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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.
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.
1 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
2 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.
3 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)
4 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.
5 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.
6 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
7 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
8 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
9 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
10 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.
11 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.
12 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.
13 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.
14 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
15 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
16 out of 60
Tableau to Power BI Metadata Accelerator: 4 Wk Migration AssessmentPrelude Systems Inc
+1
Applicable to:
power-bi product iconPower BI apps
Tableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
17 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
18 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
An assessment of your reporting needs that provides a path forward to meet your business goals.
19 out of 60
Microsoft Defender for Endpoint QuickStartPresidio
+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
Presidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
20 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO
+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
Prove the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
21 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoft
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
22 out of 60
Windows 365 ImplementationAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Management
Windows 365 is a cloud-based service that automatically creates a new type of Windows virtual machine (Cloud PCs).
23 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.
24 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL Company
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
PowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
25 out of 60
Marketing Accelerator: 7-Day ImplementationenCloud9
+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
Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
26 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.
27 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Harness the power of Microsoft Power BI for your business
28 out of 60
Core Financials: 4-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 financial modules.
29 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidio
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Review data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
30 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.
31 out of 60
KK Teams Design and Planning WorkshopKraft Kennedy
+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-teamwork-deployment product iconTeamwork Deployment
Design and planning workshop for Microsoft Teams collaboration software
32 out of 60
Microsoft Copilot Studio: AI Business StrategyAlfa Connections Pte Ltd
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
An end-to-end solution designed to help organizations harness the transformative potential of artificial intelligence.
33 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
34 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
35 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Hands-on, interactive exploration of Copilot’s vast capabilities
36 out of 60
Microsoft Copilot Studio: Proof of ConceptAlfa Connections Pte Ltd
+1
Applicable to:
power-virtual-agents product iconPower Virtual Agents
Accelerate AI Innovation with Microsoft Copilot Studio: Proof of Concept
37 out of 60
Power BI Governance: 1-Day WorkshopSlalom Consulting
+1
Applicable to:
power-bi product iconPower BI apps
This workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
38 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
39 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK AssessmentKinly
+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
Helping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
40 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte Ltd
+1
Applicable to:
m365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
41 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle Integration
+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 assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
42 out of 60
Dynamics 365 Extensions: 10-Wk 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 Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
43 out of 60
Power Apps and Automate: 10-Day ImplementationXRM Vision
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
For the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
44 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.
+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
IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
45 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.
+1
Applicable to:
power-bi product iconPower BI apps
An in-depth engagement leading to an implementation of an IT Operations Dashboard.
46 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz Inc
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI apps
Drive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
47 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BI
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Optimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
48 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.
+1
Applicable to:
power-bi product iconPower BI apps
EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
49 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLC
+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
Baseline Microsoft Intune Design and Deployment Services - Comprehensive
50 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizapp
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicedynamics-365-for-project-service-automation product iconProject Service Automation
Boost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
51 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Three-week Implementation and Support for Microsoft Dynamics 365 Business Central.
52 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
53 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Migrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
54 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
In one hour, we can determine if Dynamics 365 Business Central is right for you.
55 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Learn if Microsoft Dynamics 365 Business Central is right for your business.
56 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Five-day Implementation and support for Microsoft Dynamics 365 Business Central.
57 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.
58 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLC
+1
Applicable to:
m365-sa-threat-protection product iconThreat Protection
The goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
59 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.
60 out of 60
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