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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.
Pepas Cloud App in a Day: 1-Day WorkshopPepas Cloud
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Pepas Cloud offers consulting services, through workshops, to help you create apps.
1 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply
+1
Applicable to:
dynamics-365-marketing product iconMarketing
1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
2 out of 60
Migration to Power BI: 1-Day AssessmentInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
This offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
3 out of 60
Microsoft 365 Copilot Awareness and Readiness ServicesDXC
+1
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Services
Explore the power of generative AI, natural language processing and large language models in our Advisory Workshop.
4 out of 60
Free Workshop on Copilot StudioCompusoft_Stratgyk US
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
In the workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
5 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.
6 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.
7 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.
8 out of 60
Modernize your Applications with Microsoft 365 Power Apps: 2 weeks implementationArmis, Sistemas de Informação, Lda
+1
Applicable to:
powerapps product iconPower Apps
Design a business process of your choice and build a basic Power App as a working solution that you can use to automate your process and showcase it within your organization.
9 out of 60
Agile Business Central Deployment with CopilotNexer
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI appspowerapps product iconPower Apps
Implementation and training of Dynamics 365 Business Central for small and medium-sized businesses, 4-week Agile project.
10 out of 60
Modernize Business ApplicationsConcurrency, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
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
Data to AI Strategy WorkshopArgano LLC
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-customer-insights product iconCustomer Insightspower-bi product iconPower BI apps
Unify your data platform and modernize your data estate for AI-driven insights
13 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital Workplace
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Addresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
14 out of 60
Cloud Endpoints (Modern End Point Management): 3-Month ImplementationTEKsystems Global Services LLC.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Accelerate customer entry into Modern Workplace. Focus on Azure, Intune and Autopilot technologies. Build multifaceted strategy roadmaps that consider short and long term advance in maturity.
15 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.
16 out of 60
Continual Development ServiceBusiness Cloud Integration Ltd
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Dedicated team to develop, manage and grow your Power Platform Estate
17 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk AssessmentTata Consultancy Services Ltd.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
18 out of 60
Process Digitization with Power Platform: 7-Day Assessment OfferIntech Systems Pvt Ltd.
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Elevate your digital transformation agenda with our Power Platform Assessment offer, unlocking precision and strategic insights for a transformative digital journey.
19 out of 60
People Experience powered by Microsoft VIVACapgemini Group
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
20 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymind
+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
Garantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
21 out of 60
Advanced eDiscovery : 10-Wks ImplementationWipro Ltd
+2
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Wipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
22 out of 60
Avanade Microsoft 365 Copilot Information Management 4 wk Imp. FY24Avanade, Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
23 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecure
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Tailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
24 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.
25 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro Ltd
+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
Understand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
26 out of 60
Microsoft 365 Information Protection and Governance: 12 week ImplementationINFOTECHTION
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Develop a strategy and blueprint for protecting and governing your information in Microsoft365 and beyond. Implement and manage through Infotechtion managed services.
27 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
28 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.
+2
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automate
ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
29 out of 60
Microsoft 365 Security Health Check Assessment 3-WkBulletproof Solutions Inc.
+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
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
30 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
An in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
31 out of 60
Insurance Premium Audit Automation – 2 Hours BriefingHappiest Minds Technologies Limited
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
This briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
32 out of 60
Modern Work Foundation: 4-Wk ImplementationEnlighten Designs Ltd
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-workplace-analytics product iconWorkplace Analytics
Build a solid foundation for your Modern Workplace in just 30 days
33 out of 60
Legacy Data Migration and Optimization: 52-Wk MigrationLighthouse Global
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
This engagement delivers defensible migration from legacy on-prem archives to Microsoft 365, mapping to the Microsoft Purview suite of tools.
34 out of 60
MDS Copilot Empower & Achieve Two-Week EvaluationMaureen 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
A two-week evaluation engagement for specific customer technical, functional or role-based Copilot scenarios intended to help them accelerate real-world Microsoft 365 Copilot productivity.
35 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology Partners
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Drive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
36 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecure
+1
Applicable to:
dynamics-365-for-sales product iconSales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
37 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo Software
+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
The Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
38 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
A one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
39 out of 60
Power Platform Governance - Adoption FrameworkReal Impact Technology Consulting
+3
Applicable to:
dynamics-365-for-sales product iconSalespower-automate product iconPower Automatepowerapps product iconPower Apps
A implementação de uma metodologia para tratar o CoE é fundamental na Power Platform, pois permite garantir a segurança, a escalabilidade e a conformidade das soluções implementadas
40 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluent
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
41 out of 60
Implementation of Microsoft Copilot Studio AI AgentPresidio
+2
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agents
AI Agent provides a tailored solution that integrates Generative AI and Natural Language Understanding to automate customer service tasks and streamline workflows across digital and voice channels.
42 out of 60
Copilot Studio Helpdesk ServicesCompusoft_Stratgyk US
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
Get expert assistance to resolve issues, build custom AI agents, and optimize Microsoft Copilot Studio for your enterprise needs.
43 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluent
+1
Applicable to:
powerapps product iconPower Apps
A comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
44 out of 60
Avanade Security Risk AssessmentAvanade, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
45 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.
46 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
47 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.
48 out of 60
AVASecure 360 - Microsoft 365 Security & Governance Solutions by AVASOFTAVASOFT
+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
Aware of your Microsoft 365 security? Our solutions secure Teams, SharePoint, and more. Use custom policies, threat detection, and monitoring to protect data, mitigate risks, and ensure compliance.
49 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.
50 out of 60
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLP
+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 engagement explores how to get the most value out of your Dynamics 365 Implementation
51 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-project-service-automation product iconProject Service Automation
In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
52 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks AssessmentArmis, Sistemas de Informação, Lda
+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
The Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
53 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
54 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidio
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Align goals and measure success with a Copilot Adoption Accelerator from Presidio.
55 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq Global
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
56 out of 60
VIVA_Employee_Experience: 12-Wk ImplNTT DATA EMEAL
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deploymentm365-sa-workplace-analytics product iconWorkplace Analytics
Assessment and Implementation of Viva Insights, Viva Learning, Viva Topics or Viva Connection
57 out of 60
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.
58 out of 60
Microsoft Copilot Studio ChatbotManaged Solution
+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
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
59 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen 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
A four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
60 out of 60
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