAMFREE 1-hr assessment discussing your current ERP system including Dynamics 365 Business Central. We will evaluate gaps in your ERP, Payroll, HR and Human Capital Management (HCM) systems.
+3
Applicable to:
Finance
Business Central
Customer Service
24 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLCTEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
25 out of 60
Modern Experience - Dynamics 365 Sales, Marketing, & ServicesSonata Software Ltd.Transform Your Customer Experience with Sonata’s Modern Experience Solutions using Dynamics 365 Sales, Marketing, & Services.
+3
Applicable to:
Marketing
Sales
Customer Service
26 out of 60
CloudAssess365: Hands-on Microsoft 365 Transition Discovery and DesignRavanty Tech Consulting, Inc.Provide thorough discovery and design of client's environment before undertaking an actual migration to Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Mobile Device Management
27 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
+1
Applicable to:
Workplace Analytics
28 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
29 out of 60
Avanade Microsoft Security Service Edge Quick StartAvanade, Inc.Microsoft’s new Security Service Edge (SSE) capability empowers organizations on their Zero Trust journey though unique in the market integration with Microsoft Entra.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
30 out of 60
Synergy Advisors Security Engagement (Pilot) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
31 out of 60
Automate Customer Support with Power Virtual Agents – Free Use Case ReviewiFour Technolab Private LimitedTired of repetitive support tickets? Let’s Automate It — that’s where Power Virtual Agents can make life easier.
+2
Applicable to:
Power Virtual Agents
Power Apps
32 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
33 out of 60
Power App - App-In-A-Day WorkshopCollabPoint LLCA 1-day workshop designed to automate your most manual, revenue impacting workflow.
+1
Applicable to:
Power Apps
34 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidioAlign goals and measure success with a Copilot Adoption Accelerator from Presidio.
+1
Applicable to:
Adoption & Change Management
35 out of 60
Project Online Dashboards: 1-Day Proof of ConceptAdvaiya Solutions Inc.A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
+1
Applicable to:
Power BI apps
36 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentJourneyTEAMThis FREE 1-hr discovery assessment will determine whether Dynamics 365 Business Central is a good fit for your project-based organization. We will provide ideas and strategies on Business Central.
+1
Applicable to:
Business Central
37 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
38 out of 60
Data Security: 2-Weeks WorkshopConterraIdentify data security risks in your organizational data
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
39 out of 60
Dynamics 365 Business Central - Financials Package: 8-Wk ImplementationAlta Vista TechnologyIn our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
+1
Applicable to:
Business Central
40 out of 60
Transform your Business with Power Apps and Customization in 6 WeeksWAi TechnologiesTo help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
41 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
42 out of 60
Cloud Endpoints (Modern End Point Management): 3-Month ImplementationTEKsystems Global Services LLCAccelerate customer entry into Modern Workplace. Focus on Azure, Intune and Autopilot technologies. Build multifaceted strategy roadmaps that consider short and long term advance in maturity.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Mobile Device Management
43 out of 60
Nexer 10 Day Assessment for Microsoft Contact CenterNexer Group ABNexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
+3
Applicable to:
Customer Service
Field Service
Customer Insights
44 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn 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.
+1
Applicable to:
Sales
45 out of 60
Asset Management: 10 weeks implementationSystems LtdTechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
+1
Applicable to:
Supply Chain Management
46 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data SystemsA four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
47 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM TechnologiesDetail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
+3
Applicable to:
Sales
Customer Service
Field Service
48 out of 60
Microsoft Fabric: 4 Weeks ImplementationMismo Systems Private LimitedWe help you design and implement Microsoft Fabric solutions that unify data engineering, analytics, and governance—enabling real-time insights, accelerated innovation & data-driven decision-making.
+1
Applicable to:
Power BI apps
49 out of 60
KK_Exchange_Migration Consulting ServicesKraft KennedyMoving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Device Deployment & Management
50 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersionSynergy Advisors LLCControl data sharing and ensure security compliance for scalable, effective growth
+1
Applicable to:
Adoption & Change Management
51 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:
Power BI apps
52 out of 60
Data Security EngagementSignal Alliance Technology HoldingAs your company data expands and generative AI is being deployed rapidly, having an integrated approach that can help quickly identify, triage, and act on data security risks is super important.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
53 out of 60
Secure Data Management with Microsoft PurviewAVASOFTConfident in your Secure Data Management with Microsoft Purview? We secure data with encryption, access controls, and automated governance, ensuring compliance and protecting your business.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
54 out of 60
Copilot Boost: Enhanced Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Enhance your productivity with advanced features and support for Copilot for Microsoft 365
+1
Applicable to:
Adoption & Change Management
55 out of 60
Utilizing Power BI for Efficient Business IntelligenceIntelliasServices focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
+1
Applicable to:
Power BI apps
56 out of 60
Entra ID Identity and Application Governance Solutions by AVASOFTAVASOFTOur solution fortifies Azure AD security by analyzing accounts, applications, and access policies to identify and mitigate risks, ensuring compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
57 out of 60
Cash Conversion Cycle - Business Intelligence Consulting for Smarter Decisions and Faster GrowthFresh BITurn complexity into clarity with tailored BI solutions that align with your goals, drive faster decisions, and empower your team to grow with confidence.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
58 out of 60
KK_Copilot Readiness offerKraft KennedyDesign and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
+1
Applicable to:
Adoption & Change Management
59 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymindGarantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
60 out of 60