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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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DXC Modern Workplace Implementation
DXC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
With 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
1 out of 60
Building your Employee Experience: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
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
2 out of 60
Microsoft Teams Frontline: 6m Implementation
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
We will work with you to discover how Microsoft 365 and Teams can enhance the employee experience for frontline workers, and offer you a tailored solution to suit your business needs.
3 out of 60
Design Sprint :4 -Day Workshop
Billennium S.A.
+2
Applicable to:
Power Automate
Power Apps
The offer is a 4-day workshop during which you define the need and solution in the operator of a Microsoft Power Platform
4 out of 60
Automation Discovery: 4-Wk Assessment
Future Workforce
+1
Applicable to:
Power Automate
Identify & assess opportunities for automation
5 out of 60
Microsoft 365 Migration: 10-Wk Implementation
Neway Technologies
+2
Applicable to:
Cloud Security
Power Platform for Teams
Successfully migrate your Microsoft 365 environment to a managed services model.
6 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
7 out of 60
Power BI Reporting and Analytics: 2-Day Assessment
Crowe LLP
+1
Applicable to:
Power BI apps
Are you surrounded by data, but still making all of your business decision based on feelings? Review current data state, analyze future plans for data and lead a hands-on Power BI Proof of Concept.
8 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
9 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.
10 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.
11 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
12 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.
13 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.
14 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.
15 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.
16 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.
17 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.
18 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.
19 out of 60
Microsoft Viva Goals: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Discover how Viva Goals create a purpose-driven culture where teams align to achieve results by empowering each person to understand their impact and keep priorities top of mind.
20 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.
21 out of 60
Power Apps & Your Business: 3-Day Proof of Concept
XRM Vision
+1
Applicable to:
Power Apps
Starting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
22 out of 60
Defend, Protect, Secure with Microsoft Defender XDR
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Take the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
23 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month Implementation
Wavestone
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
With Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
24 out of 60
We Do The Work Package: 1-Wk Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
A service that allows you to relax and let us handle everything in implementing Dynamics 365 Business Central.
25 out of 60
Test Automation: 3-Day Proof of Concept
Pragmasys Consulting
+3
Applicable to:
Sales
Customer Service
Power Apps
An interactive collaboration to enable Test Automation for any one MS Dynamics CRM module, thereby ensuring higher productivity and cost optimisation
26 out of 60
Sales in a Box: 3-Wk Implementation
C Centric Solutions Pvt Ltd
+1
Applicable to:
Sales
Turbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
27 out of 60
D365 Customer Service: 10+ Week Implementation
CRM Dynamics Limited
+1
Applicable to:
Customer Service
Full Implementation of Dynamics 365 for Customer Service
28 out of 60
Beyondsoft Power BI: 4-Day Proof of Concept
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
Harness the power of Microsoft Power BI for your business
29 out of 60
HPT Secure Identities and Access_03 days workshop
HPT Vietnam Corporation
+2
Applicable to:
Identity & Access Management
Mobile Device Management
With identity attacks on the rise, this workshop will show you how to stop tomorrow’s data breaches by securing identities today.
30 out of 60
Wc-PC- Wragby Cloud PC
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Cloud Security
Device Deployment & Management
Identity & Access Management
The Wragby Cloud PC is our consulting service designed to provide a new solution for organizations with the productivity, security, and collaboration benefits of Windows 365.
31 out of 60
Unified Endpoint Mgmt. - 6 Weeks - Implementation
TCS - Digital Workplace
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Threat Protection
TCS Unified Endpoint Management combines Microsoft Intune, Microsoft Defender for Endpoint and Configuration Manager solutions to provide modern management of endpoints with a Zero Trust strategy.
32 out of 60
Financial Services Viva Listening - 3 day Workshop
Point B
+3
Applicable to:
Knowledge & Insights
Power Platform for Teams
Workplace Analytics
Discover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
33 out of 60
Dynamics 365 for Sales: 12-Wk CRM Migration
TrimaxSecure
+1
Applicable to:
Sales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
34 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.
35 out of 60
SMART Corporate Portal: 2-wk Implementation
SMART business LLC
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
We provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
36 out of 60
SkySuite: Microsoft 365 Managed Service
Agio, Inc.
+1
Applicable to:
Adoption & Change Management
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.
37 out of 60
InfoPath to Power Apps : 2hrs Free Workshop
UST Global
+1
Applicable to:
Power Apps
2hrs Free Workshop with UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
38 out of 60
Teams Phone System - 4 Wk Implementation
Carousel Industries of North America, Inc.
+1
Applicable to:
Calling for Microsoft Teams
Microsoft Teams Phone System Planning and Implementation Teams Direct Routing Phone System Cloud Accelerator Teams Workshops Cloud PBX
39 out of 60
Power Platform Hands-On: 2-Day Workshop
Confluent
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
40 out of 60
Microsoft Endpoint Management - 2 Days Workshop
mscloud sp z o.o.
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Teamwork Deployment
Microsoft Endpoint in conjunction with Samsung phones. We deliver and configure a ready solution in the field of security and management of Samsung mobile devices.
41 out of 60
Office 365 Managment: 1 Day Assessment
Eze Castle Integration
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
ECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
42 out of 60
Pure Discovery: Workshop
Pure Company Sp. z o.o.
+1
Applicable to:
Power BI apps
1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
43 out of 60
Aseguramiento de ciberseguridad: taller 4 semanas
Sofistic Colombia SAS
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
44 out of 60
EMS 4-Week Implementation
KTL Solutions
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
KTL’s Enterprise Mobility and Security (EMS) solution provides mobile device endpoint security, data loss prevention, increased productivity, mobile content management and reduced technology overhead.
45 out of 60
Solution Assessment for Security: 30 Day
Concurrency, Inc.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
An assessment to evaluate security posture, identify potential vulnerabilities and risks, and provide mitigation recommendations.
46 out of 60
Digital Selling Exp. for FS 6 week implementation
Capgemini Group
+1
Applicable to:
Power Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
47 out of 60
Viva Goals Discovery Workshop - 1 day assessment
XRM Vision
+1
Applicable to:
Workplace Analytics
XRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
48 out of 60
Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk Assessment
Lighthouse Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
This assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
49 out of 60
Rapid Application Modernization Program: 10 Wk POC
Cognizant
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
Rapid Application Modernization (RAMP) Program-Help workers do more with smarter tools customized for their role with meaningful POCs. RAMPv program focuses on Employee Experience with Microsoft Viva.
50 out of 60
teams_premium_AI_readiness_workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Elevate your capabilities in planning, deploying, securing, utilizing, and governing Teams Premium in the enterprise.
51 out of 60
Power BI Training: 1-Day Workshop
EBIS SP. Z.O.O.
+1
Applicable to:
Power BI apps
1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
52 out of 60
Real Data Power BI: 1-Wk Proof of Concept
Clouds On Mars
+1
Applicable to:
Power BI apps
An engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
53 out of 60
Microsoft 365: 2-Week Assessment
Practical Solutions, Inc
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
Establish 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.
54 out of 60
Financial Reporting: 2-Day Implementation
Logan Consulting
+1
Applicable to:
Finance
Logan Consulting is offering a flat-fee service to kick start your Microsoft Dynamics 365 for Finance & Operations Financial Reporting project.
55 out of 60
D365 Events Management Portal: 4 Wk Implementation
TrimaxSecure
+2
Applicable to:
Marketing
Customer Service
Create and manage all the details needed for events registration, payment, and engagement tracking inside a customized web portal based on Microsoft Dynamics 365 Marketing.
56 out of 60
Sogeti Intelligent Kickstart: 2 Wk Workshop
Capgemini Group
+1
Applicable to:
Power BI apps
Intelligent and quick approach to determine how client can benefit futureproof from PowerBI
57 out of 60
Bizapp Automation Coach - Citizen Development
Bizapp
+3
Applicable to:
Power Automate
Power Apps
Power Pages
O Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
58 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.
59 out of 60
Kick-Starting Power Apps Project Delivery: 3-Week Assessment
EPAM
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
3-Week Assessment Workshop: Explore, identify, measure and foresee the future solution with Power Apps
60 out of 60
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