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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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Microsoft 365 Copilot: Optimise your environment 6-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Review your existing technical environment and let Engage Squared provide recommendations on steps you should take to be ready for Microsoft 365 Copilot.
1 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.
2 out of 60
Copilot Strategy & Assessment Accelerator – 2 weeks
FUJITSU
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
Minimize turbulence and maximize investments with Copilot assessments for enterprise-wide adoption
3 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.
4 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.
5 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.
6 out of 60
Power BI Embedded - 4 Week POC
Inviso Corporation
+1
Applicable to:
Power BI apps
Integrate visually stunning interactive reports directly within your application or website.
7 out of 60
Modern Work E3-E5: A 3-Week Workshop
CLICK2CLOUD INC
+1
Applicable to:
Workplace Analytics
Work smarter, faster, and more securely with Click2Cloud's sustainable, integrated, and secure Modern Work E3 to E5 industry solution.
8 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.
9 out of 60
Viva Engage Launch: 12-Wk Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Microsoft 365 Live Events
The Viva Engage launch engagement is designed to support organisations who want to launch Viva Engage into their organisation to foster a connected and inclusive workplace culture.
10 out of 60
Viva Goals Launch:12-Wk Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Frontline Workers
The Viva Goals launch engagement is designed to support organisations who want to launch Viva Goals into their organisation and create a purpose-driven culture.
11 out of 60
Calling with Microsoft Teams: 5 weeks Implementation
VERIZON COMMUNICATIONS INC.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
A bundle of Verizon network SBCaaS and service components priced in a per seat package that enables global calling from Microsoft Teams.
12 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.
13 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.
14 out of 60
ERP implementation for Dynamics 365 Business Central: 6-Wk
NaviWorld (Thailand) Co. Ltd.
+1
Applicable to:
Business Central
Provide Rapid Implementation Dynamics 365 Business Central for your organization that helps you with financial management accounting, Supply Chain Inventory management.
15 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk Implementation
Performanta
+1
Applicable to:
Identity & Access Management
Undertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
16 out of 60
Enabling Business Agility with Low-Code Solutions (Power Platform): 1 hour workshop
Cognizant
+3
Applicable to:
Sales
Power BI apps
Power Apps
A comprehensive solution that enables organizations to harness the capabilities of Power Platform to automate processes, build virtual assistants & chatbots, and meet the growing demand for biz apps.
17 out of 60
Power BI Maturity: 3-Day Assessment
Agile Analytics
+1
Applicable to:
Power BI apps
A full end-to-end assessment of your current Power BI processes maturity, reviewing use cases, data layers, reports, structure, self-service capabilities, governance, deployment process, security, ...
18 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
19 out of 60
Defender for Endpoint Managed Service
e2e-assure Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Microsoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
20 out of 60
Secure Data Management with Microsoft Purview
AVA SOFTWARE INC
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Confident in your Secure Data Management with Microsoft Purview? We secure data with encryption, access controls, and automated governance, ensuring compliance and protecting your business.
21 out of 60
Custom Teams App: 1-Hour Briefing
Practical Solutions, Inc
A meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
22 out of 60
Office Solution Migration Assistant for Tableau to Microsoft Power BI
Office Solution
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
TABLEAU TO POWER BI MIGRATION
23 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.
24 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week Implementation
Options Technology Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
25 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
26 out of 60
Business Process Review: 2 hour Pre-Assessment
saglobal
+1
Applicable to:
Power Apps
Tailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
27 out of 60
Jumpstart Productivity With Teams: 3 Day POC
Slalom Consulting
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
Simplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
28 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.
29 out of 60
Compliance as a Service (Purview)
QUORUM SYSTEMS PTY LTD
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Quorum Systems is a leading expert in Microsoft Purview providing post deployment support and adoption insights.
30 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.
31 out of 60
Microsoft Teams Frontline: 6m Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
We will work with you to discover how Microsoft 365 and Teams can enhance the employee experience for frontline workers, and offer you a tailored solution to suit your business needs.
32 out of 60
Building your Employee Experience: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Designed as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
33 out of 60
Design Sprint :4 -Day Workshop
Billennium S.A.
+2
Applicable to:
Power Automate
Power Apps
The offer is a 4-day workshop during which you define the need and solution in the operator of a Microsoft Power Platform
34 out of 60
Business Central PH Industry Core: 4-Hr Briefing
Kation Technologies, Inc.
+1
Applicable to:
Business Central
In this industry and market specific briefing, participants go over assessments and cases to help them determine the value and fit of Microsoft Dynamics 365 Business Central for their organization.
35 out of 60
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
36 out of 60
Power BI Pathway Training & Build: 4-Wk Workshop
Walkerscott
+1
Applicable to:
Power BI apps
A guided framework combining immersive training & workshops to spearhead self-service analytics.
37 out of 60
SharePoint Migration : 10 Weeks Implementation
ITC Infotech India Limited
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
ITC Infotech brings efficiency in virtual collaborations with seamless Microsoft SharePoint migration from legacy systems to on-premise and to cloud.
38 out of 60
Advanced Visualization with Power BI: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
Looking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
39 out of 60
Viva Connections Employee Experience Engagement: 1 Month Proof of Concept
Celebal Technologies Private Limited
+1
Applicable to:
Knowledge & Insights
Drive employee engagement with Microsoft Viva Connections by helping organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
40 out of 60
Rapid Results: Marketing: 5-Wk Implementation
Empired
+1
Applicable to:
Sales
Rapid Reulsts for Dynamics 365 Marketing DREAM BIG | IDEATE | START SMALL | DELIVER FAST
41 out of 60
Modern Work Foundation: 4-Wk Implementation
Enlighten Designs Ltd
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
Build a solid foundation for your Modern Workplace in just 30 days
42 out of 60
Wragby Business Process Automation: 1-month Implementation
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Use low-code solutions to build custom apps and automate manual workflows.
43 out of 60
Power BI Premium for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An 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 .
44 out of 60
Microsoft Dynamics 365 Business Applications: 12-Wk Implementation
Enterprisecloud
+3
Applicable to:
Marketing
Sales
Customer Service
Extend the powerful platform capability of Microsoft Dynamics 365 to help you create customer experiences that revolutionise your organisation using centralised data, AI and apps that future-proof.
45 out of 60
Power BI: 1-Wk Implementation
Inviso Corporation
+1
Applicable to:
Power BI apps
Skip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
46 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week Implementation
Crayon US
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Collaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
47 out of 60
SharePoint QuickStart: 2-week Implementation
Practical Solutions, Inc
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
48 out of 60
Microsoft 365 Governance: 1 month Assessment
Crayon
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
Crayon Microsoft 365 Governance Assessment will assess your configuration and build recommendation report
49 out of 60
Entra User ID Provisioning
QUORUM SYSTEMS PTY LTD
+1
Applicable to:
Identity & Access Management
With Entra ID HR Driven User Provisioning you can remove aging infrastructure like Microsoft Identity Manager or other third party solutions.
50 out of 60
Avanade Security Business Value 4-Wk Assessment FY24
Avanade, Inc.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
51 out of 60
Gestisoft Sales Accelerator
Gestisoft Inc.
+1
Applicable to:
Sales
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.
52 out of 60
Custom Intranet in Weeks: 4/6-Wk Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Develop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
53 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Designed as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
54 out of 60
Report and Dashboard Creation: 2-Day Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Accelerate 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.
55 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.
56 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.
57 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.
58 out of 60
Microsoft 365 Copilot: Org-wide launch 6-Month Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Launch Microsoft 365 Copilot into your organisation with the help of our adoption and change management consultants
59 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!
60 out of 60
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