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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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Dynamics 365 Business Central: 1-Hr Assessment
WebSan Solutions Inc.
+1
Applicable to:
Business Central
In one hour, we can determine if Dynamics 365 Business Central is right for you.
1 out of 60
Power Platform POC 4 Week Implementation
Argano LLC
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
Modernize applications, drive intelligent automation, ensure governance, and deliver sustainable solutions
2 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
3 out of 60
Evergreen-as-a-service: 12mth Managed Service
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
A managed service designed to help organisations prepare for and deliver continuous adoption of Microsoft 365 at scale.
4 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
5 out of 60
Complete MXDR Powered by Microsoft Sentinel
KiZAN Technologies
+2
Applicable to:
Cloud Security
Threat Protection
Rapidly improve your security posture and protect against an evolving cyber threat landscape 24x7x365 with Microsoft Sentinel, Microsoft 365 Defender, and Microsoft Defender for Cloud.
6 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.
7 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.
8 out of 60
TTEC Digital Solution for Dynamics Genesys Integration: 2-Day Implementation
TTEC Digital
+3
Applicable to:
Sales
Customer Service
Field Service
Integrate Microsoft Dynamics 365 and Genesys PureCloud with InteractionSync
9 out of 60
Avanade Process Mining MVP FY24
Avanade, Inc.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Start your process mining journey to uncover actionable insights to create value for your business with Avanade's Process Mining MVP.
10 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.
11 out of 60
Avanade Microsoft Power Automate Migration Assessment
Avanade, Inc.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Assess, Plan and Execute your migration to Power Automate with Avanade’s Automation Migration Factory.
12 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.
13 out of 60
Avanade Retail Banking Accelerator for FSI Cloud FY24 WK Imp
Avanade, Inc.
+1
Applicable to:
Sales
Enhance customer experience leveraging Unified Customer Profile, Collaboration Manager, and Power Apps Pages.
14 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
15 out of 60
Accessibility as a Service: 5-Wk Implementation
Atos International SAS
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Teamwork Deployment
Offering Accessibility as a Service and effectively leveraging solutions will maximizes client investment while ensuring employees can participate to the best of their abilities.
16 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
17 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
18 out of 60
AVI-SPL MTR Pro Tier II Support: 12-Month Implementation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Get 24×7 live human technical assistance for Microsoft Teams Rooms certified device issues that cannot be resolved through Artificial Intelligence remediation
19 out of 60
LTIMindtree Customer Onboarding: 4-Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
Quick customer onboarding using PowerApps, Power Automate and AI Models .
20 out of 60
Ingram Micro - Microsoft Power Automate – Discovery Package
Ingram Micro Inc
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
21 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
22 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
23 out of 60
DXC Smart Working Spaces - Implementation
DXC
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
DXC provides capabilities to simplify the deployment and management of previously complex Audio-Visual services into a simple, repeatable, and supportable consumption model.
24 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.
25 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POC
TTEC Digital
+2
Applicable to:
Marketing
Customer Insights
Your customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
26 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr Assessment
Turnkey Tec
+1
Applicable to:
Finance
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
27 out of 60
Microsoft 365 Copilot: Test capability 12-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Test the capability of Microsoft 365 Copilot with our dedicated pilot program today.
28 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.
29 out of 60
Loan Vision: 10-Week Implementation
Bestborn Business Solutions, LLC
+1
Applicable to:
Business Central
Mortgage Industry Finance System
30 out of 60
HCL Biz Apps - Dynamics 365 Capital Markets: 1-Hr Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
HCL offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
31 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.
32 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.
33 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness Workshop
Maureen Data Systems
+1
Applicable to:
Knowledge & Insights
Maureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
34 out of 60
ACM for Teams Meetings: 12-Week Managed Service
Engage Squared
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
To deliver a targeted change program that coaches key staff to on how to best use the technology available to them and run effective Teams Meetings regardless of where they are.
35 out of 60
Microsoft 365 License Audit
Louisville Geek LLC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
The goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
36 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
37 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.
38 out of 60
Power BI Design Thinking 4-Weeks Workshop
SoftServe Inc.
+1
Applicable to:
Power BI apps
During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
39 out of 60
Alfa Connections Teams Phone – Calling Plans
Alfa Connections Pte Ltd
+1
Applicable to:
Calling for Microsoft Teams
Helping customers enable the modernize communications by adding the functionality such as making, receiving Phone calls to Microsoft Teams
40 out of 60
IAM Roadmap - 4 Weeks Assessment
Armis, Sistemas de Informação, Lda
+1
Applicable to:
Identity & Access Management
Develop an outcome-based, design-led IAM strategy to secure access to your resources with Azure identity and access management solutions.
41 out of 60
Act! CRM Migration All Enti: 4-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
42 out of 60
Wolkvox - Microsoft Teams: implementación 10 días
ELECTRICOS Y COMUNICACIONES ELECTROCOM S A S
Demostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
43 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
44 out of 60
Microsoft 365 Adoption as a Service
Seer Strategic Solutions
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Adoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
45 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
46 out of 60
D365 Sales&Marketing+CoPilot: 10Wk Implementation
Bizapp
+3
Applicable to:
Marketing
Sales
Customer Insights
Serviços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
47 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
48 out of 60
Reduce your Microsoft 365 budget and optimize the usages
Chrysalis SAS SmartView
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Technical Audit of Your Microsoft 365 Licenses and User Adoption with 365Metrics
49 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.
50 out of 60
Tableau to Power BI Migration: 3 Week Proof of Concept
Nous Infosystems Inc.
+1
Applicable to:
Power BI apps
Accelerate Tableau to Power BI migration at optimized costs with Nous.
51 out of 60
HCLTech Business Email Protection: 10-Days Implementation
HCL Technologies Limited.
+1
Applicable to:
Threat Protection
HCLTech Business Email Protection (BEP) Powered By Microsoft EOP and MDO, Enable real time Business Email Protection alerting and automated remediation for email service hosted on Microsoft platform
52 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week Implementation
Protiviti
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Jump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
53 out of 60
Defender for Endpoint Managed Service
e2e-assure Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Microsoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
54 out of 60
Microsoft 365 Copilot Services Overview: 3-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Maximise the Artificial Intelligence opportunity and prepare your organisation for Microsoft 365 Copilot
55 out of 60
CT - Microsoft 365 Copilot Readiness Assessment
Cloud Target
+3
Applicable to:
Adoption & Change Management
Cloud Security
Teamwork Deployment
Assessment in Microsoft 365 environment to enable Microsoft 365 Copilot deploy
56 out of 60
MDS Microsoft 365 Copilot Extensibility Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & Change Management
Our offer is a three-day workshop engagement that accelerates deriving more value from your organizational data using Microsoft 365 Copilot.
57 out of 60
Copilot Readiness Assessment
Concurrency, Inc.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Knowledge & Insights
Reinvent Productivity with a Copilot Readiness Assessment
58 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Concept
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
59 out of 60
Dynamics 365 ISV Solution Build: 1-Wk Assessment
ENAVATE, LLC
+1
Applicable to:
Finance
A one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
60 out of 60
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