FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
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
1 out of 57
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
+1
Applicable to:
Power BI apps
2 out of 57
Power BI Embedded App TemplateSkypointThe Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
3 out of 57
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
4 out of 57
Microsoft Viva Topics: 2-Months ImplementationSignal Alliance Technology HoldingDiscover Microsoft Viva Topics to harness collective knowledge and expertise within your organization to foster easy reach to right information and create an ever-growing corporate knowledge base.
+1
Applicable to:
Knowledge & Insights
5 out of 57
Process Mining: Discovery & Design WorkshopCognizantUnlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
+1
Applicable to:
Power Automate
6 out of 57
ESG compliance toolBit Peak sp. z o.o.Simplify your Environmental, Social, and Governance reporting with real-time insights and easy-to-use dashboards.
+1
Applicable to:
Power BI apps
7 out of 57
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
8 out of 57
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
9 out of 57
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
10 out of 57
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
11 out of 57
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
12 out of 57
Upgrade Your Outlook Add-in with AIiFour Technolab Private LimitedThis workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
+1
Applicable to:
Workplace Analytics
13 out of 57
Office Add-in Modernization with AI: 1-Hour BriefingiFour Technolab Private LimitedOur experts will assess the current setup, identify modernization opportunities, and suggest how AI tools like Copilot and Azure OpenAI can be integrated and aligns smoothly with Microsoft 365
+1
Applicable to:
Workplace Analytics
14 out of 57
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
15 out of 57
Rediff to Microsoft 365 Migration – 2 Hour ConsultationiFour Technolab Private LimitedIn just 2 hours, our experts will walk you through the exact migration roadmap by ensuring your emails, contacts and calendars are ready for a smooth transition.
+1
Applicable to:
Workplace Analytics
16 out of 57
Dynamics365 Solution Backup-2 Week implementationLTIMindtree LimitedThis application helps end user to take backup of Dynamics365 solutions in manual and planned way. User have choice of taking backup of solution both managed and unmanaged at the same time.
+1
Applicable to:
Sales
17 out of 57
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
18 out of 57
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
19 out of 57
Power Up Your PowerPoint Add-in with AIiFour Technolab Private Limitedwe will help you explore how this cutting-edge AI features like automated slide creation, tone of voice checks, smart design tips and content summaries can supercharge your existing PowerPoint add-in.
+1
Applicable to:
Workplace Analytics
20 out of 57
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
21 out of 57
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
22 out of 57
Modernize Your Word Add-in with AIiFour Technolab Private LimitedOur team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
+1
Applicable to:
Workplace Analytics
23 out of 57
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
24 out of 57
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
25 out of 57
Columbus IFRS16: 4-Wk ImplementationUAB OIXIOEnsure your financial reporting compliance with Columbus IFRS16 4-week implementation services consisting of diagnostic workshops, implementation and trainings
+1
Applicable to:
Business Central
26 out of 57
Modernize Your Excel Add-in with AIiFour Technolab Private LimitedOur experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
+1
Applicable to:
Workplace Analytics
27 out of 57
Copilot Implementation WorkshopABRAEmpower organizations to design, build, and deploy custom AI copilots using Microsoft Copilot Studio.
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
28 out of 57
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
29 out of 57
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
30 out of 57
MDR for Microsoft DefenderADEO BILISIM DANISMANLIK HIZMETLERI SAN. VE TIC. A.S.Adeo MDR Services provide detection and response capabilities via Microsoft 365 threat protection including Defender for Identity, Defender for Endpoint, Defender for Cloud and Office 365 Security.
+2
Applicable to:
Cloud Security
Threat Protection
31 out of 57
Pure Discovery: WorkshopPure Company Sp. z o.o.1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
+1
Applicable to:
Power BI apps
32 out of 57
Power BI Developer: 2-day hands-on WorkshopJoyful Craftsmen s.r.o.Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
+1
Applicable to:
Power BI apps
33 out of 57
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to:
Finance
Business Central
34 out of 57
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.Speed-up your inventory process and involve your employees into it!
+2
Applicable to:
Power Automate
Power Apps
35 out of 57
Power Platform Centre of Excellence (CoE) ImplementationInfinion TechnologiesMaximize the value of your Power Platform investment with a Power Platform Centre of Excellence
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
36 out of 57
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
37 out of 57
LTIMindtree Business Applications Deployment Advisor - 1 Week ImplementationLTIMindtree LimitedThis tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
+1
Applicable to:
Sales
38 out of 57
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
+1
Applicable to:
Power BI apps
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
+1
Applicable to:
Power BI apps
40 out of 57
Deployment Advisor - 1 Week ImplementationLTIMindtree LimitedThis tool helps to optimize efforts of Developers/Citizen Developers to compare Microsoft Dynamics 365 CRM solutions placed in different environments in a smarter and quicker way.
+1
Applicable to:
Sales
41 out of 57
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
+1
Applicable to:
Power BI apps
42 out of 57
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:
Power BI apps
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:
Sales
44 out of 57
Dynamics 365 Business Central Finance - 4-Wk Rapid ImplementationDomain 6 Inc.Get Microsoft Dynamics 365 Business Central up and running in 4 to 6 weeks. D6 rapid implementation offer helps businesses streamline financial ops, accelerate time-to-value, with minimal disruption.
+1
Applicable to:
Business Central
45 out of 57
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:
Power Apps
46 out of 57
Project Operations Envisioning Workshop: 4 weeksXRM VisionOur experts at XRM Vision to imagine and
define the future state of your business
through a Design Led Thinking Envisioning
Workshop.
+1
Applicable to:
Project Operations
47 out of 57
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
48 out of 57
MTDS Services for Microsoft TeamsMTDSMTDS propose une variété de services pour Microsoft Teams, l'intégration, l'adoption et la gestion du changement, les services d'appels et de réunions, et l'installation des salles visioconférence
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
49 out of 57
CI Banking Predictive Model: 4 week PoCMint Management TechnologiesOur consulting engagement uses the power of Microsoft Cloud Technology to empower banks with insights to deliver a holistic, 360-degree view of customers. This offer ends with a Proof of Concept.
+3
Applicable to:
Customer Service
Customer Insights
Power Automate
50 out of 57
Atelier pour les fondamentaux de Power Platform (PL-900)ADACTIML'atelier PL-900 Power Platform est destiné aux débutants souhaitant comprendre Power BI, Power Apps, Power Automate, et Power Virtual Agents pour automatiser les processus et analyser les données.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
51 out of 57
Atelier RPA Microsoft Power Automate (PL-500)ADACTIML'atelier PL-500 valide les compétences pour concevoir et optimiser des automatisations avec Power Automate RPA, en gérant connecteurs, API, données, et sécurité, pour développeurs RPA.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
52 out of 57
Hello Cloud: 5 Days AssessmentMicrodataCloud introduction and adoption by TEAMS usage, Assessment assistance services description
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Teamwork Deployment
53 out of 57
Power Apps and Automate: 10-Day ImplementationXRM VisionFor the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
+2
Applicable to:
Power Automate
Power Apps
54 out of 57
Customer Engagement Envisioning Workshop : 4 weeksXRM VisionOur experts at XRM Vision with you to imagine and define the future state of your business through a Design Thinking Workshop focussed on Microsoft CE (Sales, Marketing and Customer Service)
+3
Applicable to:
Marketing
Sales
Customer Service
55 out of 57
App-in-a-Day: 1-Day WorkshopXRM VisionWant to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
+1
Applicable to:
Power Apps
56 out of 57
Microsoft 365 Copilot Implementation - 8 WeeksCloudware LimitedUnlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
57 out of 57