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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.
Figure Eight Human-in-the-Loop AI PlatformFigure Eight
+1
Applicable to:
saas product iconSaaS
Figure Eight is the essential Human-in-the-Loop AI platform for data science & ML teams
1 out of 60
Combine SheetsDEEPAK LOHIA
+1
Applicable to:
excel product iconExcel
combine multiple worksheets into one on a click.
2 out of 60
Suralink Secure File SharingSuralink, Inc.
+1
Applicable to:
outlook product iconOutlook
Send and request files natively using the Suralink Secure File Sharing Add-In for Outlook.
3 out of 60
Contract Lifecycle Management for Dynamics 365 CECRMFIRST GmbH
+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
A CLM system that's more than eSignature and document storage. Get clarity on all your contracts.
4 out of 60
Valorx for SalesforceValorx, Inc.
+1
Applicable to:
excel product iconExcel
Make Excel the face of your CRM
5 out of 60
Commodity Essentials LinkCommodity Essentials
+1
Applicable to:
excel product iconExcel
Excel Add-in allowing to import Commodity Essentials API data into Excel in an easy way
6 out of 60
UPI payments and BankingR&M Tech
+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
UPI banking application enables seamless fund transfers, payment integration and Bank reconciliation
7 out of 60
PDF4meYnoox GmbH
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
PDF4me delivers an intelligent and efficient solutions for all your PDFs.
8 out of 60
MAX PAY GLOBAL - Payment ProcessingRETAIL REALM DISTRIBUTION INC
+5
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 Operations
Omni-Channel Universal Payment Solution for Dynamics 365 Commerce
9 out of 60
AnywhereNow WebAgentWorkstreampeople BV
+1
Applicable to:
saas product iconSaaS
AnywhereNow WebAgent is a fully featured Teams Contact Center platform to embed within any CRM
10 out of 60
Popdock for Dynamics 365 Business CentraleOne Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Interactive SmartLists that gives users access to all of their data
11 out of 60
Coherent AssistantCoherent
+1
Applicable to:
excel product iconExcel
Revolutionize Excel workflows with our AI-powered add-in, enhancing integration and productivity.
12 out of 60
InRule for Microsoft Dynamics 365InRule Technology
+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 Servicepower-automate product iconPower Automatepowerapps product iconPower Apps
Easily Automate Business Rules and Processes using the InRule® Decision Platform
13 out of 60
RaveFlutterwave Inc
+1
Applicable to:
saas product iconSaaS
The easy way to collect payments from customers anywhere in the world.
14 out of 60
Dynamics 365 for Wealth ManagementXpedition
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Connect intelligence throughout your firm with tailored business applications for Wealth Management.
15 out of 60
Veeries Agriculture DatabaseVEERIES INTELIGENCIA EM AGRONEGOCIO LTDA
+1
Applicable to:
excel product iconExcel
Find agriculture market data to support business decision making.
16 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
17 out of 60
CloudzapCloudserve Systems Pvt Ltd
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Vulnerability Assessment Tool for cloud infrastructure
18 out of 60
Advanced Subscription Management for Dynamics 365 OperationsBinary Stream Software Inc.
+1
Applicable to:
dynamics-365-for-operations product iconOperations
Enhance Dynamics 365 with automated subscription billing, invoicing, and compliance management.
19 out of 60
IQ Banking CoreInnoQubit Software
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Automatiza tus procesos bancarios dentro de Microsoft Dynamics 365 Business Central
20 out of 60
Signeasy for Microsoft TeamsGlykka LLC
+1
Applicable to:
teams product iconTeams
Signeasy: Collaborate with your team members to sign or send documents for signatures
21 out of 60
Dynamics TelephonyDynamics Telephony Public Ltd
+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
Telephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk, 8x8, Mitel, FreePBX
22 out of 60
DealCloudIntapp
+1
Applicable to:
saas product iconSaaS
Empower Your Firm To Source More Deals Through The Power Of Networks And Relationships.
23 out of 60
Investec Spreadsheet BankingInvestec Developer
+1
Applicable to:
excel product iconExcel
A simple Excel add-in to get your banking transactions into your worksheet.
24 out of 60
DreamAudit for ExcelGESTONLINE
+1
Applicable to:
excel product iconExcel
Office Excel add-in for DreamAudit. Sync your documents
25 out of 60
AMC Banking 365 FinanceAMC Banking
+2
Applicable to:
dynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinance
AMC Banking 365 Finance simplifies complex banking and cash management concerns on a global scale
26 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
27 out of 60
GEP DocPlusGEP (NB Ventures)
+1
Applicable to:
word product iconWord
Configure language template and clause library which can be used to draft and review your contracts.
28 out of 60
AnalyticsGate 365 for Qlik Senseakquinet finance & controlling GmbH
+1
Applicable to:
excel product iconExcel
Load Data to create tables/charts/calcs from Qlik Sense Apps within Excel
29 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
30 out of 60
Backbase Engagement Banking for Cloud for FSIBackbase
+4
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicepower-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Backbase Engagement Banking, Backbase Digital Onboarding, Backbase Digital Banking
31 out of 60
Connector for GMail and Microsoft Dynamics 365iEnterprises Holdings, LLC.
+1
Applicable to:
saas product iconSaaS
Integrate Gmail and the Google Calendar and Microsoft Dynamics 365 CRM
32 out of 60
CLM365-Contract ManagementApps 365 & HR365
+1
Applicable to:
outlook product iconOutlook
Contract management centralizes the contracts to enhance efficiency & accuracy
33 out of 60
VymoVymo
+1
Applicable to:
saas product iconSaaS
Transform your CRM experience with mobility and intelligence.
34 out of 60
TRADING ECONOMICS add-in for ExcelIeconomics Inc.
+1
Applicable to:
excel product iconExcel
Access data for 196 countries, 20 million economic indicators and financial market quotes
35 out of 60
FreeBusyBizLogr, Inc. dba FreeBusy
+1
Applicable to:
outlook product iconOutlook
Appointment booking and meeting scheduling with people inside and outside your company
36 out of 60
Click2Mail - Send postal mail quick and easy!C2M LLC
+1
Applicable to:
word product iconWord
We print and mail your documents the next business day via First-Class, Certified or Priority Mail.
37 out of 60
NICE CXone Agent for Microsoft DynamicsNICE
+1
Applicable to:
saas product iconSaaS
Integrate CRM and contact center controls for more efficient agents and exceptional experiences.
38 out of 60
SendGuard365 for OutlookStandss (South Pacific) PTE Limited
+1
Applicable to:
outlook product iconOutlook
Stop confidential information from getting emailed to unintended recipients
39 out of 60
BlipBlip
+1
Applicable to:
saas product iconSaaS
Complete platform for conversations at people's pace
40 out of 60
SOFT4Lessee for IFRS 16/ AASB 16SOFT4
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Leave Excel behind - optimize your IFRS 16 / AASB 16 compliance and reporting with SOFT4Lessee.
41 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
42 out of 60
CurinosConnectCurinos
+1
Applicable to:
excel product iconExcel
CurinosConnect provides access to Curinos data sources directly from Excel.
43 out of 60
VaricentVaricent
+1
Applicable to:
excel product iconExcel
Export Varicent data to Excel - Combine the power of Varicent with the flexibility of Excel
44 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
45 out of 60
ti&m placesti&m AG
+1
Applicable to:
teams product iconTeams
Implement your hybrid workplace strategy easily with our innovative desk & room booking tool.
46 out of 60
CRM Accelerator for Financial ServicesHSO
+1
Applicable to:
saas product iconSaaS
Unify and automate your financial processes with our industry-specific accelerator
47 out of 60
SpotDraft for OutlookSpotDraft
+1
Applicable to:
outlook product iconOutlook
Upload contracts to SpotDraft, fetch and mail SpotDraft contracts - all without leaving Outlook
48 out of 60
셀리 - 말로 하는 엑셀 편집AI3(에이아이쓰리)
+1
Applicable to:
excel product iconExcel
한국어 자연어 입력만으로 수식 적용과 자료 번역을 자동으로 할 수 있는 GPT-5 기반 웍스AI 엑셀 에이전트
49 out of 60
Investment and Portfolio Management Software on Dynamics 365Dynamic Netsoft
+2
Applicable to:
dynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinance
Robust solution to manage Investments and Portfolios
50 out of 60
Token Terminal for ExcelToken Terminal
+1
Applicable to:
excel product iconExcel
An easy-to-use tool for analyzing institutional-grade onchain data directly in your spreadsheets.
51 out of 60
Nasdaq Data LinkNasdaq OMX Group Inc.
+1
Applicable to:
excel product iconExcel
Nasdaq Data Link is used by analysts from the world’s top hedge funds, asset managers and banks.
52 out of 60
Clarity AIClarity AI Europe
+1
Applicable to:
saas product iconSaaS
A full kit of sustainability capabilities powered by advanced technology, for financial institutions
53 out of 60
CheckboxCheckbox Technology
+1
Applicable to:
word product iconWord
The Checkbox Word Add-In makes document automation easy on the Checkbox workflow automation platform
54 out of 60
Retarus Fax for Outlook Add-Inretarus GmbH
+1
Applicable to:
outlook product iconOutlook
The Enterprise Solution to send and receive faxes easily and securely via your email client.
55 out of 60
Multiple RSS ViewerBEYOND KEY SYSTEMS
+1
Applicable to:
sharepoint product iconSharePoint
Multiple RSS Feeds Viewer
56 out of 60
Keepit backup and recovery for Microsoft applicationsKeepit A/S
+1
Applicable to:
saas product iconSaaS
Your strong weapon against data loss for M365, Entra ID, Dynamics, Azure DevOps and Power Platform
57 out of 60
Suralink Workpaper SuiteSuralink, Inc.
+1
Applicable to:
excel product iconExcel
Automate workpaper prep, improve client communication & manage engagement requests from Excel.
58 out of 60
Vena for Microsoft TeamsVena Solutions
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Ask Vena Copilot for FP&A to create reports, analyze data and more—all within Microsoft Teams
59 out of 60
IntelligenceBank AssetsIntelligenceBank
+4
Applicable to:
excel product iconExcelonenote product iconOneNotepowerpoint product iconPowerPointword product iconWord
The IntelligenceBank Assets add-in makes it easy to browse, search, insert or link approved assets.
60 out of 60
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