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    Descubra aplicaciones que funcionan con Microsoft Copilot. Actualmente, solo se muestran las aplicaciones de Teams que funcionan con Copilot, pero se añadirán más próximamente.
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Financial Services

Conviértase en el socio de confianza de sus clientes y diferencie su entidad financiera de la competencia. Explore las ofertas de servicios financieros que le ayuden a crear un nuevo valor con tecnología innovadora.
Más información >

Aplicaciones resultados para Servicios financieros

Mostrando resultados en aplicaciones
Vista resultados relacionados en servicios de consultoría o resultados relacionados en nubes del sector.
Sanction CheckKUMAVISION AG
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Automated verification of your business contacts against sanction lists
1 out of 60
Mergers and Acquisitions Deal TrackerDefinity First
+1
Applicable to:
dynamics-365-for-sales product iconSales
Automate and track your M&A pipeline process.
2 out of 60
FinnOne Neo CASNucleus Software Exports Limited
+1
Applicable to:
saas product iconSaaS
A work-flow driven module which automates the acquisition process for financial institutions.
3 out of 60
Jedox Planning Visual for Power BIJedox AG
+1
Applicable to:
power-bi-visuals product iconPower BI visuals
Create dynamic reports and write back to Jedox with Dynatables, integrating planning into Power BI
4 out of 60
JennyGetJenny
+1
Applicable to:
saas product iconSaaS
Jenny
5 out of 60
MIPA - My Intelligent Personal AssistantiGlobe
+1
Applicable to:
saas product iconSaaS
MIPA is what we all dream about having, a Personal Assistant that will help you through your day.
6 out of 60
Kroll PCM Add-In for ExcelDuff and Phelps
+1
Applicable to:
excel product iconExcel
Import Kroll data directly into Excel spreadsheets and templates.
7 out of 60
Kyriba Open Reports Studio - TopazKyriba App
+1
Applicable to:
excel product iconExcel
Embed Kyriba Into Excel for Unprecedented Flexibility and Usability
8 out of 60
BTG Solutions OTC MarketsBTG Solutions
+1
Applicable to:
excel product iconExcel
Use as funcionalidades do BTG Solutions OTC Markets no seu excel!
9 out of 60
Fusion Phoenix Cloud for Financial ServicesFinastraThe Core Choice
10 out of 60
Xe Currency DataDandelion Payments, Inc., DBA Xe
+6
Applicable to:
dynamics-365-commerce product iconCommercedynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinancedynamics-365-project-operations product iconProject Operationsdynamics-365-human-resources product iconHuman Resources
Consume real time currency data directly into Dynamics 365 Finance for all your accounting needs
11 out of 60
CLM365-Contract ManagementApps 365 & HR365
+1
Applicable to:
outlook product iconOutlook
Contract management centralizes the contracts to enhance efficiency & accuracy
12 out of 60
Xe Currency DataDandelion Payments, Inc., DBA Xe
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Consume real time currency data in Dynamics 365 Business Central for all your accounting needs
13 out of 60
ASC Recording Insights – Click and BuyASC Technologies AG
+1
Applicable to:
saas product iconSaaS
Certified compliance recording for Microsoft Teams – buy now via Azure Marketplace.
14 out of 60
Pling - Voice activated bankingEPAM Systems, Inc.
+1
Applicable to:
saas product iconSaaS
EPAM Pling is a voice-activated, API-driven solution built on Azure.
15 out of 60
Provance ServiceTeam ITSM ProfessionalProvance
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Conceived in Power Apps, ServiceTeam is designed for Microsoft Customer and MSPs.
16 out of 60
DATEV Datenservice für Microsoft TeamsDATEV_eG
+1
Applicable to:
teams product iconTeams
Mit dem DATEV Datenservice für Microsoft Teams können Sie Dokumente von MS Teams an DATEV senden
17 out of 60
DealbaseTrickyLeaf
+1
Applicable to:
excel product iconExcel
Automate everything from customer file and P&L analysis to data requests - right in Excel.
18 out of 60
Talkdesk connector for Microsoft Dynamics 365Talkdesk, Inc.
+5
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicepower-virtual-agents product iconPower Virtual Agents
Improve productivity and optimize operations by integrating Talkdesk with Microsoft Dynamics 365.
19 out of 60
Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365Netwise S.A.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalespowerapps product iconPower Apps
Power PRM is a stand-alone Partner Relationship Management solution built on Power Platform
20 out of 60
CallCabinet Compliance Call Recording & AnalyticsCall Cabinet Corporation
+1
Applicable to:
saas product iconSaaS
Compliance recording, unlimited conversation analytics and QA automation.
21 out of 60
Bright Pattern Omnichannel Contact Center for Dynamics and TeamsBright Pattern Inc
+6
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-customer-voice product iconCustomer Voicepower-virtual-agents product iconPower Virtual Agents
CCaaS integrated with Dynamics 365 and Teams, offering voice, chat, email, SMS, social media, & more
22 out of 60
eformity | Signature Managereformity document solutions
+1
Applicable to:
outlook product iconOutlook
Consistent & professional email signatures, centrally managed with eformity
23 out of 60
Policies for Microsoft 365AvePoint Inc.
+1
Applicable to:
saas product iconSaaS
Manage Security for Teams, Exchange, SharePoint, and OneDrive
24 out of 60
AMC Banking 365 BusinessAMC Banking
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Secure and efficient integration between your bank and Microsoft Dynamics 365 Business Central.
25 out of 60
TOConline Addin for ExcelCloudware, S.A.
+1
Applicable to:
excel product iconExcel
Addin for integrating invoice and management software TOConline with Excel.
26 out of 60
AvePoint Cloud Archiving for Microsoft 365AvePoint Inc.
+1
Applicable to:
saas product iconSaaS
Improve data quality, records and information compliance in Microsoft 365
27 out of 60
COMMITLY Add-inCOMMITLY
+1
Applicable to:
excel product iconExcel
Smart SaaS solution for seamless cash flow planning, built for small and mid-sized businesses.
28 out of 60
Excel Send to TrelloKryl Solutions
+1
Applicable to:
excel product iconExcel
This Excel add-in makes it easy to bulk create cards in Trello from a table.
29 out of 60
BioCatch for FSI CloudBioCatch
+1
Applicable to:
saas product iconSaaS
BioCatch for FSI Cloud
30 out of 60
Adobe Customer Journey Analytics - InternationalAdobe Systems Software Ireland Limited
+1
Applicable to:
saas product iconSaaS
Stitch and analyze cross-channel data.
31 out of 60
Vena CPM for Microsoft Dynamics 365 Business CentralVena Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Streamline forecasting, reporting and analysis with Vena and Microsoft Dynamics 365 Business Central
32 out of 60
UpSlideUpSlide
+1
Applicable to:
saas product iconSaaS
Streamline Document Creation Across Your Business with AI-Powered Automation
33 out of 60
NICE CXone Mpower Agent for Microsoft TeamsNICE
+1
Applicable to:
saas product iconSaaS
Pre-built CXone and Teams integration that enables company-wide collaboration for faster service
34 out of 60
PBI PortalDEVSCOPE
+1
Applicable to:
saas product iconSaaS
PowerBI Portal hosts unlimited reports and dashboards, and lets you share them with anyone.
35 out of 60
RainRain Technologies Inc
+2
Applicable to:
sharepoint product iconSharePointviva product iconViva
Rain gives you access to your earned wages before payday!
36 out of 60
TCS MasterCraft™ for Mainframe App ModernizationTCS - MasterCraft
+1
Applicable to:
saas product iconSaaS
Intelligent automation product that analyzes, strategizes and modernizes mainframe applications
37 out of 60
Nuance Contact Center AINuance
+1
Applicable to:
saas product iconSaaS
Contact Center AI for conversational engagements, biometric authentication, and agent efficiency
38 out of 60
Stacks AssistantStacks Technologies
+1
Applicable to:
excel product iconExcel
The Assistant helps finance teams post journals and sync data from ERPs such as NetSuite & Xero.
39 out of 60
EMIS Add-in for ExcelISI Emerging Markets
+1
Applicable to:
excel product iconExcel
The add-in retrieves and updates EMIS company database directly in your spreadsheet
40 out of 60
自動書籤生成器 Auto Bookmark Generator網資科技股份有限公司
+1
Applicable to:
saas product iconSaaS
本系統透過人工智慧學習專業人士邏輯,再依照經訓練後所判讀出因果關聯及事實,自動生成摘要、重點、論點、段落等功能,並加入手動編輯內容及格式,增加使用者彈性,提高產業附加價值。
41 out of 60
Check Point CloudGuard CNAPPCheck Point
+1
Applicable to:
saas product iconSaaS
Automate security, compliance, risk management and more—across your cloud environments
42 out of 60
Manifestly ChecklistsManifestly LLC
+1
Applicable to:
teams product iconTeams
Create, assign, and track your organization’s recurring workflows and tasks.
43 out of 60
VeriTouch Customer Engagement CRM for BankingVeriPark
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Customer Engagement CRM solution for the Financial Services Industry
44 out of 60
CI HUB Connector for SharePointCI HUB GmbH
+1
Applicable to:
sharepoint product iconSharePoint
CI HUB is a new way how to connect to your assets within SharePoint
45 out of 60
Devart ODBC Driver for PostgreSQLDevart s.r.o.
+1
Applicable to:
saas product iconSaaS
Enhance PostgreSQL data integration with ODBC driver, offering real-time access, seamless analytics.
46 out of 60
ABIT-BANZAE BI - Balance SheetBanzae Dooel
+1
Applicable to:
power-bi-visuals product iconPower BI visuals
Power BI custom visual for deeper insights. Dynamic charts & graphs. Perfect for businesses..
47 out of 60
Nitro for ExcelNitro Software
+1
Applicable to:
excel product iconExcel
Securely sign and convert documents to PDF with Nitro for Excel.
48 out of 60
MIRAMatteroom LLC
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Mira is an AI tool that automates time capture for professionals, enhancing efficiency and accuracy.
49 out of 60
Rimes 365Rimes Technologies Limited
+1
Applicable to:
excel product iconExcel
Rimes 365 add-in for Excel
50 out of 60
EmailFlowgetNEXT
+1
Applicable to:
outlook product iconOutlook
Collaborative email review and approval add-in for Outlook
51 out of 60
Accounting.BI for Xero, Sage and Zoho BooksAccounting.BI
+1
Applicable to:
excel product iconExcel
Sync real-time data from Xero, Zoho Books, Sage, and QuickBooks to your cloud accounting system.
52 out of 60
KarbonKarbon
+1
Applicable to:
saas product iconSaaS
A centralized workstream collaboration platform deeply integrated with your email.
53 out of 60
Hitachi Solutions Tools for Microsoft Dynamics 365Hitachi Solutions
+5
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicepowerapps product iconPower Apps
Overcoming Barriers of Success and Adoption for Microsoft Dynamics 365
54 out of 60
Data CloudSnowflake Inc
+1
Applicable to:
saas product iconSaaS
A single platform equipped to mobilize your data, power essential workloads and unlock collaboration
55 out of 60
Customer Engagement for Dynamics 365Solgari
+7
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicepower-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Solgari for Microsoft Dynamics 365: AI-Powered Customer Engagement – Go Live in Hours
56 out of 60
LoopioLoopio
+1
Applicable to:
dynamics-365-for-sales product iconSales
Loopio enables organizations to collaborate on RFX and Questionnaire responses
57 out of 60
Electronic Banking Base AppIT.integro sp. z o.o.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Standardized electronic banking processes for global companies with support for local banks
58 out of 60
ABAKA's AI-Powered Next Best ActionABAKA Holdings Limited
+6
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automationdynamics-365-customer-voice product iconCustomer Voicepowerapps product iconPower Apps
AI-powered recommendation engine for increased customer engagement & digital customer experiences
59 out of 60
UiPath Agentic Automation (International)UiPath SRL
+1
Applicable to:
saas product iconSaaS
Orchestrate AI agents, robots, people across workflows to achieve your desired process outcomes
60 out of 60
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