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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.
SMART Workplace: 8-Day Information Architecture DesignSpanish Point Technologies
+3
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
Design your organisations Information Architecture to improve communication and collaboration between employees, creating a sustainable workforce with high levels of talent retention.
1 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Join us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
2 out of 60
ESG compliance toolBit Peak sp. z o.o.
+1
Applicable to:
power-bi product iconPower BI apps
Simplify your Environmental, Social, and Governance reporting with real-time insights and easy-to-use dashboards.
3 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
This session is designed specifically for business users — no technical expertise required.
4 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Experience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
5 out of 60
Modernize Your Word Add-in with AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Our team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
6 out of 60
Upgrade Your Outlook Add-in with AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
This workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
7 out of 60
Power Up Your PowerPoint Add-in with AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
we will help you explore how this cutting-edge AI features like automated slide creation, tone of voice checks, smart design tips and content summaries can supercharge your existing PowerPoint add-in.
8 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayon
+1
Applicable to:
m365-sa-cloud-security product iconCloud Security
Secure, easy-to-use SaaS backup for your Microsoft 365 data
9 out of 60
Modernize Your Excel Add-in with AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Our experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
10 out of 60
Cost Optimization Check-InNavara Group B.V.
+1
Applicable to:
power-bi product iconPower BI apps
Azure Cost Optimization Analyse 30-minute check-in
11 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.
+1
Applicable to:
dynamics-365-for-sales product iconSales
Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
12 out of 60
Power Platform 5 days Proof of ConceptSPAN d.d.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
We help your business and IT analysts understand the value of Power Apps and how to implement it within your existing business processes by delivering single use case for your specific needs.
13 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Speed-up your inventory process and involve your employees into it!
14 out of 60
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
Applicable to:
power-bi product iconPower BI apps
An overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
15 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
Applicable to:
power-bi product iconPower BI apps
An overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
16 out of 60
Pure Discovery: WorkshopPure Company Sp. z o.o.
+1
Applicable to:
power-bi product iconPower BI apps
1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
17 out of 60
Microsoft Viva: 12-week proof of conceptAwara IT Kazakhstan LLP
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Awara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
18 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUE
+1
Applicable to:
dynamics-365-for-sales product iconSales
Prise en main des usages de Copilot for Sales par les métiers
19 out of 60
Microsoft Fabric: 4-Hour Online WorkshopCLOUD SERVICES
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
4-Hour Microsoft Fabric workshop contains theoretical and practical tasks. It is designed to help you start working with Microsoft Fabric
20 out of 60
Dynamics 365 for InsuranceSPAN d.d.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
21 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, Inc
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Eventsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
A meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
22 out of 60
Endpoint Management: 3-Day WorkshopPractical Solutions, Inc
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Learn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
23 out of 60
Microsoft Teams Meetings: 2-Day AssessmentPractical Solutions, Inc
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Understand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
24 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, Inc
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
25 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, Inc
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Discover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
26 out of 60
Microsoft Teams QuickStart: 2-week ImplementationPractical Solutions, Inc
+3
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Our Teams QuickStart offers a straightforward and quick way to start your document management, collaboration, and company communications journey in the Microsoft cloud.
27 out of 60
Microsoft Intune: 3-Hour Assessmenttrue org cloud
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-mobile-device-management product iconMobile Device Management
An in-depth assessment of your current IT environment for Microsoft Intune implementation
28 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriPark
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
29 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
Accelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
30 out of 60
Data Automation: 1-Wk WorkshopClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
31 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
An engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
32 out of 60
Microsoft 365 App Enhancement: 4-week workshopCX Unicorn
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutions
A comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
33 out of 60
Teams Telephony: 8-Days ImplementationOfficeline SA
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Learn how to upgrade your communication capabilities of your employees, by providing the ability to make and receive external calls.
34 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriPark
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
35 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, Inc
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Management
Establish a clear roadmap and change management plan for your journey to a modern workplace. Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
36 out of 60
Viva Insights Overview: 1-hour BriefingLingaro
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Learn what Microsoft Viva Insights is, how it works. Get familiar with key features
37 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaro
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Leverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
38 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbH
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-customer-insights product iconCustomer Insightspowerapps product iconPower Apps
Gestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
39 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITED
+3
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Work From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
40 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services Inc
+1
Applicable to:
powerapps product iconPower Apps
One Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
41 out of 60
Managed Security Service_5weeks implementationHPT Vietnam Corporation
+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
HPT Managed Security Monitoring Service (MSMS) provides a unified programmability model that you can use to access the tremendous amount of data in O365, Windows 10 and EMS
42 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.A
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
The Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
43 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.A
+1
Applicable to:
dynamics-365-marketing product iconMarketing
Framework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
44 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group Limited
+1
Applicable to:
powerapps product iconPower Apps
SOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
45 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
46 out of 60
DIGITAL WORKPLACE_05 weeks implementationHPT Vietnam Corporation
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Microsoft digital workplace transformation enables and encourages employees to collaborate, develop their skills and be more productive
47 out of 60
Endpoint Management Service: 3-hours WorkshopPEAKUP
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-mobile-device-management product iconMobile Device Management
Enterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
48 out of 60
HCLTech Biz Apps - Dynamics 365 for InsuranceHCL America Inc_HCLT
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicepower-bi product iconPower BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
49 out of 60
Data Management Strategy: 6-Wk AssessmentHSO
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
Six week assessment leveraging data centricity, data analysis and business insights techniques via Power BI to transform data into intelligent actions; business models; and strategy to monetize data.
50 out of 60
UST Low-Code AppDevelopment:1Day WorkshopUST
+1
Applicable to:
powerapps product iconPower Apps
Low-Code App Development Workshop to accelerate your digital transformation journey built on the proven Microsoft Platforms which provides flexibility, scalability, integration capabilities.
51 out of 60
Columbus IFRS16: 4-Wk ImplementationUAB OIXIO
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Ensure your financial reporting compliance with Columbus IFRS16 4-week implementation services consisting of diagnostic workshops, implementation and trainings
52 out of 60
Power Apps – App in a Day - 1 day workshopSPAN d.d.
+1
Applicable to:
powerapps product iconPower Apps
Power Apps 1 day workshop is a great way to introduce low-code/no-code culture in your organization and empower every employee to become an app maker.
53 out of 60
Microsoft 365 migration report: 5-Days Assessmentmscloud sp z o.o.
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Get ready to use Microsoft 365. Thanks to the report prepared by our specialists, you will significantly reduce the time and costs of switching to Microsoft 365.
54 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.
+1
Applicable to:
power-bi product iconPower BI apps
1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
55 out of 60
Business Central - 10 Weeks - Implementation4Sight Holdings
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
56 out of 60
Advanced Power BI Implementation: 3-Day WorkshopClouds On Mars
+1
Applicable to:
power-bi product iconPower BI apps
An advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
57 out of 60
Wolkvox - Microsoft Teams: implementación 10 díasELECTRICOS Y COMUNICACIONES ELECTROCOM S A S
+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-microsoft-365-live-events product iconMicrosoft 365 Live Events
Demostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
58 out of 60
Wragby BT - Catalyst: 2-weeks Envision WorkshopWragby Business Solutions & Technologies Limited
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
Wragby Business Transformation Workshop leverages the Microsoft Catalyst framework to transform businesses using business process automation applications. The workshop is delivered in 2 weeks.
59 out of 60
Workshop: 8-Days Deep Training in Office 365Consultores e Ingenieros Consein CA
+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 aim of training information workers in the use of digital tools that empower them and allow them to communicate, collaborate and get the most out of knowledge, Beyond Office 365 was created.
60 out of 60
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