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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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Copilot workshop
Saxon Global Inc.
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
1 out of 60
Azure Virtual Desktop: 1-Week Assessment.
Dimension Data
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
Elevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
2 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
3 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
4 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.
5 out of 60
Enhancing Productivity with Microsoft 365 Copilot
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
Our packaged Copilot services is designed to help clients enhance the way they work effectively, efficiently and with ease, leveraging Microsoft 365 Copilot - Microsoft's AI powered Assistant
6 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
7 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.
8 out of 60
Avaya to Teams Phone System: 1-Wk Assessment
Altigen Communications, Inc.
+1
Applicable to:
Calling for Microsoft Teams
Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
9 out of 60
Microsoft Fabric 3-Weeks Proof Of Concept
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.
10 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.
11 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.
12 out of 60
People Experience powered by Microsoft VIVA
Capgemini Group
+1
Applicable to:
Knowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
13 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
14 out of 60
Collaborative Apps with Microsoft Teams - 2 weeks - Proof of Concept
TCS - Digital Workplace
+2
Applicable to:
Frontline Workers
Teams Custom Solutions
TCS Envision workshop enables unlock scenarios for frontline and knowledge workers to collaborate, communicate and be productive with this new norm of hybrid work using Microsoft Teams.
15 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.
16 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.
17 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
18 out of 60
PwC Sales and Marketing Ready
Pricewaterhousecoopers LLP
+3
Applicable to:
Marketing
Sales
Customer Insights
Transform front office with connected sales and marketing
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 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.
21 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!
22 out of 60
Lenovo-led POC Program: 4-Wk Proof of Concept
Lenovo Software
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
23 out of 60
Microsoft Viva Goals: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Discover how Viva Goals create a purpose-driven culture where teams align to achieve results by empowering each person to understand their impact and keep priorities top of mind.
24 out of 60
DLP Implementation and Tuning Services
INFOTECHTION
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Reduce alert volume by 70% and achieve greater granularity in DLP alert to prioritise key risks.
25 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoC
SoftServe Inc.
+1
Applicable to:
Human Resources
Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
26 out of 60
Teams LOB Application and Power Platform
Dell Technologies Services
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
Dell Technologies Consulting Services offers a variety of services for teams including onboarding, adoption & change management, calling and meetings, business applications with Power Platform.
27 out of 60
Power BI Reporting: 4-week Assessment & PoC
ITMAGINATION
+1
Applicable to:
Power BI apps
Improve your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
28 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).
29 out of 60
Microsoft 365: Strategic Roadmap development for Modern Workplace
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Unlock Your Business’s Digital Transformation Potential
30 out of 60
Copilot for Microsoft 365 Engagement
Synergy Advisors LLC
+1
Applicable to:
Adoption & Change Management
Empowering Your Organization's Success with Copilot for Microsoft 365
31 out of 60
Microsoft Copilot Studio Chatbot
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
32 out of 60
Frontline Worker Pilot (Medium – Large)
Covenant Technology Partners
+2
Applicable to:
Adoption & Change Management
Frontline Workers
Frontline Worker Proof of Concept for Medium to Large Organizations - 4-week pilot
33 out of 60
Microsoft Power Platform Assessment
Saxon Global Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
34 out of 60
Optimized SecOps leveraging 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.
35 out of 60
D365 CRM Health-Check Assessment 2 hours
Endeavour Solutions, Inc.
+3
Applicable to:
Marketing
Sales
Customer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
36 out of 60
Sogeti Intelligent Kickstart: 2 Wk Workshop
Capgemini Group
+1
Applicable to:
Power BI apps
Intelligent and quick approach to determine how client can benefit futureproof from PowerBI
37 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
38 out of 60
Dynamics 365 Business Central Workshop
Covenant Technology Partners
+1
Applicable to:
Business Central
Needs Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
39 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.
40 out of 60
Onesec Digital Identity
Secure Nextgen Systems
+2
Applicable to:
Identity & Access Management
Threat Protection
Having a Zero Trust and IGA/IAM (Identity Governance and Administration / Identity and Access Management) service offering becomes increasingly relevant
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
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.
43 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.
44 out of 60
Office 365 Managment: 1 Day Assessment
Eze Castle Integration
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
ECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
45 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
46 out of 60
Managed Extended Detection & Response for Workplace - Implementation
DXC
+1
Applicable to:
Threat Protection
Secure your business with Managed XDR for Workplace
47 out of 60
Secure Identity Assessment
Managed Solution
+1
Applicable to:
Compliance Advisory Services
Managed Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
48 out of 60
Center of Excellence: 6-Wk Implementation
SPAN d.d.
+2
Applicable to:
Power BI apps
Power Apps
Establishing a Power Platform Center of Excellence
49 out of 60
MDR for Microsoft Defender
ADEO BILISIM DANISMANLIK HIZMETLERI SAN. VE TIC. A.S.
+2
Applicable to:
Cloud Security
Threat Protection
Adeo MDR Services provide detection and response capabilities via Microsoft 365 threat protection including Defender for Identity, Defender for Endpoint, Defender for Cloud and Office 365 Security.
50 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
51 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.
52 out of 60
Symity Microsoft 365 Adoption & Training Services
SYMITY, part of Charterhouse Voice & Data Ltd
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Maximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
53 out of 60
Copilot for Microsoft 365 Your AI assistant at work Deployment
true org cloud
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Copilot for Microsoft 365 is integrated into numerous applications that you and your organization regularly utilize.
54 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
55 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.
56 out of 60
Intranet powered by Microsoft VIVA 8-week Implementation
XMS Technologies
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Implement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
57 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
58 out of 60
Alithya Dynamics 365 Customer Insights
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Customer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
59 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of Concept
Canviz
+1
Applicable to:
Power Apps
Automate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
60 out of 60
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