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Apps results for Financial Services
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WorthMeetingQuantumRhinoAn Outlook extension to calculate a company's cost of a meeting using average hourly rate
+1
Applicable to:
Outlook
1 out of 60
Export and Attach Dynamics 365 CRM Reports/Documents Templates to Email - Click2ExportInogicExport, Email & Download Dynamics 365 CRM Reports/CRM Views/Word/Excel Templates in just 1 Click
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Power Apps
2 out of 60
SlideHub for M365nomorehoursSlideHub helps organizations win more business with an organized central slide library across M365
+3
Applicable to:
Excel
PowerPoint
Word
3 out of 60
Xoralia: Policy & document management for Microsoft 365Content Formula LtdAutomate policy & document management in SharePoint with a user-friendly, compliant solution
+1
Applicable to:
SaaS
4 out of 60
World Currency RatesCONAIS.comReal-time forex global currency rates at your fingertips.
+1
Applicable to:
SharePoint
5 out of 60
ExploreTheDataExploreTheDataVisualize and explore your data with interactive, cross-linked charts and tables.
+2
Applicable to:
Excel
PowerPoint
6 out of 60
CMS Correspondence Management SystemIT-Blocks CMS archive and organize organizations correspondences
+1
Applicable to:
SaaS
7 out of 60
KNOWLERNTT DATA EMEALMaking your Digital Workplace Smarter
+1
Applicable to:
SaaS
8 out of 60
SendGuard for Outlook (Microsoft 365)Standss (South Pacific) LtdStop confidential information from getting emailed to unintended recipients
+1
Applicable to:
SaaS
9 out of 60
Integration for Dynamics 365/CRM and QuickBooksDBSyncAre you facing data gap between your sales and accounting apps?
+7
Applicable to:
Marketing
Sales
Customer Service
Field Service
Project Service Automation
Project Operations
Power Apps
10 out of 60
Signeasy for Microsoft TeamsGlykka LLCSigneasy: Collaborate with your team members to sign or send documents for signatures
+1
Applicable to:
Teams
11 out of 60
Social Squared ForumsLightning ToolsLightning Tools Social Squared Forums is a Discussion Board tool for SharePoint and Microsoft Teams.
+2
Applicable to:
SharePoint
Viva
12 out of 60
Ramp for Teams and OutlookRamp Business Corp.Effortless expense management with Ramp and Microsoft Teams
+2
Applicable to:
Outlook
Teams
13 out of 60
Quotestream Active SheetsQuotemedia, Inc.Real-time investment data on mutual funds, FX, indices, options, stocks for wise financial decisions
+1
Applicable to:
Excel
14 out of 60
EmailFlowgetNEXTCollaborative email review and approval add-in for Outlook
+1
Applicable to:
Outlook
15 out of 60
Autopilot WorkflowsAutopilot Workflow SolutionsMake Microsoft Teams your task management hub for automation and approvals
+1
Applicable to:
Teams
16 out of 60
OANDA Exchange Rates APIOANDAAccess automated, reliable, and accurate forex data for currency conversion
+1
Applicable to:
Operations
17 out of 60
Atominvest for ExcelAtominvest SoftwarePull and analyze your Atominvest portfolio, cashflow and ESG data from within Excel in real time
+1
Applicable to:
Excel
18 out of 60
Xakia for OutlookXakia TechnologiesXakia is an in-house legal department matter management platform.
+1
Applicable to:
Outlook
19 out of 60
NASDAQ TickerSharePinPöint Apps and IT ServicesAutomatic NASDAQ Index Market Indicator
+1
Applicable to:
SharePoint
20 out of 60
Konnect eMail SharePoint Explorer for OutlookKonnect eMailSave emails & attachments, edit metadata, attach and search SharePoint files all within Outlook.
+1
Applicable to:
Outlook
21 out of 60
AMELKIS Add-in for ExcelAMELKISRetrieve and refresh your data in real time on Microsoft Excel from Amelkis OPERA
+1
Applicable to:
Excel
22 out of 60
AnywhereNow WebAgentWorkstreampeople BVAnywhereNow WebAgent is a fully featured Teams Contact Center platform to embed within any CRM
+1
Applicable to:
SaaS
23 out of 60
Provance ServiceTeam ITSM EnterpriseProvanceConceived in Power Apps, ServiceTeam is designed for Microsoft Customers and MSPs.
+5
Applicable to:
Customer Voice
Power Automate
Power Virtual Agents
Power Apps
Power Pages
24 out of 60
PA PEOPLEPHONE APPLI人の検索を効率化・従業員同士のつながりを広げます
+1
Applicable to:
Teams
25 out of 60
Nasdaq eVestment Market IntelligenceNasdaqNasdaq provides customizable, day-one functionality & value for Market Intelligence API subscribers.
+1
Applicable to:
Power BI apps
26 out of 60
Flow Finder (Dependency Mapping)Excel Engineering Solutions IncorporatedAdvanced Dependency Mapping. Trace logic flows 100x faster with complete visual clarity.
+1
Applicable to:
Excel
27 out of 60
NICE CXone Agent for Microsoft DynamicsNICEIntegrate CRM and contact center controls for more efficient agents and exceptional experiences.
+1
Applicable to:
SaaS
28 out of 60
EndexEndexAI-powered Excel add-in that serves as a copilot for financial modeling, helping finance professiona
+1
Applicable to:
Excel
29 out of 60
Kyriba Open Reports Studio - OpalKyriba AppEmbed Kyriba Into Excel for Unprecedented Flexibility and Usability
+1
Applicable to:
Excel
30 out of 60
InRule for Microsoft Dynamics 365InRule TechnologyEasily Automate Business Rules and Processes using the InRule® Decision Platform
+6
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Automate
Power Apps
31 out of 60
CloudCallCloudCallCloudCall integrates communications with Microsoft Teams and Dynamics 365, Salesforce and more.
+1
Applicable to:
Teams
32 out of 60
Ichicraft Boards: Your Digital Workplaceichicraft b.v.Optimize your workday with a personalized workplace, uniting tools in a user-friendly dashboard.
+1
Applicable to:
SharePoint
33 out of 60
VerifAI for Microsoft WordSpotDraftVerifAI is a generative AI powered MS-Word add-in which helps save 15+ hours/week in contract review
+1
Applicable to:
Word
34 out of 60
Dynamics TelephonyDynamics Telephony Public LtdTelephony integration for Dynamics 365 - Avaya, Cisco, Ringcentral, Asterisk, 8x8, Mitel, FreePBX
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Apps
35 out of 60
cBI Focus PlannercedroBI GmbHPlan, budget, and write back directly in Power BI with this enterprise-ready visual.
+1
Applicable to:
Power BI visuals
36 out of 60
InperlyBillennium_S_AVerify identity and electronic signature in Microsoft Teams
+1
Applicable to:
Teams
37 out of 60
LexShareImagineTimeSecurely request and share files without having to leave your inbox using LexShare.
+1
Applicable to:
Outlook
38 out of 60
EDS Add-In for ExcelEQUITY DATA SCIENCE, INC.The EDS Add-In for Excel allows EDS users to transfer data back and forth between EDS and Excel.
+1
Applicable to:
Excel
39 out of 60
ApproveitApproveitBusiness processes automation in Microsoft Teams: manage tasks and automate bills, invoices and POs
+1
Applicable to:
Teams
40 out of 60
CurinosConnectCurinosCurinosConnect provides access to Curinos data sources directly from Excel.
+1
Applicable to:
Excel
41 out of 60
Reflexis Workforce SchedulerZebra Technologies CorporationOptimize Labor Budgeting, Forecasting, and Scheduling with AI-Powered Workforce Management
+1
Applicable to:
SaaS
42 out of 60
Leapwork Automation PlatformLEAPWORKBuild, maintain, and scale automation faster with our AI-powered visual test automation platform.
+6
Applicable to:
Commerce
Supply Chain Management
Operations
Finance
Project Operations
Human Resources
43 out of 60
CRM Accelerator for Financial ServicesHSO Unify and automate your financial processes with our industry-specific accelerator
+1
Applicable to:
SaaS
44 out of 60
Loopio for Microsoft TeamsLoopioSearch and share Loopio library content while staying on top of tasks with Loopio notifications.
+1
Applicable to:
Teams
45 out of 60
Stopwatch for ExcelHAVISH MADHVAPATYStopwatch to track time and improve productivity.
+1
Applicable to:
Excel
46 out of 60
Neo4j AuraNeo4jNeo4j Aura is a fast, reliable, scalable and completely automated graph SaaS for connected data.
+1
Applicable to:
SaaS
47 out of 60
Aimplan Status VisualAimplan ABTrack and set statuses seamlessly with Aimplan Status Visual for Power BI.
+1
Applicable to:
Power BI visuals
48 out of 60
FastLaneFastLane Productivity ToolsFastLane helps you create great PowerPoint presentations, within company standards.
+1
Applicable to:
PowerPoint
49 out of 60
Dynamics 365 for Wealth ManagementXpeditionConnect intelligence throughout your firm with tailored business applications for Wealth Management.
+2
Applicable to:
Sales
Customer Service
50 out of 60
Sprocket 365Sope Web TechnologiesPowerful Web Parts and tools to build better digital workplaces on SharePoint Online.
+1
Applicable to:
SharePoint
51 out of 60
Talkdesk connector for Microsoft Dynamics 365Talkdesk, Inc.Improve productivity and optimize operations by integrating Talkdesk with Microsoft Dynamics 365.
+5
Applicable to:
Marketing
Sales
Customer Service
Field Service
Power Virtual Agents
52 out of 60
GEP DocPlusGEP (NB Ventures)Configure language template and clause library which can be used to draft and review your contracts.
+1
Applicable to:
Word
53 out of 60
NetDocuments for Microsoft WordNetDocuments IncUse NetDocuments to build automations that generate document sets and streamline internal workflows.
+1
Applicable to:
Word
54 out of 60
TOConline ConnectorORDEM DOS CONTABILISTAS CERTIFICADOSIncrease your productivity and insert in an Excel file your company's real time data.
+1
Applicable to:
Excel
55 out of 60
People ChatbotCedro TechnologiesPlataforma de live chat e chatbot com Inteligência Artificial
+1
Applicable to:
SaaS
56 out of 60
Risk RegisterHG TechnologyRegister to manage and report risks .
+1
Applicable to:
SaaS
57 out of 60
Backbase Engagement Banking for Cloud for FSIBackbaseBackbase Engagement Banking, Backbase Digital Onboarding, Backbase Digital Banking
+4
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Power Apps
58 out of 60
X-Author for Contracts on Gov CloudAPTTUS CORPX-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates.
+1
Applicable to:
Word
59 out of 60
Personal Finance ManagementPredicaBudget planning is important but can be difficult. Help your customers to be on track with finances.
+1
Applicable to:
SaaS
60 out of 60