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Financial Services

Torne-se um parceiro de confiança para os seus clientes e destaque a sua instituição financeira em relação à concorrência. Explore ofertas de serviços financeiros que o ajudam a criar novo valor com tecnologia inovadora.
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Serviços de consultoria resultados para Serviços Financeiros

A mostrar resultados em serviços de consultoria.
Ver resultados relacionados em aplicações ou resultados relacionados em nuvens da indústria.
Microsoft Purview Compliance Quickstart - 4-6 Week ImplementationProtiviti
+2
Applicable to:
m365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Jump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
1 out of 60
Financials SelfStart: 1-Hr ImplementationColumbus
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
This free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
2 out of 60
Upgrade/Migrate to Dynamics 365: 4-Hr AssessmentCiellos
+3
Applicable to:
dynamics-365-supply-chain-management product iconSupply Chain Managementdynamics-365-for-finance-and-operations product iconFinancedynamics-365-business-central product iconBusiness Central
An envisioning session to walk you through the ideal upgrade or migration path to Dynamics 365 for your environment, providing you with summary findings and high-level estimates.
3 out of 60
CRM Onboarding: 1-Wk ImplementationSherweb
+1
Applicable to:
dynamics-365-for-sales product iconSales
A fast and easy way to deploy Dynamics 365 for Sales.
4 out of 60
Dynamics 365 Add-in: 5-Wk ImplementationAkvelon
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancedynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Microsoft Dynamics 365 Add-in is a custom business logic that you can integrate with Dynamics 365 (both online and on-premises versions) to modify or augment the standard behavior of the platform.
5 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom Consulting
+3
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-power-platform-for-teams product iconPower Platform for Teams
Simplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
6 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!
7 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
8 out of 60
Microsoft Intune: 3-Hour Assessmenttrue org cloud
+3
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-mobile-device-management product iconMobile Device Management
An in-depth assessment of your current IT environment for Microsoft Intune implementation
9 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree Limited
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Discover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
10 out of 60
Dynamics 365 Sales: 20 Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-for-sales product iconSales
Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
11 out of 60
Continual Development ServiceBusiness Cloud Integration Ltd
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Dedicated team to develop, manage and grow your Power Platform Estate
12 out of 60
Sales and CRM SmartStart: 4-Day ImplementationColumbus
+1
Applicable to:
dynamics-365-for-sales product iconSales
Get Dynamics 365 for Sales up and running quickly with your own data.
13 out of 60
Power BI Advanced 2-Day TrainingHitachi Solutions
+1
Applicable to:
power-bi product iconPower BI apps
Two full days of hands-on learning Power BI, Microsoft's comprehensive reporting offering.
14 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi Solutions
+3
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Servicedynamics-365-for-field-services product iconField Service
Our proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
15 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaro
+1
Applicable to:
m365-sa-workplace-analytics product iconWorkplace Analytics
Accelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
16 out of 60
CSE Microsoft Teams voice implementationComputer Solutions East
+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
3-day Teams Voice implementation will help deploy Microsoft Teams as a Phone System. Using Direct Routing or Calling Plans, this engagement will allow you to migrate from your existing PBX to Teams.
17 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
18 out of 60
AVASecure 360 - Microsoft 365 Security & Governance Solutions by AVASOFTAVASOFT
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Aware of your Microsoft 365 security? Our solutions secure Teams, SharePoint, and more. Use custom policies, threat detection, and monitoring to protect data, mitigate risks, and ensure compliance.
19 out of 60
KK Teams Telephony Design & Planning WorkshopKraft Kennedy
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
This workshop guides an organization through the process of understanding how Microsoft Teams can serve as a reliable, high quality enterprise voice solution for the customer.
20 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.
21 out of 60
Reach Frontline Workers: 3-Day WorkshopEngage Squared
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-firstline-workers product iconFrontline Workers
Designed as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
22 out of 60
Microsoft 365 License AuditLouisville Geek LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-mobile-device-management product iconMobile Device Management
The goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
23 out of 60
Viva Glint: 8-Wk ImplementationEngage Squared
+2
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insights
This comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
24 out of 60
AI Transformation with CopilotApsia
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
AI Projects must truly serve business objectives ! The ultimate reason we are here is to deliver value for the organization.
25 out of 60
Power Automate Implementation: 60 Mins Discovery SessionSYNAPSEINDIA OUTSOURCING PVT. LTD
+2
Applicable to:
power-automate product iconPower Automatepowerapps product iconPower Apps
SynapseIndia offers expert Power Automate implementation using tailored consulting, deployment, and support for efficient workflows. Contact us for seamless business automation.
26 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizapp
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Streamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
27 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, Inc
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teamwork-deployment product iconTeamwork Deployment
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
28 out of 60
Dynamics 365 BC Premium: 5-Day AssessmentSikich, LLP.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
An in-depth engagement to demonstrate how Microsoft Dynamics 365 Business Central can help you increase revenue, reduce costs, and meet strategic goals.
29 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest Projects
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
30 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, Inc
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Management
Establish a clear roadmap and change management plan for your journey to a modern workplace. Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
31 out of 60
EMS 4-Week ImplementationKTL Solutions, Inc.
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-workplace-analytics product iconWorkplace Analytics
KTL’s Enterprise Mobility and Security (EMS) solution provides mobile device endpoint security, data loss prevention, increased productivity, mobile content management and reduced technology overhead.
32 out of 60
Building your Employee Experience: 3-Day WorkshopEngage Squared
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-teams-custom-solutions product iconTeams Custom Solutionsm365-sa-teamwork-deployment product iconTeamwork Deployment
Designed as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
33 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
34 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Are you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
35 out of 60
Long-Term Support and Service for Microsoft Dynamics 365: 4-Wk ImplementationDyn365Pros
+1
Applicable to:
dynamics-365-for-sales product iconSales
Unlimited Microsoft Dynamics 365 support and administrative assistance. Data review, trainings, system check and discount on rates for project related services.
36 out of 60
Rapid Risk Assessment: 4-Wk AssessmentAscent Global, Inc.
+2
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-threat-protection product iconThreat Protection
Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.
37 out of 60
Microsoft Viva - 1 Day WorkshopBamboo Technologies Limited
+2
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
To make the employee experience your competitive advantage with Modern Work solutions, Bamboo offers a one-day workshop to provides an overview of Viva suite and see how Viva helps your organization.
38 out of 60
Advanced Employee Insights Consulting and Advisory - 1 Month - ImplementationTCS - Digital Workplace
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-workplace-analytics product iconWorkplace Analytics
Our services engagement are designed with a comprehensive approach to cater business-specific needs, the technical and data analysis requirements of Microsoft Viva Insights.
39 out of 60
Direct Connection Power BI: 8-Day Proof of ConceptCatapult Systems, LLC
+1
Applicable to:
power-bi product iconPower BI apps
A Power BI pilot using direct connection to a single customer data source.
40 out of 60
KK Modern Endpoint Management WorkshopKraft Kennedy
+2
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-mobile-device-management product iconMobile Device Management
Creates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
41 out of 60
Dynamics 365 Business Central Consulting by ABRAABRA
+3
Applicable to:
dynamics-365-business-central product iconBusiness Centralpower-automate product iconPower Automatepowerapps product iconPower Apps
Dynamics 365 Business Central consulting workshop designed to define the ERP requirements for medium and corporate organizations
42 out of 60
Cloud Security Journey: 2 Hour Proof of Concept360 Visibility 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
See how Microsoft Azure Cloud Security tools (Azure Defender, Security Center) help you gain security visibility into threats with our Microsoft Security Proof of Concept.
43 out of 60
Avanade Security Risk AssessmentAvanade, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
44 out of 60
Project Service Automation On-site: 1-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-project-service-automation product iconProject Service Automationpower-bi product iconPower BI apps
This workshop provides you with the skills to deploy and manage the Project Service Automation module of Dynamics 365. Delivered at your site.
45 out of 60
Copilot adoption for HRConterra
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Transform HR processes with Copilot and Conterra Copilot Adoption Offer: 4-Wk Imp
46 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-sales product iconSales
This instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
47 out of 60
Microsoft 365 Feature Update Abonnement: 4 Einheiten pro JahrAppSphere AG
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Das „Feature Update Abonnement“ steht für Aktualität und Effizienz. Technologisch und in der Tool-Anwendung Ihrer Mitarbeitenden.
48 out of 60
Dynamics 365 Business Central: 1-Hr BriefingLBMC Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
An onsite overview demo for an understanding of the capabilities of Dynamics 365 Business Central.
49 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.
50 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
51 out of 60
Power Platform: 1-Day ImplementationatQor
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
Power Platform Consulting and implementation services in your use case by Bitscape team
52 out of 60
Management Services: 10-Week AssessmentCatapult Systems, LLC
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Catapult Management Services is a range of expert-led cloud subscription services to monitor, remediate and deliver strategic recommendations to optimize your environment across Microsoft platforms.
53 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.A
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
The Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
54 out of 60
Power Platform Centre of Excellence (CoE) ImplementationInfinion Technologies
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
Maximize the value of your Power Platform investment with a Power Platform Centre of Excellence
55 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.A
+1
Applicable to:
dynamics-365-marketing product iconMarketing
Framework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
56 out of 60
Catalyst Envisioning Loan Origination & Servicing - 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 Loan Origination & Servicing for Retail, SME and Corporate!
57 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
58 out of 60
Dynamics 365 Business Central Support: 1-Hr AssessmentMetaOption LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Need additional implementation help to get moving using Microsoft Dynamics 365 Business Central? Receive one hour of support for Dynamics 365 Business Central.
59 out of 60
Dynamics 365 Business Central: 3 Day AssessmentBond Consulting Services
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
An engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
60 out of 60
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