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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 Customer Insights: 1 Week WorkshopCognizant
+1
Applicable to:
dynamics-365-customer-insights product iconCustomer Insights
In a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
1 out of 60
Identity Foundation Proof Of Concept with Microsoft Entra in 4 WeeksArmis, Sistemas de Informação, Lda
+1
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Management
Leverage the full suite of Microsoft 365 products - Secure internal and external Identities with Microsoft Entra
2 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ Software
+1
Applicable to:
power-bi product iconPower BI apps
Struggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
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
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
5 out of 60
Office Add-in Modernization with AI: 1-Hour BriefingiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Our experts will assess the current setup, identify modernization opportunities, and suggest how AI tools like Copilot and Azure OpenAI can be integrated and aligns smoothly with Microsoft 365
6 out of 60
Office Solution Migration Assistant for Tableau to Microsoft Power BIOffice Solution
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
TABLEAU TO POWER BI MIGRATION
7 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Here we offer complimentary 2-hour consultation where our experts will audit your current data ecosystems and then structure a clear roadmap to enhance insights, automation, and AI adoption.
8 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Our free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
9 out of 60
Modernize Your Word Add-in with Copilot & AI - Free 2-HouriFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Free 2-hr consulting session where we assess your current Word Add-in and build a step-by-step roadmap to modernize it for improved teamwork and integration with AI capabilities, Microsoft 365, cloud.
10 out of 60
Rediff to Microsoft 365 Migration – 2 Hour ConsultationiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
In just 2 hours, our experts will walk you through the exact migration roadmap by ensuring your emails, contacts and calendars are ready for a smooth transition.
11 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso Corporation
+1
Applicable to:
power-bi product iconPower BI apps
This offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
12 out of 60
Microsoft Dynamics 365 Customer & Customer Service Insights: 6 Week ImplementationCognizant
+2
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicedynamics-365-customer-insights product iconCustomer Insights
Envisioning, deployment, and support services for Microsoft Dynamics 365 Customer Service Insights
13 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.
14 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.
15 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days WorkshopCloudica
+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
Our workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
16 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.
17 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Join us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
18 out of 60
ESG compliance toolBit Peak sp. z o.o.
+1
Applicable to:
power-bi product iconPower BI apps
Simplify your Environmental, Social, and Governance reporting with real-time insights and easy-to-use dashboards.
19 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersionSynergy Advisors LLC
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Control data sharing and ensure security compliance for scalable, effective growth
20 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
This session is designed specifically for business users — no technical expertise required.
21 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Experience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
22 out of 60
Modernize Your Word Add-in with AIiFour Technolab Private Limited
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Our team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
23 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.
24 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.
25 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayon
+1
Applicable to:
m365-sa-cloud-security product iconCloud Security
Secure, easy-to-use SaaS backup for your Microsoft 365 data
26 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.
27 out of 60
Synergy Advisors Security Engagement (Pilot) 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-knowledge-and-insights product iconKnowledge & Insights
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
28 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriPark
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
29 out of 60
Dynamics 365 Business Central: 10Hr Implementationtrue org cloud
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
30 out of 60
Synergy Advisor POC-in-a-box 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
Enhance your security posture with Synergy Advisors POC-in-a-box for Microsoft Security Copilot
31 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
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
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.
+2
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
34 out of 60
Ingram Micro - Microsoft Power Automate – Discovery PackageIngram Micro
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
35 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.
36 out of 60
Onesec Digital IdentitySecure Nextgen Systems
+2
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-threat-protection product iconThreat Protection
Having a Zero Trust and IGA/IAM (Identity Governance and Administration / Identity and Access Management) service offering becomes increasingly relevant
37 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.
38 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
Speed-up your inventory process and involve your employees into it!
39 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 .
40 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab Inc
+1
Applicable to:
power-bi product iconPower BI apps
An overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
41 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
42 out of 60
Pure Discovery: WorkshopPure Company Sp. z o.o.
+1
Applicable to:
power-bi product iconPower BI apps
1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
43 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)NewTech
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
This workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
44 out of 60
LTIMindtree Business Applications 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.
45 out of 60
Copilot BriefingNewTech
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
This engagement is the entry point for Copilot in Microsoft 365, showcasing main use cases, personas and value
46 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTech
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
47 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUE
+1
Applicable to:
dynamics-365-for-sales product iconSales
Prise en main des usages de Copilot for Sales par les métiers
48 out of 60
Synergy Advisors POC-in-a-box for Microsoft Purview Information ProtectionSynergy 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-knowledge-and-insights product iconKnowledge & Insights
The Synergy Advisors POC-in-a-box offers a flexible solution designed to elevate your compliance use cases without requiring you to invest in architecture or setup tasks
49 out of 60
MDS - Threat Protection EngagementMaureen Data Systems
+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
A 3-day engagement to discover threats and vulnerabilities to a customer's Microsoft cloud and on-premises environments & enhance a customer's ability to detect, respond & mitigate security threats.
50 out of 60
Power Platform: 5-6 Weeks ImplementationG&P Projetos e Sistemas
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
G&P Power Platform Implementation & Services
51 out of 60
Scale Business Operations with AI - Dynamics 365 Business CentralNexer
+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.
52 out of 60
Microsoft 365 Copilot Adoption Service By TD SYNNEXTD SYNNEX Brasil Ltda
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Accelerate the Microsoft 365 Copilot adoption by breaking AI myths and barriers, incorporating application methodologies efficiently in each organization area and promoting business growth.
53 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify Dots
+2
Applicable to:
dynamics-365-for-customer-services product iconCustomer Servicepowerpages product iconPower Pages
Streamline insurance service with AI-driven case management and omni-channel customer support.
54 out of 60
MDS Copilot Inspire & Design One-Day WorkshopMaureen 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 one-day presales workshop intended to help incite customers' Copilot scenario envisioning and benefit usage ideation.
55 out of 60
Microsoft Power BI: 5-6 Weeks ImplementationG&P Projetos e Sistemas
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
G&P Power BI Implementation & Services
56 out of 60
Synergy Advisors - Windows in the Cloud AssessmentSynergy Advisors LLC
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Modernize your endpoints with Windows in the Cloud to enhance performance, security, and management of operating systems flexibly and efficiently.
57 out of 60
OneShieldSecure Nextgen Systems
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Management
The Oneshield is a security solution as designed to support the client by delivering value
58 out of 60
Copilot for Microsoft 365 Full Security and Adoption Enablement Solution "ONESEC.AI"Secure Nextgen Systems
+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
It is your ally in artificial intelligence to enhance productivity, innovation and efficiency in organizations.
59 out of 60
Cybersecurity Risk Assessment 2 WeeksWhite Hat Consultores S.A. de C.V.
+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
Evaluación de ciberseguridad para la detección de riesgos y construcción de un programa de mejora
60 out of 60
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