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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.
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.
1 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.
2 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.
3 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.
4 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLC
+1
Applicable to:
dynamics-365-for-customer-services product iconCustomer Service
This workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
5 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
6 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
7 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDO Digital, LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Set Future-Proof Security Goals and Build a Roadmap to Strengthen Your Microsoft 365 Posture with a Zero Trust Architecture and Threat Protection Assessment
8 out of 60
Power BI Governance: 1-Day WorkshopSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
This workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
9 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz Inc
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
Drive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
10 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
11 out of 60
Dynamics 365 Extensions: 10-Wk 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 Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
12 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
13 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle Integration
+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
ECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
14 out of 60
Microsoft Defender for Endpoint QuickStartPresidio
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Presidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
15 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
16 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO Digital, LLC
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Prove the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
17 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.
18 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
19 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
20 out of 60
Power BI Foundation: 8-Day Assessment by BiTQAdvanced Data and AI Company
+1
Applicable to:
power-bi product iconPower BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
21 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
22 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDO
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Set future-proof security goals & build a roadmap to strengthen your Microsoft 365 posture with Modern SecOps on a unified platform, leveraging Zero Trust architecture and threat protection assessment
23 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
24 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
25 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
26 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidio
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Align goals and measure success with a Copilot Adoption Accelerator from Presidio.
27 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.
28 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
29 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.
30 out of 60
Windows 365 ImplementationAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Management
Windows 365 is a cloud-based service that automatically creates a new type of Windows virtual machine (Cloud PCs).
31 out of 60
Get RPA Right with Intelligent Automation: Assessment and Proof of ConceptCongruentX LLC
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Migrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
32 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.
33 out of 60
Dynamics 365 Data Migration Toolkit: 1-Hr BriefingWipro Ltd
+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
Understand how Wipro's Data Migration Toolkit for Microsoft Dynamics 365 can automate data upgrade so that your sales, marketing and service staff have the right information at the right time.
34 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.
35 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
36 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
37 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluent
+1
Applicable to:
powerapps product iconPower Apps
A comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
38 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Boost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
39 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
40 out of 60
Tenant to Tenant Migration: 4 Hour AssessmentB&R Business Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
41 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
42 out of 60
Microsoft Copilot Studio: Proof of ConceptAlfa Connections Pte Ltd
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
Accelerate AI Innovation with Microsoft Copilot Studio: Proof of Concept
43 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
A one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
44 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Learn if Microsoft Dynamics 365 Business Central is right for your business.
45 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
A free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
46 out of 60
Power Apps and Automate: 10-Day ImplementationXRM Vision
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
47 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro Ltd
+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
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
48 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Prove the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
49 out of 60
Field Service Integration: 9-Wk ImplementationDynamic Consulting
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-field-services product iconField Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
50 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
51 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworks
+1
Applicable to:
power-bi product iconPower BI apps
We’ve packed four days with insights that will change the way you work with Microsoft Power BI.
52 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLC
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
The goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
53 out of 60
Microsoft Copilot Studio: AI Business StrategyAlfa Connections Pte Ltd
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
An end-to-end solution designed to help organizations harness the transformative potential of artificial intelligence.
54 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluent
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower 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
55 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow Corporation
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Develop a mapping solution for Dynamics 365 using Bing Maps
56 out of 60
Microsoft Copilot Studio ChatbotManaged Solution
+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
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
57 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
58 out of 60
Dynamics 365 for Sales: 1-Wk ImplementationLBMC Technology Solutions
+1
Applicable to:
dynamics-365-for-sales product iconSales
An implementation package to get up and running fast and easy with Dynamics 365 for Sales.
59 out of 60
Data Security with Microsoft Purview SolutionsBDO
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Enhance data security control and accountability by discovering, classifying, and preventing data loss using Microsoft Purview Solutions for both structured cloud and unstructured workplace data
60 out of 60
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