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Financial Services

Diventare partner di fiducia per i propri clienti e differenziare l'istituto finanziario dalla concorrenza. È possibile esplorare le offerte di servizi finanziari che consentono di creare nuovo valore con tecnologie innovative.
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Servizi di consulenza risultati per Servizi finanziari

Visualizzazione di risultati in servizi di consulenza.
Visualizza risultati correlati in app o risultati correlati in cloud di settore.
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
1 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, Lda
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Leverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
2 out of 60
Rapid Application Modernization Program: 10 Wk POCCognizant
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Rapid Application Modernization (RAMP) Program-Help workers do more with smarter tools customized for their role with meaningful POCs. RAMPv program focuses on Employee Experience with Microsoft Viva.
3 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.
4 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT Consultants
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Central
If you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
5 out of 60
Microsoft 365 E5 KAM-Fort Deployment: 8 Week Imp.KAMIND IT, 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
KAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack, CMMC pre-assessment option and the optional addition of Into The Breach Project Ares Cyber Range training.
6 out of 60
OPS Hub - Customer Portal SolutionIntelegain Technologies
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
A solution for customers to track item availability, dispatches and place order realtime
7 out of 60
Active Directory Security on DemandComtrade System Integration
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-insider-risk product iconInsider Riskm365-sa-threat-protection product iconThreat Protection
Discover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
8 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr AssessmentTurnkey Tec
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
9 out of 60
Power BI: 3-Day Proof of ConceptInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
Using your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
10 out of 60
Upgrade Analysis Dyn 365 F&SC: 3-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Analysis Assessment to Dynamics 365 Finance and Operations for enterprise businesses
11 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-field-services product iconField Service
This engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
12 out of 60
CRM Performance Analysis: 10-Day AssessmentMTC
+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 is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
13 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.
14 out of 60
Advisory Service for Microsoft CloudDell Technologies Services
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-cloud-security product iconCloud Securitym365-sa-knowledge-and-insights product iconKnowledge & Insights
Leverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
15 out of 60
Introducing Copilot for Microsoft 365: 1-hour WorkshopThe Cloud Factory EMEA Ltd.
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
16 out of 60
Hexaware Digital Contact Center and CX TransformationHexaware Technologies
+3
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insightsdynamics-365-customer-voice product iconCustomer Voice
Empowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
17 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Merge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
18 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Microsoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
19 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
20 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLC
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
21 out of 60
Symity 5 Day Teams Premium PilotSYMITY, part of Charterhouse Voice & Data Ltd
+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
Microsoft Teams Premium elevates your meeting experience. This pilot explains the key features of Microsoft Teams Premium and provides you with hands on experience with a 30 day trial.
22 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.
23 out of 60
Deployment Advisor - 1 Week ImplementationLTIMindtree Limited
+1
Applicable to:
dynamics-365-for-sales product iconSales
This tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
24 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
Applicable to:
power-bi product iconPower BI apps
An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
25 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 .
26 out of 60
Microsoft 365 Collaboration & Productivity Managed ServiceTEKsystems Global Services LLC.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-firstline-workers product iconFrontline Workers
TEKsystems can help you maximize adoption of Microsoft 365 solutions can drive change management to derive benefits for your business processes and needs.
27 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVision
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Find out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
28 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoCSoftServe Inc.
+1
Applicable to:
dynamics-365-human-resources product iconHuman Resources
Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
29 out of 60
SMS for Case Management: 1-Day ImplementationenCloud9
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
During this implementation, we will build a Microsoft Flow that will notify your customers when a case has been created and when significant milestones have been achieved (I.e. - case completion).
30 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
31 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.
32 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.
33 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow Corporation
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Achieve your expected business value from Dynamics. Tune-up assessment
34 out of 60
Power BI Flight School: 2-Hr WorkshopMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
Power BI Flight School is hands-on training designed exclusively for the business user.
35 out of 60
Dynamics 365 Business Central, HCM & ADP: 1-Hr AssessmentJourneyTEAM
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Service
FREE 1-hr assessment discussing your current ERP system including Dynamics 365 Business Central. We will evaluate gaps in your ERP, Payroll, HR and Human Capital Management (HCM) systems.
36 out of 60
Machine Learning: 6-Wk Proof of ConceptBeyondsoft Consulting
+1
Applicable to:
power-bi product iconPower BI apps
Build a Proof-of-Concept with your data and see how Machine Learning can drive your business.
37 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.
38 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallan
+1
Applicable to:
power-bi product iconPower BI apps
In this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
39 out of 60
Microsoft Sentinel Security Consulting ServiceComtrade System Integration
+2
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-threat-protection product iconThreat Protection
Microsoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
40 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet
+1
Applicable to:
power-bi product iconPower BI apps
Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
41 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL Company
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
PowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
42 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Microsoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
43 out of 60
AvePoint Policies & Insights: 10-Days AssesmentsIT-Dev sp. z o.o.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governance
Assesment's outcomes: • Enable centralized reporting on Microsoft 365 security. • Discover potential risks and exposed content. • Enforce policies and automatically remediate security breaches!
44 out of 60
Phone System 1h EngagementNewTech
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
This engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
45 out of 60
Power Automate Practice 4-Wk ImplementationTech Mahindra Limited
+1
Applicable to:
powerapps product iconPower Apps
Power Automation Practice Build Up in a 4-Wk Implementation
46 out of 60
SCCM Dashboard for Power BI: 3-Wk ImplementationMarquam Group
+1
Applicable to:
power-bi product iconPower BI apps
The System Center Configuration Manager (SCCM) Dashboard Solution Template offers intuitive visualizations that give you an on-demand snapshot of your environment wherever you are.
47 out of 60
Synergy Advisors Architecture Design Sessions (ADS) for Microsoft Security CopilotSynergy Advisors LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
48 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow Corporation
+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
Make Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
49 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware Technologies
+3
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Appspowerpages product iconPower Pages
Boost Your Customer and Community Engagements With Our Power Pages Consulting offer
50 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTC
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Dynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
51 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our solution will help you design and create Word templates for Dynamics 365.
52 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.
53 out of 60
Tableau to Power BI Migration Utility Plus Free Migration AssessmentKPI PARTNERS INC
+1
Applicable to:
power-bi product iconPower BI apps
Free assessment of your Tableau to Power BI migration using KPI's Tableau to Power BI Migration Utility
54 out of 60
Implementation of Microsoft Purview QuickStartPresidio
+3
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Enhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
55 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.
56 out of 60
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-business-central product iconBusiness Centraldynamics-365-for-customer-services product iconCustomer Service
MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
57 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.
58 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."One Diversified
+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
Organizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
59 out of 60
Custom Data Migration to Microsoft 365 - Secure, Scalable & SupportediFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
At iFour Technolab - we offer comprehensive, customized data migration services to ensure a smooth, secure, and efficient transition — tailored to your business needs.
60 out of 60
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