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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.
Lightning Tools DeliverPointLightning Tools
+1
Applicable to:
sharepoint product iconSharePoint
DeliverPoint is a Permissions Management Tool for Site Owners and SharePoint Administrators
1 out of 60
Xakia for Outlook (Legacy)Xakia Technologies
+1
Applicable to:
outlook product iconOutlook
Xakia is an in-house legal department matter management platform.
2 out of 60
GlassnodeGlassnode Services AG
+1
Applicable to:
excel product iconExcel
The Glassnode Add-In for Excel lets you import and analyze digital asset data directly in Excel
3 out of 60
BlipBlip
+1
Applicable to:
saas product iconSaaS
Complete platform for conversations at people's pace
4 out of 60
Alvaria Workforce Engagement ManagementAspect Software
+1
Applicable to:
saas product iconSaaS
Use the #1 rated contact center workforce management tool in North America to manage your workforce.
5 out of 60
Flow Finder (Dependency Mapping)Excel Engineering Solutions Incorporated
+1
Applicable to:
excel product iconExcel
Advanced Dependency Mapping. Trace logic flows 100x faster with complete visual clarity.
6 out of 60
Formula ForgeStage One Software
+1
Applicable to:
excel product iconExcel
Easily examine, analyze, and debug complicated spreadsheet formulas
7 out of 60
Loan IQFinastra
+1
Applicable to:
saas product iconSaaS
The most trusted commercial and syndicated loan platform
8 out of 60
Combine SheetsDEEPAK LOHIA
+1
Applicable to:
excel product iconExcel
combine multiple worksheets into one on a click.
9 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.
10 out of 60
Nitro for ExcelNitro Software
+1
Applicable to:
excel product iconExcel
Securely sign and convert documents to PDF with Nitro for Excel.
11 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
12 out of 60
Valorx for SalesforceValorx, Inc.
+1
Applicable to:
excel product iconExcel
Make Excel the face of your CRM
13 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.
14 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
15 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
16 out of 60
Access Ledger Add-in for ExcelAccess Group
+1
Applicable to:
excel product iconExcel
Access Ledger Add-in for Excel provides users the ability to import a TB directly from Excel.
17 out of 60
Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365Netwise S.A.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalespowerapps product iconPower Apps
Power PRM is a stand-alone Partner Relationship Management solution built on Power Platform
18 out of 60
RaveFlutterwave Inc
+1
Applicable to:
saas product iconSaaS
The easy way to collect payments from customers anywhere in the world.
19 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
20 out of 60
Kyriba Open Reports Studio - DiamondKyriba App
+1
Applicable to:
excel product iconExcel
Embed Kyriba Into Excel for Unprecedented Flexibility and Usability
21 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
22 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.
23 out of 60
CloudzapCloudserve Systems Pvt Ltd
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Vulnerability Assessment Tool for cloud infrastructure
24 out of 60
CoupaMessengerCoupa
+1
Applicable to:
teams product iconTeams
The cloud platform for business spend.
25 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.
26 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
27 out of 60
QPLIX Add-In for ExcelQPLIX GmbH
+1
Applicable to:
excel product iconExcel
Access your data seamlessly with a direct integration to your Operating System of Wealth
28 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.
29 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
30 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.
31 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
32 out of 60
Planyway Calendar for TrelloRubius Group LLC
+1
Applicable to:
teams product iconTeams
Visual project management and time tracking for Trello to deliver work on time
33 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
34 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
35 out of 60
World Currency RatesCONAIS.com
+1
Applicable to:
sharepoint product iconSharePoint
Real-time forex global currency rates at your fingertips.
36 out of 60
CardioLog AnalyticsIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Analytics tracks Microsoft Teams and provides meaningful usage reports
37 out of 60
MadeMarket CRMMade Market, Inc.
+1
Applicable to:
outlook product iconOutlook
Software for investment bankers & M&A advisors.
38 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
39 out of 60
Docubird for OutlookXblox B.V.
+1
Applicable to:
outlook product iconOutlook
Docubird is the Microsoft 365 add-in for smart document management
40 out of 60
ApptivoApptivo
+1
Applicable to:
saas product iconSaaS
Sync contacts and collaborate with colleagues, interact with customers, manage your business better.
41 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.
42 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.
43 out of 60
VymoVymo
+1
Applicable to:
saas product iconSaaS
Transform your CRM experience with mobility and intelligence.
44 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
45 out of 60
Sensity Deepfake DetectionSensity-AI
+1
Applicable to:
teams product iconTeams
Real-time deepfake detection in Microsoft Teams meetings
46 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
47 out of 60
Charturo Interactive Line ChartMi4 Corporation
+1
Applicable to:
power-bi-visuals product iconPower BI visuals
Line chart that allows end users to select log or linear axis scale, also supports inverted Y axis.
48 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.
49 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
50 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
51 out of 60
Broadcast Add-inBroadcast
+3
Applicable to:
excel product iconExcelpowerpoint product iconPowerPointword product iconWord
Broadcast+ supplement for Microsoft Office to update market quotes and data in real time.
52 out of 60
Abacum connector for ExcelAbacum
+1
Applicable to:
excel product iconExcel
Abacum connector for Excel empowers mid-market finance teams to automate workflows.
53 out of 60
CardioLog EngageIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Engage sends targeted messages to Teams’ users at the right time.
54 out of 60
Implicit for Outlook - SuiteCRM and SugarCRMImplicit Inc
+1
Applicable to:
outlook product iconOutlook
Seamless and intuitive Outlook integration with powerful AI-powered customer engagement insights
55 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
56 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
57 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
58 out of 60
Digital ClipboardDigital Clipboard
+1
Applicable to:
saas product iconSaaS
Digital Client onboarding
59 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
60 out of 60
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