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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 Collaboration & Productivity Managed Service
Teksystems, Inc.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Frontline Workers
TEKsystems can help you determine how Microsoft 365 solutions can benefit your company and which options will complement your business processes and needs.
1 out of 60
Microsoft Intune: 4-Wk Implementation Services
TechNet UC LLC
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Microsoft Intune Design and Deployment Services
2 out of 60
Microsoft Sentinel Security Consulting Service
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Microsoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
3 out of 60
Workshop : Build your custom Copilot using Generative & Conversational AI
Compusoft
+1
Applicable to:
Power Virtual Agents
In the one-day workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
4 out of 60
Dell Technologies Services for Microsoft Teams
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Services offers a variety of services for Microsoft Teams including onboarding, adoption & change management, calling and meeting services along with Teams Rooms implementation.
5 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
6 out of 60
HCLTech's PDOC Digital Workplace Migration and Modernization Services
HCL Technologies Limited.
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Teamwork Deployment
HCLTech offers a rich portfolio of services for the implementation and migration to Microsoft 365
7 out of 60
Microsoft Power Platform CoE - 6 wks. Implementation
TCS - Digital Workplace
+1
Applicable to:
Power Apps
End-to-end implementation of Microsoft Power Platform Governance includes analysis of platform tenant based on Governance guidelines and deployment of solution.
8 out of 60
HR Analytics (Based on PowerBI): 10-Days Implementation
Mayasoft Bilgi Sistemleri A.S.
+1
Applicable to:
Power BI apps
HR insights tool using Microsoft Power BI for strategic decision making. Data-driven decisions to attract, manage, and retain employees improve ROI and create better work environments
9 out of 60
Microsoft Purview Info Protection & Gov: 12 Weeks Implementation
Wipro Ltd
+1
Applicable to:
Information Protection & Governance
Discover your sensitive data in a hybrid environment to identify potential risks and implement adequate controls to safe guard your data leveraging Microsoft Purview Unified data governance.
10 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.
11 out of 60
Microsoft Defender for Business Managed Service: Monthly MDR
e2e-assure Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Maximise your investment in Microsoft Defender for Business with our 24/7 detect & respond services.
12 out of 60
Bank Guarantee Collaboration controls 6 week POC
Capgemini Group
+2
Applicable to:
Power Automate
Power Apps
Empowers employees to orchestrate end-to-end processes across your bank to review, comment, & finalize the contract, resulting in increased productivity & a significant reduction of operational risk.
13 out of 60
Avanade Process Mining MVP FY24
Avanade, Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Start your process mining journey to uncover actionable insights to create value for your business with Avanade's Process Mining MVP.
14 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day Workshop
Epiq Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
15 out of 60
Catalyst Envisioning: 1 Week Workshop
Cognizant
+2
Applicable to:
Customer Service
Power Apps
A design thinking lead workshop to envision the most impactful digital transformation for your business
16 out of 60
Dynamics 365 Business Central Polish Localization: 6-days Implementation
Alna Business Solutions Sp. z o.o.
+1
Applicable to:
Business Central
Implementation standard Polish Localization functionality in Dynamics 365 Business Central. The service may be of interest to companies that start their operations in Poland and would like to roll-out
17 out of 60
D365 Customer Service: 10+ Week Implementation
CRM Dynamics Limited
+1
Applicable to:
Customer Service
Full Implementation of Dynamics 365 for Customer Service
18 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
19 out of 60
Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk Assessment
Lighthouse Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
This assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
20 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
21 out of 60
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.
22 out of 60
Prepárate para Microsoft Copilot con ENCAMINA: Assesment 3 semanas
ENCAMINA S.L.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Obtén un assessment integral: análisis de información, optimización de arquitectura y seguridad, más plan de comunicación y Road Map personalizado
23 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.
24 out of 60
Avanade Copilot for Microsoft 365 Security Accelerator
Avanade, Inc.
+1
Applicable to:
Information Protection & Governance
Identify and protect data in preparation for Copilot for Microsoft 365 enablement.
25 out of 60
SMB Customer Onboarding: 6 wk Implementation
Capgemini Group
+3
Applicable to:
Finance
Power Automate
Power Apps
Capgemini’s SMB Customer Onboarding solution accelerator extends the value of Microsoft Cloud for Financial Services by automating and fast-tracking SMB and SME Customer Onboarding processes.
26 out of 60
Dynamics 365 Business Central: 10Hr Implementation
true org cloud
+1
Applicable to:
Business Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
27 out of 60
OneShield
Secure Nextgen Systems
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Identity & Access Management
The Oneshield is a security solution as designed to support the client by delivering value
28 out of 60
Microsoft 365 Security Health Check: 3 day Assessment
ISCG SP Z O O
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
Microsoft 365 is a multi-layer solution with the right security policies you can block over 99.9 percent of account compromise attacks!
29 out of 60
Active Directory Security on Demand
Comtrade System Integration
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
Discover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
30 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
31 out of 60
Get started with AI and Microsoft 365 Copilot: 1-Hr Workshop
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Teamwork Deployment
SA Consulting can help you in enabling an AI-Powered Organisation by leveraging AI within Microsoft 365 Copilot, ensuring compliance and governance, and increasing productivity.
32 out of 60
Microsoft 365 Security Health Check Assessment 3-Wk
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
33 out of 60
Custom Power BI Visuals: 1-Hour Briefing
MAQ Software
+1
Applicable to:
Power BI apps
Struggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
34 out of 60
Business Process Automation: 1-Day Assessment
Creospark Consulting Services Inc
+1
Applicable to:
Power Apps
One Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
35 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
36 out of 60
AvePoint Policies & Insights: 10-Days Assesments
IT-Dev sp. z o.o.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
Assesment's outcomes: • Enable centralized reporting on Microsoft 365 security. • Discover potential risks and exposed content. • Enforce policies and automatically remediate security breaches!
37 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.
38 out of 60
Introducing Copilot for Microsoft 365: 1-hour Workshop
The Cloud Factory EMEA Ltd.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
39 out of 60
Finance Ready
Pricewaterhousecoopers LLP
+3
Applicable to:
Finance
Project Operations
Power BI apps
Adopt a modern digital finance foundation with minimal disruption.
40 out of 60
Power BI Design Thinking 4-Weeks Workshop
SoftServe Inc.
+1
Applicable to:
Power BI apps
During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
41 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.
42 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
43 out of 60
Institutional client onboarding with real time KYC – 1 hour briefing
Happiest Minds Technologies Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This briefing session aims to focus on potential challenges during the institutional client onboarding process and highlight the unique features of the solution to address those challenges..
44 out of 60
E-Suite Discovery Offerings - 2Wk Assessments EDO
Synergy Advisors LLC
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Introducing Synergy Advisors E-Suite - Microsoft E5 Better Together Quick Assessment -> Impactful Quick Results [Cybersecurity - Data Protection, Compliance and Secure Collaboration]
45 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.
46 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.
47 out of 60
AVI-SPL MTR Pro Tier II Support: 12-Month Implementation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Get 24×7 live human technical assistance for Microsoft Teams Rooms certified device issues that cannot be resolved through Artificial Intelligence remediation
48 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.
49 out of 60
Accenture Bus Apps & Power Platform Consulting Svc: 8 Wk Assessment
Accenture
+1
Applicable to:
Power Apps
Business Applications and Power Platform Consulting Workshop. Discover and identify business needs and a roadmap to reach the end goal.
50 out of 60
IAM Roadmap - 4 Weeks Assessment
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Identity & Access Management
Develop an outcome-based, design-led IAM strategy to secure access to your resources with Azure identity and access management solutions.
51 out of 60
Avanade Modern Sec Ops FY24
Avanade, Inc.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
To deal with today’s cyber threats we develop a modern based soc approach on Microsoft Sentinel delivering a robust solution to allow early detection of attacks, advanced analysis of security incident
52 out of 60
AX 2009/2012 Upgrade to Dynamics 365 Finance and Operation - Supply Chain Management: 12-Week Implementation
Maison Consulting & Solutions
+2
Applicable to:
Supply Chain Management
Finance
Accelerate your digital transformation with Microsoft Dynamics 365 F & O and SCM. On Cloud or On-Premise, we excel in both.
53 out of 60
Automate Repetitive Processes with Robotic Process Automation (RPA)
Ha-Shem Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This offer helps organizations automate Repetitive Processes with RPA, or Simply Bots. Bots are any set of applications used to capture data and manipulate applications to perform repetitive tasks.
54 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.
55 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
56 out of 60
KPMG Employee Experience enabled by Microsoft Viva
KPMG
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
KPMG & Microsoft Viva Employee Experience collaboration ( Design and implementation)
57 out of 60
Wolkvox - Microsoft Teams: implementación 10 días
ELECTRICOS Y COMUNICACIONES ELECTROCOM S A S
Demostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
58 out of 60
Power Platform: App in a Day
MAQ Software
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Overwhelmed by time-consuming software development? Discover the ease of custom app creation in just one day with our workshop.
59 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.
60 out of 60
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