FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Launch Dynamics: 8-Hr ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
+1
Applicable to:
Business Central
1 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
2 out of 60
Viva Learning Quick-Start: 6-Wk ImplementationEngage SquaredViva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
3 out of 60
CEM Dynamics 365 Upgrade: 3-Day AssessmentCEM Business Solutions IncAre you using Microsoft Dynamics AX? Are you considering a Microsoft Dynamics 365 Upgrade? This 3-day assessment will quantify the time, effort, and cost required to make the move.
+1
Applicable to:
Finance
4 out of 60
Custom Teams App Development: 1-Hour BriefingInsitenAccelerate the development of a custom Teams app. We will assess your business objectives, explore the Teams development platform, and provide you with a high-level architecture and development plan.
+1
Applicable to:
Teams Custom Solutions
5 out of 60
Microsoft Endpoint Management (Intune): 8 Week ImplementationSIMPLICITY IT INC.Our 8 week Intune Implementation is designed to help customers with Microsoft 365 Business Premium or Enterprise E3 or E5 to fully utilize Intune that is INCLUDED in the licensing
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
6 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital WorkplaceAddresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
7 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology GroupIs Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
+1
Applicable to:
Business Central
8 out of 60
Teams Phone System - 4 Wk ImplementationCarousel Industries of North America, Inc.Microsoft Teams Phone System Planning and Implementation
Teams Direct Routing
Phone System
Cloud Accelerator Teams Workshops
Cloud PBX
+1
Applicable to:
Calling for Microsoft Teams
9 out of 60
Security & Compliance Readiness: 2-Wk. AssessmentiCorps Technologies, InciCorps Security and Compliance Services provide a complete security assessment of your Microsoft platform and integrated services.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
10 out of 60
MCI Transition to Cloud: 2-Day WorkshopCB5 SolutionsThe Cloud Transition workshop helps customers envision agile work scenarios and how to enable the organization to be productive and transition to the cloud with Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Meetings for Microsoft Teams
11 out of 60
AI-enhanced Microsoft Maturity Assessment and AdvisoryPunchcard Systems Inc.Baseline your Microsoft 365 maturity and build a clear, actionable roadmap. Our AI-enhanced Microsoft Maturity Assessment evaluates 8 core competencies and delivers prioritized recommendations.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
12 out of 60
Dynamics 365 Sales: Implementation, Support, and Adoption ServicesClaranetTransform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
+3
Applicable to:
Sales
Power Automate
Power Apps
13 out of 60
Dynamics GP to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics GP investment to the cloud by taking advantage of discount pricing for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
14 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:
Business Central
15 out of 60
Dynamics 365 for Sales: 3-Hr Implementationtrue org cloudGet help with the set up and migration of Dynamics 365 for Sales
+1
Applicable to:
Sales
16 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
17 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologiesEnable your team to work securely and productively using Microsoft 365 best practices.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
18 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
19 out of 60
Automation Discovery: 4-Wk AssessmentFuture WorkforceIdentify & assess opportunities for automation
+1
Applicable to:
Power Automate
20 out of 60
Viva Readiness Review: 1-Week AssessmentCircle T Industries Pty LtdDiscover how Microsoft Viva can fit into your organization with a review of your Microsoft 365 Investment and Utilisation.
+1
Applicable to:
Knowledge & Insights
21 out of 60
Microsoft 365 OnDemand - 2 Week ImplementationProtivitiMicrosoft 365 On Demand Support - providing you with dedicated experts to support and maintain your Microsoft 365 environment
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
22 out of 60
Business Central Currency: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your Multicurrency readiness in Microsoft Dynamics 365 Business Central, interview you and show an example of currencies, exchange rates, and automating their update.
+1
Applicable to:
Business Central
23 out of 60
Retail Kiosk Program Workshop - 5 DaysCB5 SolutionsA secure kiosk management solution built for Zebra, Android and iOS devices in retail and finance services.
+3
Applicable to:
Frontline Workers
Identity & Access Management
Threat Protection
24 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLCTest drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
+1
Applicable to:
Finance
25 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:
Business Central
26 out of 60
Employee Experience w/Viva Workshop-3 DayKiZAN TechnologiesDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
27 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
28 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:
Sales
29 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTDAccess your shared files from anywhere on any device without the hassle of a VPN
+1
Applicable to:
Teamwork Deployment
Microsoft 365 License Optimization:1-hr AssessmentFrontier Technology, LLCReview current state of Microsoft Cloud Services plans and subscriptions. Optimize to a "Cloud first" business model that is potentially more cost effective.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Identity & Access Management
31 out of 60
CIS Config and Security: 2-Week AssessmentBBH SolutionsThis assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.
+1
Applicable to:
Compliance Advisory Services
32 out of 60
Employee Experience w/Viva Insights Workshop-3 DayKiZAN TechnologiesDiscover Microsoft Viva Insights that help individuals, managers, and leaders gain personalized insights and actionable recommendations that help everyone in the organization thrive.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
33 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologiesEvaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
34 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:
Threat Protection
35 out of 60
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLCA free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
+1
Applicable to:
Power Apps
36 out of 60
Yammer Optimized Adoption: 5-Week ImplementationKiZAN TechnologiesImprove employee engagement by leveraging communities in Yammer. Start today with proper planning and pilot.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
37 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:
Business Central
38 out of 60
Better Collaboration w/ Teams Free 1/2 Day AssmntNew Era TechnologyWill Microsoft Teams work for your organization - our free assessment will let you know.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
39 out of 60
SkySuite: Microsoft 365 Managed ServiceAgio, Inc.Technology is the last thing you want to think about as a startup or small fund. We make it easy with Agio SkySuite, your IT-as-a-Service solution that ensures a footprint in the public cloud.
+1
Applicable to:
Adoption & Change Management
40 out of 60
Financial Services 1 Day Compliance AssessmentXantrionA compliant modern workplace environment for financial service firms managed by experts.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
41 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify DotsStreamline insurance service with AI-driven case management and omni-channel customer support.
+2
Applicable to:
Customer Service
Power Pages
42 out of 60
Dynamics 365 Business Central Process Review - Expert Led Efficiency & Automation AssessmentCrestwood AssociatesUnlock the full potential of Business Central. This review helps SMBs move beyond GL/AP/AR to optimize financials, operations, and automation opportunities.
+2
Applicable to:
Business Central
Power BI apps
43 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SASConsultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
44 out of 60
Copilot Studio Helpdesk ServicesCompusoftGet expert assistance to resolve issues, build custom AI agents, and optimize Microsoft Copilot Studio for your enterprise needs.
+1
Applicable to:
Power Virtual Agents
45 out of 60
Test_OTP_Transactale_ProfSTest PMC 2 PCThis is a test offer to test the transactable Prof Service.
+3
Applicable to:
Analytics
AI + Machine Learning
Backup
46 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
47 out of 60
Contract Management System - 4 Weeks ImplementationLTIMindtree LimitedThe contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
+2
Applicable to:
Power Automate
Power Apps
48 out of 60
People Experience powered by Microsoft VIVACapgemini GroupImprove Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
+1
Applicable to:
Knowledge & Insights
49 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK AssessmentKinlyHelping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
50 out of 60
Accenture Power Platform COE Services: 8 week implementationAccentureAccenture Power Platform COE Services. Let us help discover your business needs and a roadmap to achieve the end goals.
+3
Applicable to:
Supply Chain Management
Sales
Power Apps
51 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinlyWorking together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
52 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week WorkshopVirteva LLCEmpower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
+3
Applicable to:
Identity & Access Management
Knowledge & Insights
Mobile Device Management
53 out of 60
Microsoft Power Platform Solution build: 4-weeks ImplementationSignal Alliance Technology HoldingLet's help you develop your business apps and process automation on Power Platform for your Organization
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
54 out of 60
Accenture Bus Apps & Power Platform Consulting Svc: 8 Wk AssessmentAccentureBusiness Applications and Power Platform Consulting Workshop. Discover and identify business needs and a roadmap to reach the end goal.
+1
Applicable to:
Power Apps
55 out of 60
Cloud Endpoints (Modern End Point Management): 3-Month ImplementationTEKsystems Global Services LLCAccelerate customer entry into Modern Workplace. Focus on Azure, Intune and Autopilot technologies. Build multifaceted strategy roadmaps that consider short and long term advance in maturity.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Mobile Device Management
56 out of 60
Dell Technologies Adoption & Change Management for Microsoft 365Dell Technologies ServicesDell Technologies ACM Services are a disciplined approach to enhancing the speed, adoption, and sustainability of business transformations.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
57 out of 60
Dell Technologies Services for Microsoft TeamsDell Technologies ServicesDell Technologies Services offers a variety of services for Microsoft Teams including onboarding, adoption & change management, calling and meeting services along with Teams Rooms implementation.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
58 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."One DiversifiedOrganizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
59 out of 60
Predica Power Platform KickStarter 2-Weeks AssesmentPredicaMake your first steps with Power Platform and verify the value.
+1
Applicable to:
Power Apps
60 out of 60