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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 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.
1 out of 60
DCCP Implementation
Sonata Software Ltd.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Modernize the customer service experience with Sonata’s IntelliKontact.
2 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.
3 out of 60
Power Platform Foundry: 10Wk Proof of Concept
Cognizant
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Power Platform Foundry reimagines development of Power Platform solutions to deliver industry standard applications in a low cost and highly maintainable model.
4 out of 60
Cyber Security Assessment
ELEVATE Solutions Limited
+1
Applicable to:
Threat Protection
The Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
5 out of 60
Asset Management: 10 weeks implementation
Systems Ltd
+1
Applicable to:
Supply Chain Management
TechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
6 out of 60
Cybersecurity Assessment - 3 Weeks
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
Microsoft Security Assessment: detect security problems and take targeted action
7 out of 60
Automate business processes with RPA: 4-Wk Implementation
Comtrade System Integration
+1
Applicable to:
Power Automate
We utilize RPA automation technology to automate repetitive and manual tasks and boost operational efficiency.
8 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
9 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.
10 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
11 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
12 out of 60
HCLTech Business Email Protection: 10-Days Implementation
HCL Technologies Limited.
+1
Applicable to:
Threat Protection
HCLTech Business Email Protection (BEP) Powered By Microsoft EOP and MDO, Enable real time Business Email Protection alerting and automated remediation for email service hosted on Microsoft platform
13 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.
14 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
15 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)
Future Processing S.A.
+2
Applicable to:
Power Automate
Power Apps
Speed-up your inventory process and involve your employees into it!
16 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 3-Wk Proof of Concept
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
17 out of 60
App-in-a-Day: 1-Day Workshop
XRM Vision
+1
Applicable to:
Power Apps
Want to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
18 out of 60
Microsoft Endpoint Management (Intune): 1 Week Assessment
SIMPLICITY IT INC.
+1
Applicable to:
Device Deployment & Management
Our 1 week assessment will check all configurations and settings for Intune according to Microsoft's best practices and guidelines.
19 out of 60
Google Workspace to Microsoft 365 Migration - 4 Week Assessment
Protiviti
+2
Applicable to:
Adoption & Change Management
Cloud Security
High-level migration strategy and assessment for migrating from Google Workspace to Microsoft 365.
20 out of 60
Microsoft 365 Copilot Adoption & Change Accelerator Program: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Signal Alliance Consulting - Microsoft 365 Copilot Adoption program is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
21 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free Consultation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Teams Rooms Systems.
22 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.
23 out of 60
Envisioning and pilot deployment: 8 week accelerator
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Kick-start your journey to a reimagined workplace with Cognizant’s Copilot for Microsoft 365 Envisioning and pilot deployment.
24 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 6-Wk Implementation
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
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
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).
27 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24
Avanade, Inc.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
28 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
29 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.
30 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.
31 out of 60
Modern Workplace Implementation: 3-Weeks Implementation
Mismo Systems LLP
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Meetings for Microsoft Teams
Mismo Systems has the experience of digital transformation and workplace modernization around the world. Get a fully managed and maintained modern and secure workplace with Microsoft 365
32 out of 60
Microsoft Dynamics 365 Customer Service: 1 Hour Briefing
Cognizant
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
Customer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
33 out of 60
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
34 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.
35 out of 60
Microsoft 365 Security Assessment - 4wk Assessment
Protiviti
+1
Applicable to:
Cloud Security
Effective Analysis of CIS & NIST Benchmarking, Active Directory to Azure and Microsoft 365 Configurations
36 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.
37 out of 60
Dynamics 365 Business Central Upg: 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.
38 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.
39 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.
40 out of 60
Synergy Advisor Architecture Design Sessions (ADS) for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
41 out of 60
Data Scraping 2-Week POC
SoftServe Inc.
+1
Applicable to:
Power Automate
SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
42 out of 60
DXC Modern Workplace Implementation
DXC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
With millions working from home globally, DXC Technology helps businesses rapidly deploy, secure and scale remote working solutions. Enable your employees to work, connect and collaborate — with a mor
43 out of 60
Digital Transformation: 4-Day Proof of Concept
Billennium S.A.
+1
Applicable to:
Power Automate
Agile application: 4-day Business Process Digital Transformation
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
Value Proposal of 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 projects.
46 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
47 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.
48 out of 60
Okta to Microsoft Entra ID Migration
Performanta
+1
Applicable to:
Identity & Access Management
Performanta's Okta to Microsoft Entra ID Application Migration service will give you a controlled, seamless and secure transition to Azure AD.
49 out of 60
Copilot User Adoption: 4-6 Week Engagement
Netrix Global
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
User Adoption Jumpstart for Copilot for Microsoft 365
50 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."
One Diversified
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Organizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
51 out of 60
Rapid Application Modernization Program: 10 Wk POC
Cognizant
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
Rapid Application Modernization (RAMP) Program-Help workers do more with smarter tools customized for their role with meaningful POCs. RAMPv program focuses on Employee Experience with Microsoft Viva.
52 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.
53 out of 60
DXC OpenAI Advisory Integration Service – Modern Workplace
DXC
+1
Applicable to:
Compliance Advisory Services
Ensuring your business is positioned to compete in a world where Generative AI is poised to give a significant advantage to organizations that leverage its capabilities.
54 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
55 out of 60
Getting Started with Power BI: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
This offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
56 out of 60
TCS Cloud Operations for Digital Workplace: 1 Month - Implementation
TCS - Digital Workplace
+3
Applicable to:
Adoption & Change Management
Teamwork Deployment
Workplace Analytics
Comprehensive support for enterprises enhances Microsoft suite management, focusing on productivity and cost-efficient security with a skilled support framework.
57 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
58 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.
59 out of 60
Advisory Service for Microsoft Cloud
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Leverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
60 out of 60
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