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Consulting services results for Financial Services
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Microsoft 365 App Enhancement: 4-week workshopCX UnicornA comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
1 out of 60
Teams Telephony: 8-Days ImplementationOfficeline SALearn how to upgrade your communication capabilities of your employees, by providing the ability to make and receive external calls.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
2 out of 60
App in a Day: 1-Day-Workshopadesso SEMicrosoft Power Platform Enablement and Developing an Application with Power Automate and Power Apps within one day
+1
Applicable to:
Power Apps
3 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
+2
Applicable to:
Sales
Customer Service
4 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, IncEstablish a clear roadmap and change management plan for your journey to a modern workplace.
Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
5 out of 60
Microsoft365 Adoption Services: 10-Wk ImplementationatQorChange adopt leveraging Microsoft 365 offerings by migrating and managing your existing productivity environment and Devices and achieve modernization.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
6 out of 60
Viva Insights Overview: 1-hour BriefingLingaroLearn what Microsoft Viva Insights is, how it works. Get familiar with key features
+1
Applicable to:
Workplace Analytics
7 out of 60
Threat Protection Engagement - Security Assessment & Strategy: 4-week assessmentArmis, Sistemas de Informação, LdaThe engagement will help customers assess their organization's security landscape and address your most pressing security goals and challenges
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
8 out of 60
DIGITAL WORKSPACE 8-week ImplementationOrange Business Services B.V.Microsoft 365 Modern Workplace implementation for SMB+ customers
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
9 out of 60
Power Platform: 4 weeks of Governance workshopBusiness ElementsEnsure buy-in across your organization with visual assets and immersive experiences
+1
Applicable to:
Power Apps
10 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaroLeverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
+1
Applicable to:
Workplace Analytics
11 out of 60
Activate Digital Selling: 4 hour virtual workshopsaglobalDigital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
+2
Applicable to:
Sales
Power Apps
12 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
13 out of 60
Business Process Review: 2 hour Pre-AssessmentsaglobalTailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
+1
Applicable to:
Power Apps
14 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
+1
Applicable to:
Marketing
15 out of 60
CRM in Banking: 1- Day Briefing by Cluster ReplyReplyA 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
+3
Applicable to:
Marketing
Sales
Customer Service
16 out of 60
Columbus Catalyst, 1-day Envisioning WorkshopUAB OIXIOBuild, plan, and execute business transformation strategies with a proven, innovative approach from Microsoft Catalyst
+1
Applicable to:
Business Central
17 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaroAccelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
+1
Applicable to:
Workplace Analytics
18 out of 60
Technology Envisioning: 1 day WorkshopsaglobalSupporting 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
+2
Applicable to:
Finance
Sales
19 out of 60
Digital Transformation: 1 day Business AssessmentsaglobalDriving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
+2
Applicable to:
Finance
Sales
20 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbHGestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
+3
Applicable to:
Sales
Customer Insights
Power Apps
21 out of 60
Security Configuration Maintenance 2-Wks ImpInsight Technology SolutionsA monthly Security Configuration Maintenance Service. This service will help to secure end-user devices more effectively based on Insight and Microsoft Security best practices.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
22 out of 60
Microsoft 365 Migration - 3 week implementationFermoriteMigrate your mailboxes and file server shares to Exchange Online and Sharepoint Online.
+1
Applicable to:
Teamwork Deployment
23 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
24 out of 60
Insight Digital Workspace; 5 day implementationInsight Technology SolutionsThe Insight Digital Workspace™ powered by Microsoft Office 365, intelligently streamlines daily interactions with contextual awareness and relevant information to enhance workforce productivity
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
25 out of 60
Beyond Siebel CRM - 4 Wochen BewertungDIGITALL Nature Germany GmbHMigration Ihres Siebel CRMs zu Microsoft Dynamics 365
+3
Applicable to:
Marketing
Sales
Customer Service
26 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITEDWork From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
27 out of 60
DSGVO für Dynamics 365 - 10 Tage ImplementierungDIGITALL Nature Germany GmbHDas DIGITALL DSGVO Add-on sorgt f ür eine sichere Umsetzung der DSGVO Vorgaben, zur datensicheren Benutzung Ihrer Dynamics 365 Umgebung
+3
Applicable to:
Marketing
Sales
Customer Service
28 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services IncOne Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
+1
Applicable to:
Power Apps
29 out of 60
Power BI Governance: 4 weeks workshopMDW Partners SAIn this 4 weeks workshop you will receive a clear overview of governance in PowerBI, giving you a full overview of the online platform.
+1
Applicable to:
Power BI apps
30 out of 60
Modern-Workplace Program Mgmt: 10wk implementationPwC SwitzerlandRun your digital workplace projects efficiently, as integral part of a business transformation based on Microsoft 365
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
31 out of 60
Microsoft 365 Protect your Workplace AssessmentPwC SwitzerlandIncreasingly complex cyber-attacks and are pushing companies’ cybersecurity capabilities to the limits. Traditional strategies to protect your environment need to be replaced
+3
Applicable to:
Cloud Security
Identity & Access Management
Insider Risk
32 out of 60
Reg. compliance and Data Privacy Assessment: 3-wkPwC SwitzerlandFind and review relevant regulations and data privacy requirements for your company and translate it into technical requirements for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
33 out of 60
Microsoft 365 Maturity Assessment: 1-wk AssessmentPwC SwitzerlandIs your company ready to join a digital workplace experience? What steps need to be taken and what dependencies are crucial for making your digital workplace project successful?
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
34 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.AThe Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
+1
Applicable to:
Finance
35 out of 60
Microsoft Cloud App Security Workshopscopewyse gmbhNach dem Workshop verfügen die Teilnehmer über die notwendigen Basiskenntnisse für die Konfiguration und Nutzung von Microsoft Cloud App Security.
+2
Applicable to:
Cloud Security
Identity & Access Management
36 out of 60
Power Apps Starter - 3 days workshopELCA Informatique SAThis workshop will help you to implement a Low Code solution designed according to your organizations needs. You will be the co-creator and learn by doing.
+1
Applicable to:
Power Apps
37 out of 60
CRM in Insurance: 1- Day BriefingReply DE1-day introduction to CRM solution in Insurance companies regarding Sales, Marketing & Customer Care processes.
+3
Applicable to:
Marketing
Sales
Customer Service
38 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply DE1-day introduction to marketing solutions using Microsoft Dynamics for Marketing product to support digital communications and CRM processes (from Sales to Service)
+1
Applicable to:
Marketing
39 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.AFramework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
+1
Applicable to:
Marketing
40 out of 60
Microsoft 365: 3-D ImplementationatworkAccelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
+2
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
41 out of 60
Microsoft Viva: 2-Days AssessmentatworkEnhance your employee experience and engagement with Microsoft Viva
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
42 out of 60
Teams Voice: 1-week AssessmentiCubedThis assessment gives you a clear picture of your infrastructure requirements for using Microsoft cloud voice services.
+1
Applicable to:
Calling for Microsoft Teams
43 out of 60
Security Assessment: 1-D WorkshopatworkThe Security Assessment Workshop will support you in focusing on your priorities and security strategy, discovering current threats, learning about Microsoft's security tools and planning next steps.
+3
Applicable to:
Cloud Security
Identity & Access Management
Insider Risk
44 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
Sirrus Startup - 1 week ImplementationChrisons Co. LtdIn this consolidated, highly optimized package, we give you a little bit of everything and a whole lot of just what you need to launch your business the right way.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
46 out of 60
Workplace Management - 1 day WorkshopSwiss IT Professional AGWorkshop for Workplace Deployment and Management
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
47 out of 60
DXC Modern Workplace ImplementationDXCWith millions working from home globally, DXC Technology helps businesses rapidly deploy, secure and scale remote working solutions. Enable your employees to work, connect and collaborate — with a mor
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
48 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
49 out of 60
Intelligent Collaboration Services ImplementationDXCIncrease employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
50 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
51 out of 60
Sustainability Reporting & Controlling 1-day WSpmOne AGcreate a simple sustainability dashboard in power bi
+1
Applicable to:
Power BI apps
52 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to:
Sales
Customer Service
Field Service
53 out of 60
PowerApps Portals Health Check 2-Day AssessmentReply DEAnalyse der Performance und konkrete Empfehlungen für Optimierungs-Möglichkeiten
+1
Applicable to:
Power Apps
54 out of 60
Endpoint Management Service: 3-hours WorkshopPEAKUPEnterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
+3
Applicable to:
Device Deployment & Management
Information Protection & Governance
Mobile Device Management
55 out of 60
HCLTech Biz Apps - Dynamics 365 for InsuranceHCL America Inc_HCLTA robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
+3
Applicable to:
Sales
Customer Service
Power BI apps
56 out of 60
Data Management Strategy: 6-Wk AssessmentHSO Six week assessment leveraging data centricity, data analysis and business insights techniques via Power BI to transform data into intelligent actions; business models; and strategy to monetize data.
+2
Applicable to:
Power BI apps
Power Automate
57 out of 60
Power BI Training: 1-week workshopAvvale S.p.A.The course is designed for business users who are already dealing with data analysis, normally carried out by classical instrument, such as Excel, using tools such as graphs and Pivot tables
+1
Applicable to:
Power BI apps
58 out of 60
Columbus IFRS16: 4-Wk ImplementationUAB OIXIOEnsure your financial reporting compliance with Columbus IFRS16 4-week implementation services consisting of diagnostic workshops, implementation and trainings
+1
Applicable to:
Business Central
59 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
+1
Applicable to:
Power Apps
60 out of 60