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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.
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Servicios de consultoría resultados para Servicios financieros

Mostrando resultados en servicios de consultoría
Vista resultados relacionados en aplicaciones o resultados relacionados en nubes del sector.
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
1 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
A monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
2 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizapp
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepower-automate product iconPower Automate
Boost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
3 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizapp
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Estratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
4 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
5 out of 60
Microsoft Viva: 2-Days Assessmentatwork
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Enhance your employee experience and engagement with Microsoft Viva
6 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPL
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
7 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
8 out of 60
Kainos AI Shared MailboxKainos
+1
Applicable to:
powerapps product iconPower Apps
We help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
9 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
Migrate Salesforce users to Microsoft Dynamics 365
10 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationPrelude Systems Inc
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
11 out of 60
Copilot for Sales- Salesforce OfferHitachi Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Our two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
12 out of 60
Nexer 10 Day Assessment for Microsoft Contact CenterNexer Group AB
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-customer-insights product iconCustomer Insights
Nexer's 10-Day Assessment ensures a smooth Microsoft Contact Center setup, enhancing AI-driven efficiency.
13 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
14 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
15 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
16 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsult
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Provide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
17 out of 60
From On-premises to CloudSirocco
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
This assessment is intended to provide a roadmap to outline the approach and methodologies to ensure a smooth migration from on-premises Dynamics 365 Customer Engagement to the cloud.
18 out of 60
Power Platform: 1-Hr BriefingBJSS Limited
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
An opportunity to get a better understanding around Low Code technologies and how your company can get best use out of it
19 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
20 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
An in-depth engagement leading to an implementation of an IT Operations Dashboard.
21 out of 60
KK Teams Design and Planning WorkshopKraft Kennedy
+3
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design and planning workshop for Microsoft Teams collaboration software
22 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis Computer
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
El objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
23 out of 60
CustomerServices: 2-Month Implementação + CopilotBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-voice product iconCustomer Voicepower-virtual-agents product iconPower Virtual Agents
Em 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
24 out of 60
Dynamics 365 Field Service: 5-Day WorkshopMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Learn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
25 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
26 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Hands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
27 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
28 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
29 out of 60
Microsoft 365: 3-D Implementationatwork
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Events
Accelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
30 out of 60
Power Platform Jumpstart: 6 Week WorkshopNetwoven
+1
Applicable to:
powerapps product iconPower Apps
Using this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
31 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower BI apps
EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
32 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
33 out of 60
Manage Compliance Obligations & Risks with Microsoft PurviewBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance data security by streamlining compliance operations and managing regulatory requirements across your organization and third-party services with Microsoft Purview
34 out of 60
Tableau to Power BI Metadata Accelerator: 4 Wk Migration AssessmentPrelude Systems Inc
+1
Applicable to:
power-bi product iconPower BI apps
Tableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
35 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Identify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
36 out of 60
Financial Consolidation & Reporting - FINCONAtna Technologies
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI apps
Empower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
37 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Three-week Implementation and Support for Microsoft Dynamics 365 Business Central.
38 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinly
+2
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Working together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
39 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Five-day Implementation and support for Microsoft Dynamics 365 Business Central.
40 out of 60
Marketing Accelerator: 7-Day ImplementationenCloud9
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
41 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Dynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
42 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-mobile-device-management product iconMobile Device Management
Baseline Microsoft Intune Design and Deployment Services - Comprehensive
43 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Harness the power of Microsoft Power BI for your business
44 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An assessment of your reporting needs that provides a path forward to meet your business goals.
45 out of 60
Microsoft Dynamics 365 Finance and Operations Fixed Hour Support PackageUST
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI appspowerapps product iconPower Apps
UST delivers scalable, on-demand Microsoft Dynamics 365 Finance and Operations support through pre-purchased hourly packages, providing expert help exactly when you need it.
46 out of 60
NashTech Power Platform: 1-Wk ImplementationNashTech
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Build YOUR agile business processes with the Microsoft Power Platform
47 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
48 out of 60
HR AgentAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
The HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
49 out of 60
Speed of Cash - Business Intelligence TrainingFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Build Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
50 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidio
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Review data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
51 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL Company
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
PowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
52 out of 60
Excel Migration Acct/Contact: 2-Day ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
This service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
53 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologies
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Services
Enable your team to work securely and productively using Microsoft 365 best practices.
54 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologies
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Evaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
55 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoft
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
56 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle Integration
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
With the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
57 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
58 out of 60
Power BI Connector: 3-Wk ImplementationSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
59 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Hands-on, interactive exploration of Copilot’s vast capabilities
60 out of 60
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