AppSource
Give feedback
Help + support
Saved items
Private plans
Just a moment, logging you in...
All
Apps
Categories
Industries
Consulting Services
Partners
Filters
Clear all
Your location
Products
Industries (1)
Service type
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.
Learn more >
Consulting services results for Financial Services
Showing results in consulting services.
View
related results in apps
or
related results in industry clouds
.
All results
Loan Vision: 10-Week Implementation
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
1 out of 60
Reporting Financier : 2 semaines preuve de concept
FINELOG
+1
Applicable to:
Power BI apps
Automatisez la collecte et le retraitement des données, Structurez l'information pour un usage analytique, Analysez et présentez l'information dans Power BI et Excel
2 out of 60
Low Code Apps on Teams: 5 Day Proof of Concept
Billennium S.A.
+1
Applicable to:
Power Apps
Process improvement and digital solutions for companies
3 out of 60
SharePoint Migration : 10 Weeks Implementation
ITC Infotech India Limited
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
ITC Infotech brings efficiency in virtual collaborations with seamless Microsoft SharePoint migration from legacy systems to on-premise and to cloud.
4 out of 60
Advanced Visualization with Power BI: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
Looking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
5 out of 60
Viva Connections Employee Experience Engagement: 1 Month Proof of Concept
Celebal Technologies Private Limited
+1
Applicable to:
Knowledge & Insights
Drive employee engagement with Microsoft Viva Connections by helping organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
6 out of 60
Modern Work Foundation: 4-Wk Implementation
Enlighten Designs Ltd
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
Build a solid foundation for your Modern Workplace in just 30 days
7 out of 60
Microsoft Dynamics 365 for Talent: 5-Day Workshop
Dynamics Edge
+1
Applicable to:
Finance
This instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
8 out of 60
Wragby Business Process Automation: 1-month Implementation
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Use low-code solutions to build custom apps and automate manual workflows.
9 out of 60
Power BI Premium for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
10 out of 60
Power BI: 1-Wk Implementation
Inviso Corporation
+1
Applicable to:
Power BI apps
Skip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
11 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week Implementation
Crayon US
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Collaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
12 out of 60
Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
13 out of 60
SharePoint QuickStart: 2-week Implementation
Practical Solutions, Inc
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
14 out of 60
Auditing Power BI: 1-Day Implementation
Quadrant Resource LLC
+2
Applicable to:
Power BI apps
Power Apps
Get full analytics of Power BI service usage & find how is your Consumption and Report usage .
15 out of 60
Dynamics 365 for Sales: 3-Day Implementation
Encore Business Solutions
+1
Applicable to:
Sales
A rapid deployment of Dynamics 365 for Sales, with some light customization.
16 out of 60
Hybrid Meetings and Meeting Rooms Workshop
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Helps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
17 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshop
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Our solution will help you design and create Word templates for Dynamics 365.
18 out of 60
Microsoft Power BI for Financial Services: 4-Hr Workshop
JourneyTEAM
+1
Applicable to:
Power BI apps
A packaged engagement to help financial and professional service organizations build reports and dashboards using Microsoft Power BI.
19 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Get your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
20 out of 60
Avanade Security Business Value 4-Wk Assessment FY24
Avanade, Inc.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
21 out of 60
Gestisoft Sales Accelerator
Gestisoft Inc.
+1
Applicable to:
Sales
Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
22 out of 60
Custom Intranet in Weeks: 4/6-Wk Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Develop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
23 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Designed as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
24 out of 60
Report and Dashboard Creation: 2-Day Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Accelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
25 out of 60
Dell Technologies Adoption & Change Management for Microsoft 365
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Dell Technologies ACM Services are a disciplined approach to enhancing the speed, adoption, and sustainability of business transformations.
26 out of 60
Windows 365 Cloud PC: 4-Wk Proof of Concept
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Identity & Access Management
Discover how Signal Alliance Consulting helps you get started with Windows 365, the worlds first cloud PC that helps you access your data from anywhere, anytime from any device.
27 out of 60
Migration to Power BI: 1-Day Assessment
Inviso Corporation
+1
Applicable to:
Power BI apps
This offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
28 out of 60
Microsoft 365 Copilot: Org-wide launch 6-Month Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Launch Microsoft 365 Copilot into your organisation with the help of our adoption and change management consultants
29 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 Power BI and improve your data experience!
30 out of 60
Microsoft 365: 3-Hour Implementation
true org cloud
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
Gain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
31 out of 60
Reach Frontline Workers: 3-Day Workshop
Engage Squared
+2
Applicable to:
Adoption & Change Management
Frontline Workers
Designed as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
32 out of 60
Power Apps in a Day: 1-Day Workshop
Enlighten Designs Ltd
+1
Applicable to:
Power Apps
Quickly build custom business apps to solve your business challenges
33 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.
34 out of 60
Power BI Foundation: 8-Day Assessment by BiTQ
BiTQ PTY LTD
+1
Applicable to:
Power BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
35 out of 60
Power BI Embedded for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
36 out of 60
Microsoft Viva Employee Experience aboutxtreme
aboutxtreme.com
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Microsoft Viva Employee Experience engagement provides the gateway to the modern employee and tailored learning experience targeted towards the HR and end-users.
37 out of 60
Bitscape Microsoft 365 Security Assessment: 3-Wk Assessment
Bitscape
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
Get expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
38 out of 60
Microsoft Teams Apps & Solutions: 2-Day Workshop
Engage Squared
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
With the Teams Apps and Solutions Workshop, Engage Squared will work with you to identify ways to improve workplace productivity and meet your business goals, leveraging the Microsoft Teams platform.
39 out of 60
KK Teams Calling (Voice) Implementation
Kraft Kennedy
+3
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
This implementation guides an organization through the process of implementing Microsoft Teams to serve as a reliable, high quality enterprise voice solution.
40 out of 60
Power Platform - 4 Week Assessment
Protiviti
+2
Applicable to:
Power Automate
Power Apps
Identify potential gaps and optimize your Power Platform's scalability, security and supportability across the enterprise
41 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.
42 out of 60
CustomerPortal for Dynamics 365 5wk Implementation
Intelegain Technologies
+1
Applicable to:
Business Central
Web portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
43 out of 60
Google Workspace to Microsoft 365 Migration: 3 - Week Implementation
Star Knowledge Ventures, LLP
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Streamline your organization's migration to Microsoft 365 with our expert services. Enjoy a smooth and secure transition, unlocking the full power of cloud-based productivity tools.
44 out of 60
Project Online Dashboards: 1-Day Proof of Concept
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
45 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
46 out of 60
Jobs and Project Costing: 12-Wk Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
47 out of 60
Fractional Accounting as a Service: 6-Month Implementation
Boyer & Associates
+1
Applicable to:
Business Central
Get the financial accounting help you need to reconcile bank and credit card statements from fractional accountants already skilled in Business Central.
48 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.
49 out of 60
Quickbook to Business Central: 8-Hr Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
50 out of 60
Dynamics 365 Performance Review: 5-Day Assessment
enCloud9
+2
Applicable to:
Sales
Customer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
51 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.
52 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.
53 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks Implementation
FIRSTSOURCE SOLUTIONS LIMITED
+1
Applicable to:
Power Apps
If you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
54 out of 60
Technology Envisioning: 1 day Workshop
saglobal
+2
Applicable to:
Finance
Sales
Supporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
55 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.
56 out of 60
Dynamics 365 911: 4-Hr Assessment
Fusion Alliance
+1
Applicable to:
Finance
Get immediate, actionable advice on your most pressing Dynamics 365 issues.
57 out of 60
Microsoft Teams Meeting Room - Service A
Alfa Connections Pte Ltd
+1
Applicable to:
Meeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
58 out of 60
Transform your operations: 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.
59 out of 60
Viva Glint: 8-Wk Implementation
Engage Squared
+2
Applicable to:
Frontline Workers
Knowledge & Insights
This comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
60 out of 60
Previous
5
6
7
8
9
Next