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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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Dynamics ERP Modernisation: 2-Wk Assessment
Empired
+1
Applicable to:
Finance
On-premise legacy ERP - assess the roadmap to the cloud
1 out of 60
Customer Insights: 5-Day Proof of Concept
Empired
+2
Applicable to:
Customer Insights
Power BI apps
Customer Insights: 5 Day Proof of Value
2 out of 60
Customer Insights: 10-Day Proof of Concept
Empired
+3
Applicable to:
Sales
Customer Insights
Power BI apps
Customer Insights: 10-Day Proof of Concept
3 out of 60
Jumpstart Power BI: 2-Wk Proof of Concept
Empired
+1
Applicable to:
Power BI apps
Jumpstart your Power BI analytics with our 2 week Proof of Value implementation leaving you with workable, live data insights.
4 out of 60
Rapid Results: Marketing Automation 5wk Impl.
Empired
+3
Applicable to:
Sales
Customer Service
Customer Insights
Rapid Results Marketing Automation with ClickDimensions 5wk. Implementation
5 out of 60
Rapid Results for Sales: 5-wk Implementation
Empired
+3
Applicable to:
Sales
Customer Service
Customer Insights
Dynamics 365 Rapid Results for Sales
6 out of 60
Rapid Results: Customer Services – 5 wk Impl.
Empired
+2
Applicable to:
Sales
Customer Service
Dynamics 365 Customer Service Rapid Results – 5wk Implementation
7 out of 60
Power Apps & Flow Hackathon: 2-Day Workshop
Seven Sigma Business Solutions
+1
Applicable to:
Power Apps
Turbocharge your use of Power Apps & Flow with a 2-Day Hackathon!
8 out of 60
Power BI Connector: 3-Wk Implementation
Slalom Consulting
+1
Applicable to:
Power BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
9 out of 60
Dynamics 365 Marketing App: 4-Week Implementation
TrimaxSecure
+3
Applicable to:
Marketing
Sales
Customer Service
Tailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
10 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 Microsoft Power BI and improve your data experience!
11 out of 60
Dedicated Power BI training: 2-Day Workshop
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
2-Day Dedicated Workshop. Don't know what can be done with Power BI and how to increase profit by proper analysis - we will show you what is inside your data!
12 out of 60
Dedicated Power BI training: 2-Day Workshop
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
2-Day Dedicated Workshop. Don't know what can be done with Power BI and how to increase profit by proper analysis - we will show you what is inside your data!
13 out of 60
Sales Data in Power BI: 5-Day Proof of Concept
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
14 out of 60
Power Platform CoE: 4-Wk Assessment
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Power Apps
Barhead’s Centre of Excellence (CoE) maximises your Power Platform investment, from the initial strategy through to finished application support.
15 out of 60
Power Platform PVA (BOT) in a Day: 1-Day Workshop
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Power Virtual Agents
Power Virtual Agents in a Day is an introductory instructor led 1-day hands-on workshop which will give you experience designing and developing a virtual agent using a no-code graphical interface.
16 out of 60
Power Platform Ideation: 5-Day Assessment
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Power Apps
Ideation Services focuses on helping customers generate new ideas and/or potential solutions to existing business problems or their manual business processes by leveraging the Power Platform.
17 out of 60
Microsoft Integrated Solution badge
Unified Marketing Mgmt: 6-Wk Proof of Concept
Barhead Solutions Australia Pty Ltd
+1
Applicable to:
Power Apps
A six-week Proof of Concept (PoC) utilising your marketing campaigns to demonstrate the value of the Unison marketing management solution.
18 out of 60
Migration to Unified Interface: 2Wk Implementation
Barhead Solutions Australia Pty Ltd
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Migration of the current Microsoft Dynamics 365 solution to the latest Unified Interface moving all the built functionality to the Unified Interface.
19 out of 60
BestPath Finance and Operations: 8-Day Assessment
1ClickFactory
+1
Applicable to:
Finance
BestPath Assessment evaluates your existing AX solution upgrade possibilities and recommends the most beneficial tactic for your move to Microsoft Dynamics 365 for Finance and Operations.
20 out of 60
Simple Sales Dynamics 365: 3-Day Implementation
Vinergy
+1
Applicable to:
Sales
This rapid implementation of Microsoft Dynamics 365 for Sales is designed for small to medium sized businesses seeking to streamline their selling processes and capitalise on selling opportunities!
21 out of 60
Business Central Upgrade: 4-Hr Assessment
MindQuad Solutions Private Limited
+1
Applicable to:
Business Central
With this assessment our technology expert will guide you to the right path to upgrade from NAV versions like 3.7, 5.0, 2009, 2013, 2015, 2016, 2017, 2018 to Microsoft Dynamics 365 Business Central.
22 out of 60
Dynamics 365 Business Central: 1-Hr Assessment
MindQuad Solutions Private Limited
+1
Applicable to:
Business Central
During this free assessment we will provide a conclusion about the compatibility of Microsoft Dynamics 365 Business Central with your business need.
23 out of 60
365 Consulting PowerApps: 5-Day Proof of Concept
365 Mechanix
+1
Applicable to:
Power Apps
Our resident Microsoft PowerApps expert will implement a proof of concept based on your chosen business problem.
24 out of 60
MQ Xtend for Manufacturing: 8-Wk Implementation
MindQuad Solutions Private Limited
+1
Applicable to:
Business Central
Rapid implementation of Microsoft Dynamics 365 Business Central for a discrete manufacturing company in eight weeks.
25 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.
26 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.
27 out of 60
Power BI Jumpstart: 3-Day Workshop
Inviso Corporation
+1
Applicable to:
Power BI apps
Hands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
28 out of 60
Consultant-as-a-Service: 10-Day Implementation
Fortude (Pvt) Ltd
+1
Applicable to:
Power BI apps
Power BI Consultant-as-a-Service - 10 days of Consultancy Services
29 out of 60
NAV to Business Central Migration: 1-Hr Assessment
TrimaxSecure
+1
Applicable to:
Business Central
Technical upgrade assessment for current Microsoft Dynamics 365 NAV users looking to optimize their value-stream and data efficiency by migrating to Microsoft Dynamics 365 Business Central.
30 out of 60
PowerApps for Corporate & SME: 2-Day Workshop
K-Solve IT Solutions Limited
+2
Applicable to:
Power Automate
Power Apps
A 2-day PowerApps hands-on session with our 7 steps PowerApps best practice to help you build a realistic Power Apps with Power Automate for your business.
31 out of 60
PowerApps: 5-Day Proof of Concept
K-Solve IT Solutions Limited
+2
Applicable to:
Power Automate
Power Apps
A 5-day PowerApps Proof-of-Concept of our 7 steps PowerApps best practice with Dataverse and help you automate your process by Power Apps with Power Automate for your organization.
32 out of 60
Endpoint Management: 3-Day Workshop
Practical Solutions, Inc
Learn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
33 out of 60
Microsoft Teams Meetings: 2-Day Assessment
Practical Solutions, Inc
Understand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
34 out of 60
Workplace Analytics Services: 4-week Assessment
Practical Solutions, Inc
Discover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
35 out of 60
Data Automation: 1-Wk Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
36 out of 60
Cybersecurity Advisory Microsoft 365 1-wk Workshop
NTT Limited
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Cybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
37 out of 60
Microsoft365 Adoption Services: 10-Wk Implementation
Bitscape
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
Change adopt leveraging Microsoft 365 offerings by migrating and managing your existing productivity environment and Devices and achieve modernization.
38 out of 60
Viva Insights Overview: 1-hour Briefing
Lingaro
+1
Applicable to:
Workplace Analytics
Learn what Microsoft Viva Insights is, how it works. Get familiar with key features
39 out of 60
Viva Insights Enriched: 6wk Proof of Concept
Lingaro
+1
Applicable to:
Workplace Analytics
Leverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
40 out of 60
Activate Digital Selling: 4 hour virtual workshop
saglobal
+2
Applicable to:
Sales
Power Apps
Digital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
41 out of 60
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
42 out of 60
Viva Insights QuickStart: 4wk Implementation
Lingaro
+1
Applicable to:
Workplace Analytics
Accelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
43 out of 60
Digital Transformation: 1 day Business Assessment
saglobal
+2
Applicable to:
Finance
Sales
Driving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
44 out of 60
Accelerated Service pack: 4 Week Implementation
saglobal
+1
Applicable to:
Business Central
It is believed that ERP implementations are time-consuming. With sa.global’s ‘Accelerated Implementation Pack’, you can get Microsoft Dynamics 365 Business Central up and running in just 28 days.
45 out of 60
Microsoft 365 Migration - 3 week implementation
Fermorite
+1
Applicable to:
Teamwork Deployment
Migrate your mailboxes and file server shares to Exchange Online and Sharepoint Online.
46 out of 60
Work From Home: 5-Weeks Implementation
EGENERATION LIMITED
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
Work From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
47 out of 60
Backoffice Financial Services: 5-hr Workshop
Axxon Consulting S.A
+1
Applicable to:
Finance
The Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
48 out of 60
Cloud Security Assessment: 2 Week Assessment
Byte Information Technology Pty Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Identify real threats to your cloud environment and develop plans and next steps for your security journey.
49 out of 60
Dynamics 365 Finance (AX): 1-Hr Briefing
Fusion5 Limited
+2
Applicable to:
Supply Chain Management
Finance
Dynamics 365 Finance and Operations (AX): 1-Hr Briefing
50 out of 60
NashTech Power Platform: 1-Wk Implementation
NashTech
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Build YOUR agile business processes with the Microsoft Power Platform
51 out of 60
Intelligent Collaboration Services Implementation
DXC
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Increase employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
52 out of 60
SOS Enterprise Comm. App: 1-Wk Implementation
SOS Group Limited
+1
Applicable to:
Power Apps
SOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
53 out of 60
Endpoint Management Service: 3-hours Workshop
PEAKUP
+3
Applicable to:
Device Deployment & Management
Information Protection & Governance
Mobile Device Management
Enterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
54 out of 60
PowerPack with PowerApps Premium 1 Week POC
Sysfore Technologies Pvt Ltd.
+1
Applicable to:
Power Apps
5-days Power Platform workshop and Proof Of Concept(POC) to present platform with a detailed customer business assessment.
55 out of 60
Advanced Power BI Implementation: 3-Day Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
An advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
56 out of 60
Microsoft Managed Desktop Readiness: 4-Wk Assessment
QUORUM SYSTEMS PTY LTD
+1
Applicable to:
Device Deployment & Management
4-week assessment to review the customers environment in line with the MMD Readiness Checker and provide a report outlining changes required to implement successfully
57 out of 60
Hybrid Teams Meetings 1-Day Workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Define customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
58 out of 60
Security Assessment - 5-Day Assessment
QUORUM SYSTEMS PTY LTD
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
The outcome of this assessment is a documented security assessment work plan with steps, tools and procedures used to conduct the assessment.
59 out of 60
Modernize Business Apps: 4-Week Implementation
Enlighten Designs Ltd
+1
Applicable to:
Power Apps
Modernize your business apps and reduce your workplace administration
60 out of 60
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