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Financial Services

Convértase nun asociado de confianza para os seus clientes e diferencie a súa entidade financeira dos competidores. Explore as ofertas para servizos financeiros que lle axudarán a crear novo valor con tecnoloxía innovadora.
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Servizos de consultoría resultados para Servizos financeiros

Mostrando resultados de servizos de consultoría.
Ver resultados relacionados en aplicacións ou resultados relacionados en nubes sectoriais.
Power Platform Discovery: 4-Hr WorkshopExperience Digital
+1
Applicable to:
powerapps product iconPower Apps
A high level discovery session, applicable to all industries: Make a huge impact by leveraging the power platform with its low code capability and quick turn around time.
1 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.
2 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
A monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
3 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis Computer
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
El objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
4 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
5 out of 60
TTEC Digital Solution for Dynamics Genesys Integration: 2-Day ImplementationTTEC Digital
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Integrate Microsoft Dynamics 365 and Genesys PureCloud with InteractionSync
6 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini Group
+1
Applicable to:
powerapps product iconPower Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
7 out of 60
Stockloud: 2-wks AssesmentC-ven Technologies
+1
Applicable to:
powerapps product iconPower Apps
Helping brokers to automate their account opening process and customer lifecycle
8 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
9 out of 60
Kainos AI Shared MailboxKainos
+1
Applicable to:
powerapps product iconPower Apps
We help organisations gain better visibility, control and value from their Mailbox(s), providing a minimum of 20% process efficiency on request handling for business users.
10 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SAS
+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
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
11 out of 60
Microsoft Viva: 2-Days Assessmentatwork
+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
Enhance your employee experience and engagement with Microsoft Viva
12 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPL
+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
A free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
13 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
Migrate Salesforce users to Microsoft Dynamics 365
14 out of 60
Copilot for Sales- Salesforce OfferHitachi Solutions
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Our two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
15 out of 60
Financial Consolidation & Reporting - FINCONAtna Technologies
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Centralpower-bi product iconPower BI apps
Empower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
16 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage Squared
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Equipping your organisation to implement modern information management across your Microsoft 365 environment
17 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.
18 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
19 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data Systems
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
The Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
20 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!
21 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.
22 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsult
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Provide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
23 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics Edge
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.
24 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Hands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
25 out of 60
Viva: 5-days WorkshopSoftline Trade
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Softline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
26 out of 60
Microsoft 365: 3-D Implementationatwork
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-microsoft-365-live-events product iconMicrosoft 365 Live Events
Accelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
27 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-teamwork-deployment product iconTeamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
28 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLC
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-mobile-device-management product iconMobile Device Management
Synergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
29 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationPrelude Systems Inc
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Accelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
30 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTC
+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
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
31 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
32 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
33 out of 60
Dynamics 365 Field Service: 5-Day WorkshopMTC
+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
Learn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
34 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.
35 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
36 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
37 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P Ltd
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Identify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
38 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
39 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinly
+2
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Working together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
40 out of 60
Microsoft 365 Copilot: 4-Hour Hands-On WorkshopCloud 9 Infosystems, Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
Microsoft 365 Copilot: 4-Hour Hands-On Workshop helps you to identify high-impact use cases, and build a clear, actionable roadmap for secure and scalable AI Adoption.
41 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizapp
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Estratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
42 out of 60
HR AgentAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
The HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
43 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.
44 out of 60
Manage Compliance Obligations & Risks with Microsoft PurviewBDO
+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
Enhance data security by streamlining compliance operations and managing regulatory requirements across your organization and third-party services with Microsoft Purview
45 out of 60
Collaboration Assessment 4 WksKinly
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Hybrid Work Collaboration Assessment 4 weeks program with full report
46 out of 60
Power Platform: 1-Hr BriefingBJSS Limited
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
An opportunity to get a better understanding around Low Code technologies and how your company can get best use out of it
47 out of 60
NashTech Power Platform: 1-Wk ImplementationNashTech
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Build YOUR agile business processes with the Microsoft Power Platform
48 out of 60
Microsoft Teams Room Implementation Services 1 WeekKinly
+1
Applicable to:
m365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Designing, delivering and implementing your Hybrid Office Environment based on Microsoft Teams Rooms Solutions
49 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle Integration
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-mobile-device-management product iconMobile Device Management
ECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
50 out of 60
Speed of Cash - Business Intelligence TrainingFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Build Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
51 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.
52 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologies
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Services
Enable your team to work securely and productively using Microsoft 365 best practices.
53 out of 60
Excel Migration Acct/Contact: 2-Day 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
This service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
54 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologies
+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
Evaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
55 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
56 out of 60
Power BI Connector: 3-Wk ImplementationSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
57 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCC
+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
SCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
58 out of 60
Dynamics 365 Finance 10-Wk ImplementationHSO US (AKA)
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-project-operations product iconProject Operations
Dynamics 365 Finance & Supply Chain Implementation Services
59 out of 60
Hybrid Meetings and Meeting Rooms WorkshopAVI-SPL
+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
Helps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
60 out of 60
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