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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.
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
1 out of 60
Timesheet Plus - HR365Apps 365 & HR365
+1
Applicable to:
sharepoint product iconSharePoint
HR365 Timesheets – Smart and modern way to manage timesheets for the employees
2 out of 60
PBIX Translate for AppSourceSagra Technology
+1
Applicable to:
saas product iconSaaS
A tool for translating pbix (.pbit) files from Microsoft Power BI Desktop
3 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
4 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
5 out of 60
Text Analytics Engine - Discover InsightsMAQ Software
+1
Applicable to:
saas product iconSaaS
Discover meaningful insights in your text data
6 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.
7 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
8 out of 60
Adobe Customer Journey Analytics - InternationalAdobe Systems Software Ireland Limited
+1
Applicable to:
saas product iconSaaS
Stitch and analyze cross-channel data.
9 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
10 out of 60
Customer Engagement for TeamsSolgari
+1
Applicable to:
saas product iconSaaS
Solgari for Microsoft Teams: AI-Powered Customer Engagement – Go Live in Hours
11 out of 60
Fin365 CRM for Financial ServicesFin365
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Fin365 is a cloud based business and customer management system for financial services professionals
12 out of 60
Medallia for Microsoft Dynamics 365Medallia, 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 Servicepowerapps product iconPower Apps
Medallia for Microsoft Dynamics 365
13 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
14 out of 60
netDocShareKL Software Technologies
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
netDocShare Teams app - View, Edit & Sync NetDocuments content in Microsoft Teams
15 out of 60
Relationship ChartsWaveAccess2
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalespowerapps product iconPower Apps
Relationship Charts is a fully configurable charting tool for Dynamics 365 CRM
16 out of 60
RemailDevanalytic365
+1
Applicable to:
outlook product iconOutlook
Save hours of email writing by using Remail
17 out of 60
BrandOffice Brand Aligned Document GenerationBrandQuantum
+1
Applicable to:
saas product iconSaaS
Automate and centralize document branding and content for Word, Excel & PowerPoint for Microsoft 365
18 out of 60
BurnRate for ExcelCloudNimble, Inc.
+1
Applicable to:
excel product iconExcel
🔥BurnRate for Excel brings the world's best sales capacity planning to your favorite spreadsheet!
19 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.
20 out of 60
Adobe Real-Time Customer Data PlatformAdobe US
+1
Applicable to:
saas product iconSaaS
Adobe Real-Time CDP is a customer data platform that combines data to deliver real-time experiences.
21 out of 60
FRISS Claims AnalyticsFriss Fraudebestrijding BV
+1
Applicable to:
saas product iconSaaS
Real-time AI-powered claims fraud detection for P&C insurers.
22 out of 60
AnaplanAnaplan Inc
+1
Applicable to:
saas product iconSaaS
Scenario planning & analysis for finance, sales, marketing, supply chain, and HR
23 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
24 out of 60
Rimes 365Rimes Technologies Limited
+1
Applicable to:
excel product iconExcel
Rimes 365 add-in for Excel
25 out of 60
Docubird for OfficeXblox B.V.
+3
Applicable to:
excel product iconExcelpowerpoint product iconPowerPointword product iconWord
Docubird is the Microsoft 365 add-in for smart document management
26 out of 60
Spinify - Gamification and RecognitionSpinify
+1
Applicable to:
teams product iconTeams
Sales Gamification: Motivate, Engage, and Celebrate Your Team's Performance
27 out of 60
Thomson Reuters HighQThomson Reuters
+1
Applicable to:
saas product iconSaaS
A cloud-based platform for secure document sharing, project management, and workflow automation.
28 out of 60
Auror - Crime Intelligence PlatformAuror
+1
Applicable to:
saas product iconSaaS
Reduce crime, loss, and harm in your retail stores
29 out of 60
TransferChainTransferChain
+1
Applicable to:
outlook product iconOutlook
Secure File Transfer for Microsoft Outlook
30 out of 60
Secure Code WarriorSecure Code Warrior
+1
Applicable to:
saas product iconSaaS
Secure Code Warrior is a global security company that makes software development better and more sec
31 out of 60
Event Management for Dynamics 365 - proEVENTSCRMFIRST GmbH
+6
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-field-services product iconField Servicedynamics-365-for-project-service-automation product iconProject Service Automationdynamics-365-mixed-reality product iconMixed Realitypowerapps product iconPower Apps
End to End event management - plan, execute & manage events with Microsoft Dynamics 365CE/ CRM
32 out of 60
Adobe Journey OptimizerAdobe US
+1
Applicable to:
saas product iconSaaS
Orchestrate and deliver personalized, timely customer experiences across any app, device or channel.
33 out of 60
CLM365-Contract ManagementApps 365 & HR365
+1
Applicable to:
outlook product iconOutlook
Contract management centralizes the contracts to enhance efficiency & accuracy
34 out of 60
CardioLog EngageIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Engage sends targeted messages to Teams’ users at the right time.
35 out of 60
Lightning Tools Lightning ConductorLightning Tools
+2
Applicable to:
sharepoint product iconSharePointviva product iconViva
SharePoint Content Aggregation From SharePoint Lists, Microsoft 365 Apps, and External Data.
36 out of 60
Smart Building IoT IntegrationSigtree Technologies
+1
Applicable to:
saas product iconSaaS
Smart IoT Platform focused on automation and trigger management
37 out of 60
EnerfyGreater Than AB
+1
Applicable to:
saas product iconSaaS
Our AI price and predict risk per car in real-time
38 out of 60
LegalLintDat Tran Ventures UG (haftungsbeschränkt)
+1
Applicable to:
word product iconWord
Your Drafting Copilot for Legal Documents
39 out of 60
EDGAR for ExcelSpruce Innovation Studio
+1
Applicable to:
excel product iconExcel
You can now access SEC EDGAR data from Excel!
40 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.
41 out of 60
Talkdesk Microsoft Teams ConnectorTalkdesk, Inc.
+1
Applicable to:
saas product iconSaaS
Microsoft Teams integration to Talkdesk that enables directory and direct routing
42 out of 60
Atlas Intelligent Knowledge Platform for Microsoft 365ClearPeople
+1
Applicable to:
saas product iconSaaS
The Gold Standard for Instant Knowledge and Precise AI Responses
43 out of 60
Own Recover for Microsoft Dynamics CRM and Power AppsOwn
+9
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 Voicedynamics-365-project-operations product iconProject Operationsdynamics-365-mixed-reality product iconMixed Realitypower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
The premiere Azure SaaS backup solution for Dynamics CRM & Power Apps
44 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.
45 out of 60
Mortgage365VerTech Solutions Group
+1
Applicable to:
saas product iconSaaS
Provides loan officers a singular worksurface within the most integrated platform in the industry.
46 out of 60
CardioLog AnalyticsIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Analytics tracks Microsoft Teams and provides meaningful usage reports
47 out of 60
Treasury Management Software on Microsoft Dynamics 365Dynamic Netsoft
+2
Applicable to:
dynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinance
The complete solution for managing all types of debts for medium and large corporations.
48 out of 60
timegptNixtla
+1
Applicable to:
excel product iconExcel
Nixtla’s TimeGPT add-in is a generative pre-trained forecasting model for time series data
49 out of 60
SmartEXDoxinet S.r.l.
+1
Applicable to:
saas product iconSaaS
SmartEX per la Gestione delle Note Spese Aziendali
50 out of 60
Stock Chart – Online 365SharePinPöint Apps and IT Services
+1
Applicable to:
sharepoint product iconSharePoint
Add a stock chart for your Company's stock symbol. Useful for Investor Relations/Stock Information
51 out of 60
DefinelyDefinely
+1
Applicable to:
word product iconWord
Definely is your one click tool for drafting, reviewing and proofreading legal documents.
52 out of 60
ComplianceCowContiNube Inc
+1
Applicable to:
teams product iconTeams
Minimalistic workflows for Security GRC and Assurance
53 out of 60
Dynamics 365 for Private EquityXpedition
+1
Applicable to:
dynamics-365-for-sales product iconSales
Connect intelligence across your firm with tailored business applications for Private Equity.
54 out of 60
SteadyPoint Help DeskSteadyPoint Solutions
+1
Applicable to:
sharepoint product iconSharePoint
ITSM Ticketing System to help Service Desk manage IT and Non-IT trouble tickets.
55 out of 60
maya.aiCRAYON DATA PTE. LTD.
+1
Applicable to:
saas product iconSaaS
maya.ai - The AI platform powering the age of relevance
56 out of 60
OneCore Loans AppSeyfor, a. s.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Streamline your loan management processes with OneCore Loans App.
57 out of 60
Market Lens for Power BINasdaq
+1
Applicable to:
power-bi product iconPower BI apps
Nasdaq provides customizable, day-one functionality and value for Market Lens API subscribers.
58 out of 60
Loopio (EU)Loopio
+1
Applicable to:
teams product iconTeams
Search and share Loopio library content while staying on top of tasks with Loopio notifications!
59 out of 60
FutureCompleteINAIT SA
+1
Applicable to:
saas product iconSaaS
State-of-the-art AI forecasting models deliver transparent predictions you can trust
60 out of 60
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