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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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Implementation for Microsoft 365 Copilot
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
Leverage Dell’s expertise to prepare your technical environment, implement Microsoft 365 Copilot, and equip your workforce to drive productivity and efficiency to new heights.
1 out of 60
Contract Management System - 4 Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
The contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
2 out of 60
Dynamics 365 Sales & Service 10-Wk Implementation
HSO US (AKA)
+3
Applicable to:
Sales
Customer Service
Field Service
Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
3 out of 60
Copilot for Security Readiness Assessment
Performanta
+2
Applicable to:
Cloud Security
Threat Protection
Futureproof your Business Security with Microsoft Security Copilot and Performanta
4 out of 60
Unleash a whole new way of working with Microsoft 365 Copilot
Capgemini Group
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Teamwork Deployment
Start your journey towards Human-centric, AI-powered workplace with Microsoft 365 Copilot services from Capgemini
5 out of 60
Risk App Implementation
Decision Inc Immix
+2
Applicable to:
Power Automate
Power Apps
Enterprise Risk Management
6 out of 60
Wipro Copilot in a Day using Dynamics 365
Wipro Ltd
+3
Applicable to:
Sales
Customer Service
Field Service
The Wipro Copilot in a Day Workshop is designed to help clients learn generative AI for Microsoft Dynamics 365 modules, including Sales, Customer Service, Field Service and Customer Insights.
7 out of 60
Underwriter Copilot: 16-24 Weeks – Implementation
Coforge Limited
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Coforge’s proprietary framework to provide real time suggestions and recommendations to underwriters on policy /claim value of insurance application including GenAI chatbot for underwriter assistance
8 out of 60
Accenture Power Platform COE Services: 8 week implementation
Accenture
+3
Applicable to:
Supply Chain Management
Sales
Power Apps
Accenture Power Platform COE Services. Let us help discover your business needs and a roadmap to achieve the end goals.
9 out of 60
Microsoft Dynamics 365 Finance and Operations: 1 Hour Briefing
Cognizant
+3
Applicable to:
Commerce
Supply Chain Management
Finance
Advanced financial and supply chain deployment and support services for Dynamics 365 Finance and Operations
10 out of 60
Getting Started with Copilot for Microsoft 365: 3-Day Workshop
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Embrace the potential of gen AI in the modern workplace with this 3 day workshop on Copilot for Microsoft 365, which will help you jumpstart your journey into the future of AI enabled workplaces.
11 out of 60
Copilot for Microsoft 365: Organizational Deployment
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Transform how you work with Cognizant's Copilot for Microsoft 365 Organizational Deployment
12 out of 60
RPA Migration Envisioning Workshop
Sonata Software Ltd.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
10X realization with Power Automate
13 out of 60
Copilot Extensions with Cognizant Generative EX Solutions
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Revolutionize the way you work with extensions for Copilot for Microsoft 365 and Cognizant’s Generative EX solutions.
14 out of 60
KPMG Copilot for Microsoft 365 Realization
KPMG
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
KPMG firms can support your organization in realizing the value of Copilot for Microsoft 365, tailored to specific personas and scenarios.
15 out of 60
TCS Services for Microsoft Digital Contact Center : 3 week Assessment
Tata Consultancy Services Ltd - Dynamics
+3
Applicable to:
Customer Service
Customer Insights
Power Virtual Agents
A brief assessment to assess the digital transformation of the contact center for a superior customer experience
16 out of 60
Fabric 4-week Proof of Concept
iLink Systems, Inc.
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
4-week Proof of Concept to test and migrate existing workload to Microsoft Fabric
17 out of 60
Copilot for Microsoft 365 - Adoption and Change Management
Cognizant
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Get the most from Copilot for Microsoft 365 with Cognizant's Copilot for Microsoft 365 - Adoption and Change Management.
18 out of 60
TCS' Copilot for Microsoft 365 Extensibility - 4 Weeks - Implementation
TCS - Digital Workplace
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teamwork Deployment
Adapting Copilot for Microsoft 365 to your evolving business needs, fostering continuous innovation, enhancing productivity gains, and improving your competitive advantage
19 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.
20 out of 60
Process Mining Discovery & Optimization in 8 weeks
Capgemini Group
+2
Applicable to:
Power BI apps
Power Automate
Harness Process Mining for Operational Excellence
21 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.
22 out of 60
Envisioning and pilot deployment: 4 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.
23 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
24 out of 60
OPS Hub - Customer Portal Solution
Intelegain Technologies
+1
Applicable to:
Business Central
A solution for customers to track item availability, dispatches and place order realtime
25 out of 60
UST Low-Code AppDevelopment:1Day Workshop
UST Global
+1
Applicable to:
Power Apps
Low-Code App Development Workshop to accelerate your digital transformation journey built on the proven Microsoft Platforms which provides flexibility, scalability, integration capabilities.
26 out of 60
Microsoft Security Solution Strategy - 3 Hour workshop
INFOTECHTION
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Learn the best way to operate Microsoft Purview Data Security Features and build a high-level adoption strategy.
27 out of 60
Microsoft Dynamics 365 Customer & Customer Service Insights: 6 Week Implementation
Cognizant
+2
Applicable to:
Customer Service
Customer Insights
Envisioning, deployment, and support services for Microsoft Dynamics 365 Customer Service Insights
28 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
29 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
30 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
31 out of 60
Microsoft 365 Copilot Awareness and Readiness Services
DXC
+1
Applicable to:
Compliance Advisory Services
Explore the power of generative AI, natural language processing and large language models in our Advisory Workshop.
32 out of 60
Eviden Intelligent Automation 5 Weeks Proof of Concept
Eviden International France - SAS
+1
Applicable to:
Power Automate
The assessment of the automation including Process Design Document must be available as a pre-requisite and will be evaluated by Eviden to ensure it can be used as input for the POC.
33 out of 60
MDS - Microsoft Copilot for Security Workshop
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
Discover how Microsoft Copilot for Security can enhance your security operations, streamline incident response, and empower your security teams
34 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.
35 out of 60
Microsoft Fabric :1-Day Assessment
Quadrant Resource LLC
+1
Applicable to:
Power BI apps
Our implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
36 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk Assessment
Tata Consultancy Services Ltd.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
37 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.
38 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
39 out of 60
Rapid Impl BC Essential: 4-Wk Implementation
MindQuad Solutions Private Limited
+1
Applicable to:
Business Central
A Rapid Implementation package of Business central Essential to configure & use core modules of Dynamics 365 Business central like Purchase, Sales & Accounting.
40 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.
41 out of 60
Process Mining: Discovery & Design Workshop
Cognizant
+1
Applicable to:
Power Automate
Unlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
42 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.
43 out of 60
Atos || Microsoft Windows 365 Pilot
Atos International SAS
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Atos Microsoft Windows 365 7 days engagement pilots hybrid work scenarios in customer environments using Windows 11, enabling the implementation of configurations and Intune policies for CloudPC.
44 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.
45 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.
46 out of 60
Exigo Tech : Microsoft 365 Copilot Readiness Assessment and Workshop
Exigo Tech Pty Ltd
+1
Applicable to:
Adoption & Change Management
Microsoft 365 Copilot readiness assessment and workshop, a comprehensive solution to maximize the value of Microsoft 365.
47 out of 60
Barracuda Office 365 email-based security
Crayon
+1
Applicable to:
Threat Protection
Barracuda Email Protection is a comprehensive, easy-to-use solution that delivers gateway defense, API-based inbox defense, incident response, data protection, and compliance capabilities.
48 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..
49 out of 60
Fabric Copilot: 1-day workshop
iLink Systems, Inc.
+1
Applicable to:
Power BI apps
1-day Workshop: Prepare Your Data to Get the Most of Copilots and AI in Microsoft Fabric
50 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.
51 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!
52 out of 60
Power BI Embedded App Template
Skypoint
+1
Applicable to:
Power BI apps
The Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
53 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
54 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
55 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
56 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.
57 out of 60
Office 365 Migration Services - Implementation
Communication Square LLC
+3
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
Workplace Analytics
This 4-week implementation is structured to assist customers in smoothly transitioning to Office 365, offering comprehensive migration services and requisite training.
58 out of 60
RPA Migration Factory
Sonata Software Ltd.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Migration factory with Power Automate
59 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.
60 out of 60
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