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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 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
1 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
2 out of 60
OSS Copilot MarketingOnSolution Services
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This workshop shows how to deployment and Adoption Copilot to Marketing
3 out of 60
UST System Audit for Microsoft Dynamics 365 Finance and Supply Chain ManagementUST
+2
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinance
UST delivers a comprehensive system audit of your Microsoft Dynamics 365 Finance and Supply Chain Management environment
4 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Management
Synergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
5 out of 60
Stockloud: 2-wks AssesmentC-ven Technologies
+1
Applicable to:
powerapps product iconPower Apps
Helping brokers to automate their account opening process and customer lifecycle
6 out of 60
Copilot workshopSaxon Global Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
7 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecure
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
8 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
9 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data Systems
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
10 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.
11 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.
12 out of 60
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!
13 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.
14 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
15 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
16 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.
17 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)
18 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.
19 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SAS
+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
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
20 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.
21 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.
22 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.
23 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini Group
+1
Applicable to:
powerapps product iconPower Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
24 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.
25 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.
26 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.
27 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.
28 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.
29 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.
30 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.
31 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.
32 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.
33 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.
34 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.
35 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
36 out of 60
Dynamics 365 Finance 10-Wk ImplementationHSO US (AKA)
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-project-operations product iconProject Operations
Dynamics 365 Finance & Supply Chain Implementation Services
37 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.
38 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.
39 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.
40 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
41 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.
42 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
43 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.
44 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
45 out of 60
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLC
+1
Applicable to:
powerapps product iconPower Apps
A free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
46 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.
47 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.
48 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
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
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
51 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.
52 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.
53 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.
54 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.
55 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
56 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.
57 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.
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
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
60 out of 60
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