FiltersClear all

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.

Independent Agent Performance: 2day implementationBreakpoint Technology

Agents leverage Microsoft 365 and PowerApps to manage contacts and automate business processes.

1 out of 14

Migrate to Power BIDataFactZ

DataFactZ - 12 Week Power BI Migration Consulting Package

2 out of 14

Dynamics 365 Business Central Process Review - Expert Led Efficiency & Automation AssessmentCrestwood Associates

Unlock the full potential of Business Central. This review helps SMBs move beyond GL/AP/AR to optimize financials, operations, and automation opportunities.

3 out of 14

Rapid Risk Assessment: 4-Wk AssessmentAscent Global, Inc.

Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.

4 out of 14

Secure Identity AssessmentManaged Solution

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

5 out of 14

Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot ImplementationInnova Solutions Inc.

We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes

6 out of 14

Custom Teams App: 2-Week Proof of ConceptInsiten

Accelerate the development of a custom Teams app. We will assess your business objectives, develop an architecture and development plan, and build a functional proof of concept to get you started.

7 out of 14

Power Platform Development Studio: 4-Wk ImplementationSpyglass MTG, LLC

Spyglass provides a model in which Power Apps, Power Automate, and Power BI solutions can be submitted for development with quick and efficient turn around times.

8 out of 14

BI for Financial Services: 1-Wk Proof of ConceptTeksouth Corporation

An engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.

9 out of 14

Power Platform: 1-Day ImplementationatQor

Power Platform Consulting and implementation services in your use case by Bitscape team

10 out of 14

Power BI – Power Start - 4 Week ImplementationAnblicks

Are you looking to unlock actionable analytics with Power BI? Achieve cost-effective reporting automation expert consulting services with Anblicks Power BI - Power Start.

11 out of 14

KK Copilot AdvisoryKraft Kennedy

Kraft Kennedy will lead a series of roadmap sessions to increase customer confidence with AI and then help plan a Microsoft Copilot for Microsoft 365 Proof of Concept

12 out of 14

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.

13 out of 14

CIS Config and Security: 2-Week AssessmentBBH Solutions

This assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.

14 out of 14