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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.
Kaizala Scalable Incidents: 3-Wk ImplementationBest Projects
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
1 out of 60
Copilot for Microsoft 365: 4 weeks Proof of ConceptReliance Infosystems 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
We are thrilled to present our Copilot Seed Investment Offer, crafted to help organizations validate and achieve their AI objectives using Microsoft 365.
2 out of 60
Dynamics 365 Business Central Plus: 12 Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Plus Package builds upon the Preferred Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Financial Reporting).
3 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
4 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data Systems
+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
Get your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
5 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherweb
+1
Applicable to:
power-bi product iconPower BI apps
Looking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
6 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Free one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
7 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management Concepts
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
8 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse Ltd
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
9 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
10 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology Partners
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
11 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
12 out of 60
Copilot for Microsoft 365: 6-Weeks ImplementationReliance Infosystems Inc.
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Unlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
13 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
14 out of 60
AI-enhanced Microsoft Maturity Assessment and AdvisoryPunchcard Systems Inc.
+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
Baseline your Microsoft 365 maturity and build a clear, actionable roadmap. Our AI-enhanced Microsoft Maturity Assessment evaluates 8 core competencies and delivers prioritized recommendations.
15 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
power-bi product iconPower BI apps
Customized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
16 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
17 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLC
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
This offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
18 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks ImplementationFIRSTSOURCE SOLUTIONS LIMITED
+1
Applicable to:
powerapps product iconPower Apps
If you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
19 out of 60
Office 365 Tenant to Tenant Migration: 1-week AssessmentC1st Technologies LLC
+3
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Riskm365-sa-threat-protection product iconThreat Protection
We understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
20 out of 60
Self Serv BI: 2-Wk AssessmentHitachi Solutions
+1
Applicable to:
power-bi product iconPower BI apps
Sign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
21 out of 60
Power BI Center of Ex: 5-Wk Proof of ConceptPragmatic Works
+1
Applicable to:
power-bi product iconPower BI apps
During this 5 week engagement, Pragmatic Works will work with your organization to harness all the capabilities of Power BI.
22 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentSIROCo LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A free in-depth assessment of your business to determine if Dynamics 365 Business Central is a good fit for your organization.
23 out of 60
Dealer Management System 2-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
24 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
For organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
25 out of 60
Advanced Power BI Jump Start w/ Training: 3-Wk POCCovenant Technology Partners
+1
Applicable to:
power-bi product iconPower BI apps
Move beyond Excel. Quickly turn your data into actionable insights with a 3 week Power BI POC and training with a follow-up health check.
26 out of 60
Power BI Directional: 3-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
power-bi product iconPower BI apps
A directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
27 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree Limited
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Discover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
28 out of 60
Dynamics 365 Business Central - Financials Package: 8-Wk ImplementationAlta Vista Technology
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
In our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
29 out of 60
Jobs and Project Costing: 12-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 financials, jobs, and project costing modules.
30 out of 60
CCaaS AssessmentHitachi Solutions
+1
Applicable to:
dynamics-365-for-customer-services product iconCustomer Service
This assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
31 out of 60
Dynamics 365 Fin&Ops Development: 10-Day WorkshopQuick ERP Co., Ltd.
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
32 out of 60
Process Optimization with AI AssessmentArgano LLC
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Unlock rapid, high-impact process improvements by combining business insight with AI and automation technologies
33 out of 60
Get your Viva Pilot in 2 Weeks!Maureen Data Systems
+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
Get your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
34 out of 60
Power Platform Governance WorkshopCovenant Technology Partners
+1
Applicable to:
powerapps product iconPower Apps
1-day workshop to understand Power Platform Governance
35 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft Systems
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
CloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
36 out of 60
Discover Your Data: 3-Day AssessmentAdvaiya Solutions Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
37 out of 60
Power BI and Security Features: 2-Hr BriefingUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
38 out of 60
Hybrid Meetings and Rooms WorkshopCovenant Technology Partners
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Hybrid Meetings and Rooms 8-hour Workshop: Define your business priorities and scenarios that drive hybrid meetings.
39 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
40 out of 60
Business Central Fin and Dist: 2-Hr AssessmentIntegrated Computer Systems Support
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Distributors who want to learn about the new Microsoft Dynamics 365 Business Central offering and how it can serve your business, this assessment is perfect for you.
41 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactory
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
BestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
42 out of 60
Application Lifecycle Management - Managed Service EngagementInnovative-e Inc.
+2
Applicable to:
m365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Support you Microsoft Power Apps and Teams4PM applications with our Application Lifecycle Management Services.
43 out of 60
Microsoft 365 License AuditLouisville Geek LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-mobile-device-management product iconMobile Device Management
The goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
44 out of 60
Business applications systems: 10-Day AssessmentABM Technology Group
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
*A 7 to 10-day deep dive with system design and solution architect experts to establish an implementation plan for Microsoft Dynamics 365 Business Central.
45 out of 60
DevOps4Dynamics 365 Maturity: 3-Day AssessmentTesthouse Ltd
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Assess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
46 out of 60
Dynamics 365 Business Central: 1-Hr BriefingLBMC Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
An onsite overview demo for an understanding of the capabilities of Dynamics 365 Business Central.
47 out of 60
Launch Dynamics: 8-Hr ImplementationIntellitec Solutions LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Assistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
48 out of 60
Dynamics 365 Quick Start: 10-Day ImplementationJibe Cloud Services
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
This engagement is designed to get you up and running with Dynamics 365 for Sales quickly and inexpensively.
49 out of 60
Dynamics 365 CE Sales: 10-Wk ImplementationWipfli LLP
+1
Applicable to:
dynamics-365-for-sales product iconSales
Wipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
50 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
51 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology Group
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Is Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
52 out of 60
Financial Services Viva Listening - 3 day WorkshopPoint B
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-workplace-analytics product iconWorkplace Analytics
Discover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
53 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
54 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-project-service-automation product iconProject Service Automationpower-bi product iconPower BI apps
This workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
55 out of 60
Innovate with Low Code AI, AI Agents, and BDOBDO
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Migrate and modernize your estate by transforming workloads and workflows with intelligent automation and low code Power Platform solutions
56 out of 60
Create a Power App: 1-day WorkshopTech Mahindra Limited
+1
Applicable to:
powerapps product iconPower Apps
Tech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
57 out of 60
Microsoft 365 Security Program - 10 WeeksTrace3
+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
This engagement’s primary objective is to develop and rationalize Client's Security use cases and construct a roadmap around the adoption of the Microsoft 365 Security and Mobility Suite.
58 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
59 out of 60
CRM Onboarding: 1-Wk ImplementationSherweb
+1
Applicable to:
dynamics-365-for-sales product iconSales
A fast and easy way to deploy Dynamics 365 for Sales.
60 out of 60
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