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Financial Services

고객에게 신뢰할 수 있는 파트너가 되어 금융 기관을 경쟁업체와 차별화하세요. 혁신적인 기술로 새로운 가치를 창출하는 데 도움이 되는 금융 서비스 오퍼링을 살펴보세요.
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SendGuard365 for OutlookStandss (South Pacific) PTE Limited
+1
Applicable to:
outlook product iconOutlook
Stop confidential information from getting emailed to unintended recipients
1 out of 60
Cloud Hubatwork GmbH
+1
Applicable to:
teams product iconTeams
Receive important news from your Microsoft tenant.
2 out of 60
GatekeeperCinergy Technology Ltd
+3
Applicable to:
excel product iconExcelpowerpoint product iconPowerPointword product iconWord
Streamline your work with documents and Contract Templates stored in Gatekeeper.
3 out of 60
Fin365 CRM for Financial ServicesFin365
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Fin365 is a cloud based business and customer management system for financial services professionals
4 out of 60
Click2Mail - Send postal mail quick and easy!C2M LLC
+1
Applicable to:
word product iconWord
We print and mail your documents the next business day via First-Class, Certified or Priority Mail.
5 out of 60
Keepit backup and recovery for Microsoft applicationsKeepit A/S
+1
Applicable to:
saas product iconSaaS
Your strong weapon against data loss for M365, Entra ID, Dynamics, Azure DevOps and Power Platform
6 out of 60
K2 WorkflowSourcecode Technology Holdings Inc
+1
Applicable to:
saas product iconSaaS
K2 Workflow Platform
7 out of 60
Import Financials & Models - ValueInvesting.ioValueInvesting.io
+1
Applicable to:
excel product iconExcel
Import financials and compute fair-value estimates for any company globally with a click of a button
8 out of 60
Comulate AgentComulate
+1
Applicable to:
outlook product iconOutlook
Comulate Agent boosts productivity by handling repetitive tasks and streamlining workflows.
9 out of 60
MacabacusMacabacus Inc.
+1
Applicable to:
saas product iconSaaS
The fastest way to get more done in Microsoft 365
10 out of 60
DatasiteDatasite Cloud
+1
Applicable to:
outlook product iconOutlook
Centrally capture data on your M&A opportunities without leaving Outlook.
11 out of 60
IQ Banking CoreInnoQubit Software
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Automatiza tus procesos bancarios dentro de Microsoft Dynamics 365 Business Central
12 out of 60
Elyx.AITCD Apps
+1
Applicable to:
excel product iconExcel
Elyx.AI: AI copilot for Excel – analyse and automate your data in one click.
13 out of 60
Spark CommoditiesSPARK COMMODITIES PTE. LTD.
+1
Applicable to:
excel product iconExcel
Download Spark prices into your excel sheets.
14 out of 60
VerityRMS for OutlookVerity Platform
+1
Applicable to:
outlook product iconOutlook
VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Outlook
15 out of 60
FinnOne Neo™ LMSNucleus Software Exports Limited
+1
Applicable to:
saas product iconSaaS
A work-flow driven module which automates the loan management processes for financial institutions.
16 out of 60
CardioLog EngageIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Engage sends targeted messages to Teams’ users at the right time.
17 out of 60
EMIS Add-in for ExcelISI Emerging Markets
+1
Applicable to:
excel product iconExcel
The add-in retrieves and updates EMIS company database directly in your spreadsheet
18 out of 60
Unqork No-Code PlatformUnqork
+1
Applicable to:
saas product iconSaaS
Unqork is the only pure no-code enterprise-grade application development platform
19 out of 60
Atlas for Dynamics 365 insightsoftware
+1
Applicable to:
dynamics-365-for-operations product iconOperations
Tackle all your Dynamics 365 financial and operational reporting needs.
20 out of 60
Salesloft Draft on Behalf O365SalesLoft Inc.
+1
Applicable to:
outlook product iconOutlook
This extension allows Outlook users to easily draft emails on behalf of others in your organization.
21 out of 60
Docubird for OutlookXblox B.V.
+1
Applicable to:
outlook product iconOutlook
Docubird is the Microsoft 365 add-in for smart document management
22 out of 60
DMS NextMacroView
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Effortlessly manage, store & collaborate on your business files in Microsoft 365
23 out of 60
goHeather – AI Contract Review for Businesses2836014 ONTARIO INC.
+1
Applicable to:
word product iconWord
goHeather is a lawyer-trained AI that lives inside Microsoft Word, built for companies of all sizes.
24 out of 60
CardioLog AnalyticsIntlock Ltd.
+1
Applicable to:
teams product iconTeams
CardioLog Analytics tracks Microsoft Teams and provides meaningful usage reports
25 out of 60
Devart ODBC Driver for PostgreSQLDevart s.r.o.
+1
Applicable to:
saas product iconSaaS
Enhance PostgreSQL data integration with ODBC driver, offering real-time access, seamless analytics.
26 out of 60
Jet Analytics for Business Centralinsightsoftware
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Deliver a Single Source of Truth for Fast, Flexible Enterprise-Wide BI and Analytics
27 out of 60
Petty Cash Management AppData Semantics Pvt Ltd
+1
Applicable to:
powerapps product iconPower Apps
Real- Time Expense Tracking on Petty Cash App
28 out of 60
AvePoint Cloud Archiving for Microsoft 365AvePoint Inc.
+1
Applicable to:
saas product iconSaaS
Improve data quality, records and information compliance in Microsoft 365
29 out of 60
ShareSimpleSafe Online ApS
+1
Applicable to:
outlook product iconOutlook
Share and request sensitive and personal data with encryption, consent and authentication.
30 out of 60
Excel Send to TrelloKryl Solutions
+1
Applicable to:
excel product iconExcel
This Excel add-in makes it easy to bulk create cards in Trello from a table.
31 out of 60
DefinelyDefinely
+1
Applicable to:
word product iconWord
Definely is your one click tool for drafting, reviewing and proofreading legal documents.
32 out of 60
Archie - Room and Desk BookingArchie
+1
Applicable to:
outlook product iconOutlook
Real-Time Room & Desk Availability with Smart Filters for Seamless Scheduling
33 out of 60
Mike DocReviewMikeLegal
+1
Applicable to:
word product iconWord
Mike DocReview is an AI powered proofreading & formatting tool for reducing time spent on documents.
34 out of 60
Truss DocsTrussTech
+1
Applicable to:
outlook product iconOutlook
The most simple way for CPAs, Attorneys and Financial Advisors to request files from clients.
35 out of 60
AMC Banking 365 FinanceAMC Banking
+2
Applicable to:
dynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinance
AMC Banking 365 Finance simplifies complex banking and cash management concerns on a global scale
36 out of 60
Allwis for Excel Previewallwis
+1
Applicable to:
excel product iconExcel
Please only use Saas version - this version is only a placeholder for the Excel Add-in store.
37 out of 60
Dynamics 365 CRM Solution for InsuranceWaveAccess2
+1
Applicable to:
saas product iconSaaS
Unified workplace for insurance companies, an omnichannel business app interface
38 out of 60
CryptofinanceKraken Exchange
+1
Applicable to:
excel product iconExcel
Returns the exchange rate and other data for over 1,000 cryptocurrencies.
39 out of 60
ti&m placesti&m AG
+1
Applicable to:
teams product iconTeams
Implement your hybrid workplace strategy easily with our innovative desk & room booking tool.
40 out of 60
PSP ConnectN3 Vision AB
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
PSP Connect integrates with multiple Payment Providers such as Klarna, Adyen, Walley, PayPal & more.
41 out of 60
Avanade External ProductionAvanade, Inc.
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-operations product iconOperationsdynamics-365-for-finance-and-operations product iconFinance
Avanade External Production for Microsoft Dynamics 365 for Finance and Operations
42 out of 60
NICE CXone Agent for Microsoft DynamicsNICE
+4
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Servicepowerapps product iconPower Apps
Integrate CRM and contact center controls for more efficient agents and exceptional experiences.
43 out of 60
Yablo for OutlookTasks in a Box
+1
Applicable to:
outlook product iconOutlook
The Outlook add-in for smart and easy email collaboration.
44 out of 60
OpenBB Add-In for ExcelOpenBB, Inc
+1
Applicable to:
excel product iconExcel
Integrating real-time and historical market and economic data directly into your spreadsheets.
45 out of 60
Landis Contact Center for Microsoft TeamsLandis Technologies LLC
+1
Applicable to:
teams product iconTeams
A Call Center Designed for Office 365 Phone System that brings advanced queuing & analytics to Teams
46 out of 60
BlueGamma Add-InBlueGamma
+1
Applicable to:
excel product iconExcel
Access live EURIBOR and SOFR forward rates and swap rates in Excel for seamless financial modeling.
47 out of 60
FIS® Private Capital SuiteFIS
+1
Applicable to:
saas product iconSaaS
Real-Time Accounting and Reporting for Private Equity
48 out of 60
New HiresDalikoo Inc.
+1
Applicable to:
sharepoint product iconSharePoint
The New Hires web part enhances internal communication by sharing updates on recent team additions.
49 out of 60
DealRoomDealRoom
+1
Applicable to:
outlook product iconOutlook
The DealRoom Add-In for Outlook helps you move conversations along by bringing context from an email
50 out of 60
Power PRM by Netwise - Partner Relationship Management (PRM) for Dynamics 365Netwise S.A.
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalespowerapps product iconPower Apps
Power PRM is a stand-alone Partner Relationship Management solution built on Power Platform
51 out of 60
ALVAOALVAO s.r.o.
+3
Applicable to:
officemetaos product iconOffice appoutlook product iconOutlookteams product iconTeams
Connect agents and users within one workspace with ALVAO Service Desk for Microsoft Teams.
52 out of 60
IONIX (formerly Cyberpion) - Attack Surface Management RedefinedCyberPion
+1
Applicable to:
saas product iconSaaS
Widest Coverage, Sharpest Focus
53 out of 60
IRIS iConnectIRIS Business Services Limited
+1
Applicable to:
excel product iconExcel
Data Analytical Tool - Filed Data Extracted from Compliance Report.
54 out of 60
Suralink Secure File SharingSuralink, Inc.
+1
Applicable to:
outlook product iconOutlook
Send and request files natively using the Suralink Secure File Sharing Add-In for Outlook.
55 out of 60
Lightning Tools Lightning ConductorLightning Tools
+2
Applicable to:
sharepoint product iconSharePointviva product iconViva
SharePoint Content Aggregation From SharePoint Lists, Microsoft 365 Apps, and External Data.
56 out of 60
BurnRate for ExcelCloudNimble, Inc.
+1
Applicable to:
excel product iconExcel
🔥BurnRate for Excel brings the world's best sales capacity planning to your favorite spreadsheet!
57 out of 60
FIS Memento Enterprise FraudFIS
+1
Applicable to:
saas product iconSaaS
FIS Memento is an award-winning banking and payments fraud prevention and management system.
58 out of 60
RemailDevanalytic365
+1
Applicable to:
outlook product iconOutlook
Save hours of email writing by using Remail
59 out of 60
ArcherArcher RE
+1
Applicable to:
excel product iconExcel
Use Archer's AI to analyze Rent, Expense and Sale comps, and parse T12 financials and Rent Rolls
60 out of 60
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