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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.
ConnectMELinkPoint
+1
Applicable to:
outlook product iconOutlook
The Leading productivity integration for Salesforce. Bring the power of Salesforce into Outlook.
1 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.
2 out of 60
Helpdesk 365 for OutlookApps 365 & HR365
+1
Applicable to:
outlook product iconOutlook
Streamline IT, HR, and Finance Support with Helpdesk 365 – Microsoft 365 Outlook Add-in
3 out of 60
Walter AI AssistantWalter Software Corporation
+1
Applicable to:
outlook product iconOutlook
Use Walter's AI assistant to draft, review, and manage legal workflows without leaving your inbox.
4 out of 60
VESTBERRYVESTBERRY
+1
Applicable to:
excel product iconExcel
Power your Excel with Vestberry data. Build ad-hoc analyses and update recurring reports.
5 out of 60
Multiple RSS ViewerBEYOND KEY SYSTEMS
+1
Applicable to:
sharepoint product iconSharePoint
Multiple RSS Feeds Viewer
6 out of 60
MSCI Real Capital Analytics Add-In for ExcelMSCI Inc.
+1
Applicable to:
excel product iconExcel
Use MSCI’s RCAnalytics Trend Tracker & pull aggregated real estate trends into your spreadsheet
7 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
8 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
9 out of 60
EDS Add-In for ExcelEQUITY DATA SCIENCE, INC.
+1
Applicable to:
excel product iconExcel
The EDS Add-In for Excel allows EDS users to transfer data back and forth between EDS and Excel.
10 out of 60
Mergers and Acquisitions Deal TrackerDefinity First
+1
Applicable to:
dynamics-365-for-sales product iconSales
Automate and track your M&A pipeline process.
11 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
12 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
13 out of 60
DatasiteDatasite Cloud
+1
Applicable to:
outlook product iconOutlook
Centrally capture data on your M&A opportunities without leaving Outlook.
14 out of 60
CounselLink®LexisNexis
+1
Applicable to:
word product iconWord
Integrate with Microsoft Word to manage documents stored in LexisNexis® CounselLink®.
15 out of 60
EmailFlowgetNEXT
+1
Applicable to:
outlook product iconOutlook
Collaborative email review and approval add-in for Outlook
16 out of 60
World Currency RatesCONAIS.com
+1
Applicable to:
sharepoint product iconSharePoint
Real-time forex global currency rates at your fingertips.
17 out of 60
YakChatYakChat
+1
Applicable to:
teams product iconTeams
SMS/MMS for Microsoft Teams: Fully integrated, easy-to-use, packed with features.
18 out of 60
Dubber Unified Call RecordingDubber Corp
+1
Applicable to:
teams product iconTeams
Unified Cloud Call Recording & Voice AI for Compliance, Sales & Service Performance
19 out of 60
cBI Focus PlannercedroBI GmbH
+1
Applicable to:
power-bi-visuals product iconPower BI visuals
Plan, budget, and write back directly in Power BI with this enterprise-ready visual.
20 out of 60
Unqork No-Code PlatformUnqork
+1
Applicable to:
saas product iconSaaS
Unqork is the only pure no-code enterprise-grade application development platform
21 out of 60
Combine SheetsDEEPAK LOHIA
+1
Applicable to:
excel product iconExcel
combine multiple worksheets into one on a click.
22 out of 60
SightlinePricewaterhousecoopers LLP
+1
Applicable to:
teams product iconTeams
The Microsoft Teams companion to your Sightline web experience
23 out of 60
Nasdaq eVestment Market IntelligenceNasdaq
+1
Applicable to:
power-bi product iconPower BI apps
Nasdaq provides customizable, day-one functionality & value for Market Intelligence API subscribers.
24 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
25 out of 60
SIEVERS DATEVSIEVERS-GROUP
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Transfer in the correct format for your tax advisor.
26 out of 60
Kyriba Payments Network for Microsoft Dynamics 365Kyriba
+1
Applicable to:
dynamics-365-for-operations product iconOperations
Simplified Integration to Kyriba Payments Network for payment automation and bank connectivity.
27 out of 60
FIS® Private Capital SuiteFIS
+1
Applicable to:
saas product iconSaaS
Real-Time Accounting and Reporting for Private Equity
28 out of 60
LegalLintDat Tran Ventures UG (haftungsbeschränkt)
+1
Applicable to:
word product iconWord
Your Drafting Copilot for Legal Documents
29 out of 60
goHeather – AI Contract Review for Businesses2836014 ONTARIO INC.
+1
Applicable to:
word product iconWord
goHeather is a lawyer-trained AI that lives inside Microsoft Word, built for companies of all sizes.
30 out of 60
BioCatch for FSI CloudBioCatch
+1
Applicable to:
saas product iconSaaS
BioCatch for FSI Cloud
31 out of 60
RemailDevanalytic365
+1
Applicable to:
outlook product iconOutlook
Save hours of email writing by using Remail
32 out of 60
CyberWallet for OutlookStealth Mail
+1
Applicable to:
outlook product iconOutlook
Send crypto invoice via email or attach it to the documents
33 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
34 out of 60
Audit Intelligence TestThomson Reuters Incorporated
+1
Applicable to:
excel product iconExcel
Streamlines audits by matching and documenting samples with supporting evidence.
35 out of 60
Dubber Unified Call Recording and AnalyticsDubber Corp
+1
Applicable to:
saas product iconSaaS
#1 Compliance recording solution, fully certified for Microsoft Teams, with AI powered insights.
36 out of 60
QarrotFriendefi Inc
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Employee rewards and recognition for Microsoft Teams and Outlook
37 out of 60
Xoralia: Policy management software for SharePoint & Microsoft365Content Formula Ltd
+1
Applicable to:
saas product iconSaaS
Automate policy & document management in SharePoint. Get in touch for a demo.
38 out of 60
ADP Workforce Now® Connector for Microsoft D365FOGuru Group LLC
+2
Applicable to:
dynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinance
Guru Group provides ADP Integration, a leading human capital management (HCM) platform, with D365FO
39 out of 60
UpSlideUpSlide
+1
Applicable to:
saas product iconSaaS
Streamline Document Creation Across Your Business with AI-Powered Automation
40 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
41 out of 60
Mike DocReviewMikeLegal
+1
Applicable to:
word product iconWord
Mike DocReview is an AI powered proofreading & formatting tool for reducing time spent on documents.
42 out of 60
CallCabinet Compliance Call Recording and AnalyticsCall Cabinet Corporation
+1
Applicable to:
teams product iconTeams
CallCabinet app for compliant video & call recording, analytics & automated QA
43 out of 60
ABIT-BANZAE BI - Balance SheetBanzae Dooel
+1
Applicable to:
power-bi-visuals product iconPower BI visuals
Power BI custom visual for deeper insights. Dynamic charts & graphs. Perfect for businesses..
44 out of 60
Genesys Gplus Adapter for Dynamics 365Genesys
+1
Applicable to:
saas product iconSaaS
Unify your contact center and CRM system to deliver a personalized customer experience.
45 out of 60
Govern 365 Virtual Data Room for Microsoft 365Netwoven
+1
Applicable to:
saas product iconSaaS
A secure collaboration repository ensuring data sovereignty, auditing, and content protection
46 out of 60
Digital ClipboardDigital Clipboard
+1
Applicable to:
saas product iconSaaS
Digital Client onboarding
47 out of 60
Alight WorklifeAlight Solutions
+1
Applicable to:
teams product iconTeams
Get a personalized dashboard to see your account summaries,recommendations and To-Do’s
48 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.
49 out of 60
Excellent AIExcellentAI, Inc
+1
Applicable to:
excel product iconExcel
AI as Formula
50 out of 60
LetsmeetLetsmeet Corporation
+1
Applicable to:
outlook product iconOutlook
Schedule your business meetings in a matter of seconds directly from Outlook
51 out of 60
CardioLog EngageIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Engage sends targeted messages to Teams’ users at the right time.
52 out of 60
Formula ForgeStage One Software
+1
Applicable to:
excel product iconExcel
Easily examine, analyze, and debug complicated spreadsheet formulas
53 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
54 out of 60
Rippling WorkflowsRippling
+1
Applicable to:
teams product iconTeams
Build workflows and automations across all of your systems with Rippling Unity.
55 out of 60
NICE CXone Agent for Microsoft DynamicsNICE
+4
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicepowerapps product iconPower Apps
Integrate CRM and contact center controls for more efficient agents and exceptional experiences.
56 out of 60
Strata for ExcelStrata Decision
+1
Applicable to:
excel product iconExcel
Enables data analysts to bring Jazz & Axiom data into Excel for further analysis and processing.
57 out of 60
CLM365-Contract ManagementApps 365 & HR365
+1
Applicable to:
outlook product iconOutlook
Contract management centralizes the contracts to enhance efficiency & accuracy
58 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.
59 out of 60
Epicor FP&Aamericas
+1
Applicable to:
excel product iconExcel
Streamline Epicor FP&A processes seamlessly within Excel with our user-friendly add-in.
60 out of 60
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