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Consulting services results for Financial Services
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Cognizant® Insurance Agent for Microsoft 365 CopilotCognizantDrive measurable business outcomes with Cognizant® Insurance Agent for Microsoft 365 Copilot tailored to your industry.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
1 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:
Sales
2 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial SystemsOffering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
+3
Applicable to:
Finance
Business Central
Power BI apps
3 out of 60
Dynamics 365 Business Central Consulting by ABRAABRADynamics 365 Business Central consulting workshop designed to define the ERP requirements for medium and corporate organizations
+3
Applicable to:
Business Central
Power Automate
Power Apps
4 out of 60
Atos || Accessibility as a Service - ATVisor ConsoleAtos International SAS12-month Assistive Technology (AT) analytics add-on for Microsoft Intune. Analytics to provide actionable insights on AT / Accessibility feature availability, use, adoption & stability.
+3
Applicable to:
Cloud Security
Knowledge & Insights
Workplace Analytics
5 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to:
Sales
Customer Service
6 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ SoftwareStruggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
+1
Applicable to:
Power BI apps
7 out of 60
Power BI Training: 1-Day WorkshopEBIS SP. Z.O.O.1-Day Workshop at the Client's premises. Don't know how to start or level up your skills and where to find materials for learning - this is exactly what you need to make a distinct step!
+1
Applicable to:
Power BI apps
8 out of 60
'Veni,vidi,vici' package: 10-Day Proof of Concept EBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
9 out of 60
Dynamics 365 Business Central: 10Hr Implementationtrue org cloudImplement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
+1
Applicable to:
Business Central
10 out of 60
Rapid Impl BC Essential: 4-Wk ImplementationMindQuad Solutions Private LimitedA Rapid Implementation package of Business central Essential to configure & use core modules of Dynamics 365 Business central like Purchase, Sales & Accounting.
+1
Applicable to:
Business Central
11 out of 60
Dynamics 365 Business Central Upg: 4-Hr AssessmentMindQuad Solutions Private LimitedWith this assessment our technology expert will guide you to the right path to upgrade from NAV versions like 3.7, 5.0, 2009, 2013, 2015, 2016, 2017, 2018 to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
Best Practices: 1-Day AssessmentInviso CorporationGet expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
+1
Applicable to:
Power BI apps
13 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationA hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
14 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
15 out of 60
Power BI: 1-Wk ImplementationInviso CorporationSkip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
+1
Applicable to:
Power BI apps
16 out of 60
Power BI: 3-Day Proof of ConceptInviso CorporationUsing 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.
+1
Applicable to:
Power BI apps
17 out of 60
Dashboard in a Day: 1-Day WorkshopInviso CorporationThis immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
+1
Applicable to:
Power BI apps
18 out of 60
Migration to Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
+1
Applicable to:
Power BI apps
19 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.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.
+1
Applicable to:
Sales
20 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizantIn 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
Applicable to:
Customer Insights
21 out of 60
Power BI Embedded - 4 Week POCInviso CorporationIntegrate visually stunning interactive reports directly within your application or website.
+1
Applicable to:
Power BI apps
22 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, IncA meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
+3
Applicable to:
Calling for Microsoft Teams
Microsoft 365 Live Events
Teams Custom Solutions
23 out of 60
PPM Startup: Implementação em 6 semanasIUNEXImplementação de solução pré-configurada do PPM Online com as melhores práticas de utilização para gestão de projetos. Implementação em 6 semanas
+2
Applicable to:
Power Platform for Teams
Teamwork Deployment
24 out of 60
Endpoint Management: 3-Day WorkshopPractical Solutions, IncLearn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
25 out of 60
Microsoft Teams Meetings: 2-Day AssessmentPractical Solutions, IncUnderstand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
+1
Applicable to:
Meetings for Microsoft Teams
26 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, IncOur SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
+2
Applicable to:
Knowledge & Insights
Teamwork Deployment
27 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, IncDiscover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
+1
Applicable to:
Workplace Analytics
28 out of 60
Microsoft Teams QuickStart: 2-week ImplementationPractical Solutions, IncOur Teams QuickStart offers a straightforward and quick way to start your document management, collaboration, and company communications journey in the Microsoft cloud.
+3
Applicable to:
Meetings for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
29 out of 60
Microsoft Intune: 3-Hour Assessmenttrue org cloudAn in-depth assessment of your current IT environment for Microsoft Intune implementation
+3
Applicable to:
Knowledge & Insights
Meetings for Microsoft Teams
Mobile Device Management
30 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
+2
Applicable to:
Sales
Customer Service
31 out of 60
CRM in Insurance: 1- Day Briefing by Cluster ReplyReplyA 1-day introduction to CRM solution for Insurance companies, focusing Sales, Marketing and Customer Care processes.
+3
Applicable to:
Marketing
Sales
Customer Service
32 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On MarsAccelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
+1
Applicable to:
Power BI apps
33 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to:
Power BI apps
34 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On MarsAn engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
+1
Applicable to:
Power BI apps
35 out of 60
Microsoft 365 App Enhancement: 4-week workshopCX UnicornA comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
36 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft 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!
+2
Applicable to:
Sales
Customer Service
37 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, IncEstablish 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.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
38 out of 60
Viva Insights Overview: 1-hour BriefingLingaroLearn what Microsoft Viva Insights is, how it works. Get familiar with key features
+1
Applicable to:
Workplace Analytics
39 out of 60
Threat Protection Engagement - Security Assessment & Strategy: 4-week assessmentArmis, Sistemas de Informação, LdaThe engagement will help customers assess their organization's security landscape and address your most pressing security goals and challenges
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
40 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaroLeverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
+1
Applicable to:
Workplace Analytics
41 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
+1
Applicable to:
Marketing
42 out of 60
CRM in Banking: 1- Day Briefing by Cluster ReplyReplyA 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
+3
Applicable to:
Marketing
Sales
Customer Service
43 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaroAccelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
+1
Applicable to:
Workplace Analytics
44 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbHGestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
+3
Applicable to:
Sales
Customer Insights
Power Apps
45 out of 60
Microsoft 365 Migration - 3 week implementationFermoriteMigrate your mailboxes and file server shares to Exchange Online and Sharepoint Online.
+1
Applicable to:
Teamwork Deployment
46 out of 60
Implementação Microsoft 365: 10 SemanasTIT Consultoria e ServiçosServiços de implantação do Microsoft 365 utilizando um Framework com as fases de Planejamento, Assessment, Remediação, Onboarding, Migração e Adoção.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Power Platform for Teams
47 out of 60
Microsoft 365 Adoption and Migration: 4-Wk Imp4M Soluções e Tecnologia LtdaMigration of on-premises collaboration and security components to Microsoft 365. Includes adoption services for existing customers or implementation for new customers.
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Teamwork Deployment
48 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITEDWork From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
49 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services IncOne Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
+1
Applicable to:
Power Apps
50 out of 60
Dynamics 365 Business Central: Implantação do BackOffice e Gestão de Serviços - 4 MesesPentare Consultoria em Tecnologia LtdaEsta oferta tem por objetivo a implementação do Dynamics 365 Business Central com foco no BackOffice e Gestão de Serviços.
+1
Applicable to:
Business Central
51 out of 60
Omnichannel with Chabot: 10Wk ImplementationNectar.This offer is the best for you! It combines the best of both worlds, the Dynamics 365 Customer Services and Chatbot with Power Virtual Agent.
+2
Applicable to:
Customer Service
Power Virtual Agents
52 out of 60
The best of Sales with AI:10-Wk ImplementationNectar.This offer is the best for you! It combines the best of both worlds, the Dynamics 365 CRM and the intelligence of Sales Insights/Azure.
+1
Applicable to:
Sales
53 out of 60
Identity Foundation Implementation Services with Microsoft Entra in 70 DaysArmis, Sistemas de Informação, LdaLeverage the full suite of Microsoft 365 products - Secure internal and external Identities with Microsoft Entra
+1
Applicable to:
Identity & Access Management
54 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.AThe Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
+1
Applicable to:
Finance
55 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.AFramework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
+1
Applicable to:
Marketing
56 out of 60
Power BI Data Visualizations: 2Wk ImplementionKeyrusPower BI and Data Visualizations é um pacote de serviços que fornece solução de Data Blending, Data Discovery, Self Service BI e Data Visualization
+1
Applicable to:
Power BI apps
57 out of 60
DXC Modern Workplace ImplementationDXCWith millions working from home globally, DXC Technology helps businesses rapidly deploy, secure and scale remote working solutions. Enable your employees to work, connect and collaborate — with a mor
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
58 out of 60
Intelligent Collaboration Services ImplementationDXCIncrease employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
59 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
60 out of 60