FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
CRM BoosterCapgemini GroupThe CRM Booster offering from Capgemini focuses on unlocking the full potential of Dynamics 365 CRM.
+3
Applicable to:
Sales
Customer Service
Customer Insights
SalesCustomer ServiceCustomer Insights1 out of 60
Copilot For Microsoft 365 Readiness AssessmentTHREATSCAPE LIMITEDThreatscape’s Copilot for Microsoft 365 Readiness Assessment (CRA) service can help you understand, and begin to address, the risks of Copilot for Microsoft 365 adoption.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Cloud SecurityInformation Protection & GovernanceThreat Protection2 out of 60
Microsoft 365 Copilot Security and Compliance controlstrue org cloudMicrosoft Copilot for Security: Enhance Your Organization's Security Posture
+3
Applicable to:Cloud Security
Compliance Advisory Services
Identity & Access Management
Cloud SecurityCompliance Advisory ServicesIdentity & Access Management3 out of 60
Cut Costs on Your Microsoft 365 Licensestrue org cloudOptimize Microsoft 365 Licenses and IT Requirements to Reduce Costs
+3
Applicable to:
Adoption & Change ManagementCompliance Advisory Services
Workplace Analytics
Adoption & Change ManagementCompliance Advisory ServicesWorkplace Analytics4 out of 60
Utilizing Power BI for Efficient Business IntelligenceIntelliasServices focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
+1
Applicable to:
Power BI apps
Power BI apps5 out of 60
Unlock the Power of Data Potential & AI Adoption with CrayonCrayonCrayon’s Datawarehouse Migration to MS Fabric with Adoption Strategy Offering provides a comprehensive journey from initial assessment to full-scale adoption.
+3
Applicable to:Power BI apps
Power Automate
Power Virtual Agents
Power BI appsPower AutomatePower Virtual Agents6 out of 60
LTIMindtree Business Applications NZTM- Salesforce to Dynamics 365 CRM MigrationLTIMindtree LimitedNZTM simplifies Salesforce to Dynamics 365 CRM migration, ensuring rapid & seamless Feature, Code & Data migration. Start NZTM journey with Instant & Automated assessment of your Salesforce instance
+3
Applicable to:
MarketingSales
Field Service
MarketingSalesField Service7 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
FinancePower Virtual Agents
Power Apps
FinancePower Virtual AgentsPower Apps8 out of 60
LTIMindtree Business Applications PowerShift Offer for Legacy Application ModernizationLTIMindtree LimitedLTIMindtrees's PowerShift Offer helps businesses quickly & cost-effectively migrate legacy systems to Microsoft Power Platform, enabling a smooth transition to modern & scalable cloud solution
+3
Applicable to:Power AutomatePower Apps
Power Pages
Power AutomatePower AppsPower Pages9 out of 60
Microsoft 365 Security AssessmentSii Sp. z o.o.We assess general security controls and Microsoft 365 tools, delivering tailored recommendations to enhance cybersecurity.
+3
Applicable to:Cloud SecurityIdentity & Access ManagementThreat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection10 out of 60
Power BI Essentials – Alle Grundlagen in einem 3 Stunden WorkshopITGAIN Consulting Gesellschaft für IT-Beratung mbHUnser Power BI Grundlagen Workshop führt Sie durch alle wichtigen Grundlagen in Power BI, um Ihren ersten aussagekräftigen Bericht zu erstellen.
+1
Applicable to:Power BI apps
Power BI apps11 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersionSynergy Advisors LLCControl data sharing and ensure security compliance for scalable, effective growth
+1
Applicable to:Adoption & Change Management
Adoption & Change Management12 out of 60
Empower your AI with Microsoft Copilot Studio's Agent.true org cloudTrue.org Cloud, in collaboration with Microsoft Copilot Studio, offers customers the tools to create powerful AI agents.
+2
Applicable to:Power Virtual AgentsPower Apps
Power Virtual AgentsPower Apps13 out of 60
Threat Protection Engagement (TPE)One Step Beyond SAEnhance awareness of threats and vulnerabilities in both cloud and on-premises environments.
+3
Applicable to:Cloud SecurityCompliance Advisory ServicesThreat Protection
Cloud SecurityCompliance Advisory ServicesThreat Protection14 out of 60
Global Secure Access with Microsoft EntraOne Step Beyond SAEnhance security, optimize performance, and simplify operations by eliminating traditional VPNs and Legacy Proxies, providing application-level access through a Zero Trust architecture.
+3
Applicable to:Cloud Security
Device Deployment & ManagementIdentity & Access Management
Cloud SecurityDevice Deployment & ManagementIdentity & Access Management15 out of 60
Workshop Microsoft Power Apps in a DayKOM4TEC GmbHDer Workshop bietet eine Einführung in die Grundlagen der Microsoft Power Apps Entwicklung und richtet sich an Citizen Developer, die ihre Kenntnisse aufbauen bzw. erweitern möchten.
+1
Applicable to:Power Apps
Power Apps16 out of 60
Data Security EngagementOne Step Beyond SADiscover the key components of the most pressing security challenges of today’s landscape
+3
Applicable to:Compliance Advisory ServicesInformation Protection & Governance
Insider Risk
Compliance Advisory ServicesInformation Protection & GovernanceInsider Risk17 out of 60
Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:Adoption & Change Management
Adoption & Change Management18 out of 60
Cognizant Ignition™ BI Migration Factory for X to Power BICognizantA comprehensive suite of accelerators that helps rationalise legacy BI report inventory, automate migration of Report and Model Metadata to Power BI.
+1
Applicable to:Power BI apps
Power BI apps19 out of 60
Insurance Underwriting WorkbenchCapgemini GroupAn underwriter’s workbench streamlines workflows, enhances risk assessment, and boosts collaboration through automation and AI.
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps20 out of 60
Intelligent Automation and Low CodeSonata Software Ltd.We help businesses to harness the power of the Dynamics Power Platform to streamline operations, reduce costs, and accelerate innovation with our holistic approach.
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps21 out of 60
Symity Direct Routing as a ServiceSYMITY, part of Charterhouse Voice & Data LtdSymity DRaaS - Connecting Microsoft Teams Phone to Telco Networks
+2
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Calling for Microsoft TeamsTeams Custom Solutions22 out of 60
Enhance Financial Processes with Copilot for Financetrue org cloudLeverage AI-powered copilots to streamline financial operations and provide actionable insights.
+2
Applicable to:FinancePower BI apps
FinancePower BI apps23 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:Compliance Advisory Services
Knowledge & InsightsTeams Custom Solutions
Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions24 out of 60
Microsoft 365 Copilot Services - Ihr Schlüssel zu gesteigerter Produktivität, Kreativität und Leistung im TeamLicent GmbHMicrosoft 365 Copilot: Steigern Sie die Produktivität, Kreativität und Leistung Ihres Teams! Routineaufgaben automatisieren, kreative Prozesse optimieren und fundierte Entscheidungen treffen.
+3
Applicable to:Adoption & Change ManagementDevice Deployment & ManagementKnowledge & Insights
Adoption & Change ManagementDevice Deployment & ManagementKnowledge & Insights25 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions
Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions26 out of 60
Automate Time and Expense Management with Microsoft Copilot Studiotrue org cloudStreamline your time and expense tracking with AI-powered Copilots that reduce manual effort and improve accuracy.
+3
Applicable to:Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions
Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions27 out of 60
Power BI Writeback with Power ONPeraisonSupercharge Power BI with the most advanced planning and write-back solution
+1
Applicable to:Power BI apps
Power BI apps28 out of 60
Data Security EngagementSignal Alliance Technology HoldingAs your company data expands and generative AI is being deployed rapidly, having an integrated approach that can help quickly identify, triage, and act on data security risks is super important.
+3
Applicable to:Compliance Advisory ServicesInformation Protection & GovernanceInsider Risk
Compliance Advisory ServicesInformation Protection & GovernanceInsider Risk29 out of 60
Microsoft Entra - Securing Identities and AccessSignal Alliance Technology HoldingOur goal is to provide you with tools to protect your authorized users’ identities so you can authenticate credentials and manage file access while still giving users the freedom to collaborate.
+3
Applicable to:Cloud SecurityIdentity & Access ManagementInsider Risk
Cloud SecurityIdentity & Access ManagementInsider Risk30 out of 60
Free Workshop on Copilot StudioCompusoft_Stratgyk USIn the workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:Power Virtual Agents
Power Virtual Agents31 out of 60
Symity Consulting for Microsoft SecuritySYMITY, part of Charterhouse Voice & Data LtdWhether you need help planning a watertight security strategy, or need support for seamless deployment, adoption and ongoing management – we’ve got you covered.
+3
Applicable to:Identity & Access ManagementInformation Protection & GovernanceThreat Protection
Identity & Access ManagementInformation Protection & GovernanceThreat Protection32 out of 60
Streamlined Order Approval AutomationBewiseTo streamline and automate purchase order approvals using Microsoft Power Automate, reducing delays, ensuring compliance, and enhancing transparency through seamless integration with existing systems
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps33 out of 60
Identity Foundation Proof Of Concept with Microsoft Entra in 4 WeeksArmis, 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
Identity & Access Management34 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, LdaLeverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
+1
Applicable to:Identity & Access Management
Identity & Access Management35 out of 60
Modern Experience - Dynamics 365 Sales, Marketing, & ServicesSonata Software Ltd.Transform Your Customer Experience with Sonata’s Modern Experience Solutions using Dynamics 365 Sales, Marketing, & Services.
+3
Applicable to:MarketingSalesCustomer Service
MarketingSalesCustomer Service36 out of 60
Unlock Intelligent AP Workflows with AP BuddyC3IT Software SolutionsTransforming Accounts Payable with Intelligent Automation & Real-Time Insights
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics
Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics37 out of 60
Power BI Data Assessment & Dashboard Plan – 3 Free SessionsiFour Technolab Pvt. Ltd.This is a limited-time offer designed to help business leaders explore the power of data without risk.
Ready to see what your data can do?
+3
Applicable to:Power BI appsPower AutomatePower Virtual Agents
Power BI appsPower AutomatePower Virtual Agents38 out of 60
Power Automate Workflow Optimization – 2 Free SessionsiFour Technolab Pvt. Ltd.Automate your daily tasks and optimize business workflows with expert-led Power Automate consultations.
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps39 out of 60
Copilot Productivity AssessmentiFour Technolab Private LimitedA no-risk, data-driven approach to pinpoint where Copilot delivers the most value—enabling rapid deployment and measurable impact across your Microsoft 365 environment.
+1
Applicable to:Workplace Analytics
Workplace Analytics40 out of 60
Automate Customer Support with Power Virtual Agents – Free Use Case ReviewiFour Technolab Private LimitedTired of repetitive support tickets? Let’s Automate It — that’s where Power Virtual Agents can make life easier.
+2
Applicable to:Power Virtual AgentsPower Apps
Power Virtual AgentsPower Apps41 out of 60
Microsoft 365 Copilot Enablement Discovery – Free Expert WorkshopiFour Technolab Private LimitedReimagine productivity and unlock the full potential of Microsoft 365 with Copilot.
+1
Applicable to:Workplace Analytics
Workplace Analytics42 out of 60
Data Migration to Microsoft 365 – 2-Hour Free ConsultationiFour Technolab Private LimitedIn this free, value-driven 2-hour consultation, our Microsoft 365 experts will assess your current data landscape and provide strategic guidance for a seamless migration to Microsoft 365.
+1
Applicable to:Workplace Analytics
Workplace Analytics43 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private LimitedJoin 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.
+1
Applicable to:Workplace Analytics
Workplace Analytics44 out of 60
Power Platform Training Bootcamp – 3-Day Hands-On Enablement ProgramiFour Technolab Private LimitedIn this 3-day interactive training bootcamp, iFour Technolab will help your internal teams gain practical experience with Power Apps, Power Automate, and Power BI.
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps45 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private LimitedThis session is designed specifically for business users — no technical expertise required.
+1
Applicable to:Workplace Analytics
Workplace Analytics46 out of 60
Custom Data Migration to Microsoft 365 - Secure, Scalable & SupportediFour Technolab Private LimitedAt iFour Technolab - we offer comprehensive, customized data migration services to ensure a smooth, secure, and efficient transition — tailored to your business needs.
+1
Applicable to:Workplace Analytics
Workplace Analytics47 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private LimitedExperience 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.
+1
Applicable to:Workplace Analytics
Workplace Analytics48 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private LimitedHere 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.
+1
Applicable to:Workplace Analytics
Workplace Analytics49 out of 60
Hexaware Digital Contact Center and CX TransformationHexaware TechnologiesEmpowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
+3
Applicable to:Customer ServiceCustomer Insights
Customer Voice
Customer ServiceCustomer InsightsCustomer Voice50 out of 60
Migrate Your Excel Add-in to Power BI — Free 2-Hour Modernization SessioniFour Technolab Private LimitedFree 2-hour modernization consultation where our experts will guide you through the transition path, outline the migration strategy, and highlight the business benefits of moving to a Power BI-driven
+3
Applicable to:Power BI appsPower AppsPower Pages
Power BI appsPower AppsPower Pages51 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur 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.
+1
Applicable to:Workplace Analytics
Workplace Analytics52 out of 60
Modernize Your Word Add-in with Copilot & AI - Free 2-HouriFour Technolab Private LimitedFree 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.
+1
Applicable to:Workplace Analytics
Workplace Analytics53 out of 60
BI Essentials Training – 5-Day Hands-On Training for TeamsiFour Technolab Private LimitedIn this 5-day interactive training by iFour Technolab, your teams will learn how to connect data, analyse trends, and tell compelling stories through Power BI.
+3
Applicable to:Power BI appsPower AppsPower Pages
Power BI appsPower AppsPower Pages54 out of 60
Power Platform Governance - Adoption FrameworkReal Impact Technology ConsultingA implementação de uma metodologia para tratar o CoE é fundamental na Power Platform, pois permite garantir a segurança, a escalabilidade e a conformidade das soluções implementadas
+3
Applicable to:SalesPower AutomatePower Apps
SalesPower AutomatePower Apps55 out of 60
Cognizant® Integrated Agents for Microsoft 365 CopilotCognizantDrive measurable business outcomes with Cognizant® Integrated Agents for Microsoft 365 Copilot tailored to your industry.
+3
Applicable to:Adoption & Change Management
Frontline WorkersKnowledge & Insights
Adoption & Change ManagementFrontline WorkersKnowledge & Insights56 out of 60
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 ManagementFrontline WorkersKnowledge & Insights
Adoption & Change ManagementFrontline WorkersKnowledge & Insights57 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
Sales58 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 CentralPower BI apps
FinanceBusiness CentralPower BI apps59 out of 60
Dashboard Design Workshop - 2 jours d'atelierBUSINESS & DECISION (SUISSE) SAApprenez en 2 jours à concevoir des tableaux de bord efficaces avec vos propres données et mettez vos données à la portée de tous vos utilisateurs.
+1
Applicable to:Power BI apps
Power BI apps60 out of 60