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Consulting services results for Financial Services
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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
1 out of 60
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
2 out of 60
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
3 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
4 out of 60
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
5 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
6 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
7 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
8 out of 60
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
9 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
10 out of 60
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
11 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
12 out of 60
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
13 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
14 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
15 out of 60
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
16 out of 60
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
17 out of 60
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
18 out of 60
Avanade Microsoft Security Service Edge Quick StartAvanade, Inc.Microsoft’s new Security Service Edge (SSE) capability empowers organizations on their Zero Trust journey though unique in the market integration with Microsoft Entra.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
19 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
20 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
21 out of 60
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
22 out of 60
Power Apps: 1- Day AssessmentMake the shift ldaGet professional assistance delivered by certified PowerApps consultants to deliver your apps.
+1
Applicable to:
Power Apps
23 out of 60
Avanade Modern Sec OpsAvanade, Inc.To deal with today’s cyber threats we develop a modern based soc approach on Microsoft Sentinel delivering a robust solution to allow early detection of attacks, advanced analysis of security incident
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
24 out of 60
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
25 out of 60
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
26 out of 60
Implementation of Microsoft Security CopilotAlfa Connections Pte LtdTo assist customers fully utilized Microsoft Security Copilot, a generative AI-powered security solution that enhances defenders’ efficiency and capabilities, improving security outcomes at scale.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
27 out of 60
Avanade Microsoft 365 Copilot Transformation 4 wk Imp. FY24Avanade, Inc.Microsoft 365 Copilot Transformation is Avanade’s holistic service offering that enables you to optimize your business performance and security with Microsoft's AI-powered work assistant.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
28 out of 60
Power Apps discovery: 3 Days WorkshopMake the shift ldaLearn, discover and test how Microsoft low code solutions can propel the digital transformation of your organization.
+1
Applicable to:
Power Apps
29 out of 60
Ingram Micro - Microsoft Power Automate – Discovery PackageIngram Micro Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
30 out of 60
Predica Power Platform KickStarter 2-Weeks AssesmentPredicaMake your first steps with Power Platform and verify the value.
+1
Applicable to:
Power Apps
31 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
32 out of 60
Microsoft 365 Copilot - Adoption and Change ManagementCognizantGet the most from Microsoft 365 Copilot with Cognizant's Microsoft 365 Copilot - Adoption and Change Management.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
33 out of 60
Dynamics 365 Contact Center Deployment & Support ServicesCognizantCognizant's Microsoft Dynamics 365 Contact Center Implementation, Upgrade, and Support Services
+3
Applicable to:
Customer Service
Power BI apps
Power Automate
34 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 Automate
Power Apps
Power Pages
35 out of 60
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
36 out of 60
Avanade Security Business Value 4-Wk AssessmentAvanade, Inc.Understand, prioritize & analyze the overall risk posture for your IT environment. Proactively protect your organization from cyber and insider threats, ransomware, and vulnerabilities.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
37 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
38 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24Avanade, Inc.Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
39 out of 60
Avanade Microsoft Power Automate Migration AssessmentAvanade, Inc.Assess, Plan and Execute your migration to Power Automate with Avanade’s Automation Migration Factory.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
40 out of 60
Avanade Microsoft Copilot for SecurityAvanade, Inc.We have channeled our unique experience as the leading Microsoft Security services provider to develop this new to market approach to help clients successfully adopt Microsoft Security Copilot.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
41 out of 60
Assessment for Modernization of on-premises AX or CRMSonata Software Ltd.In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
+3
Applicable to:
Commerce
Supply Chain Management
Finance
42 out of 60
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
Avanade Microsoft 365 Copilot Change Enablement Accelerator 4 wk. Imp FY24Avanade, Inc.Avanade Microsoft 365 Copilot Change Enablement is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
44 out of 60
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
45 out of 60
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
46 out of 60
Avanade Microsoft 365 Copilot Extensibility Accelerator 4 wk Imp. FY24Avanade, Inc.Avanade’s Extensibility Accelerator will help you create and deploy custom extensions for Microsoft 365 Copilot, giving you access to more data and functionality.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Workplace Analytics
47 out of 60
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
48 out of 60
Avanade Microsoft 365 Copilot Information Management 4 wk Imp. FY24Avanade, Inc.Avanade Microsoft 365 Copilot Information Management Accelerator ensures your data meets high standards of security, privacy and compliance so you can confidently unlock Copilot's full potential.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
49 out of 60
Avanade Security Risk AssessmentAvanade, Inc.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.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
50 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 Workers
Knowledge & Insights
51 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:
Power BI apps
Avanade Connected Workplace 1/2 Day BriefingAvanade, Inc.Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Workplace Analytics
53 out of 60
Power BI to Fabric ModernizationCognizantPower BI to Fabric Modernization service helps organizations future-proof their data analytics infrastructure by migrating from Power BI Datamarts and Dataflows to Microsoft Fabric
+1
Applicable to:
Power BI apps
54 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
55 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify DotsStreamline insurance service with AI-driven case management and omni-channel customer support.
+2
Applicable to:
Customer Service
Power Pages
56 out of 60
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
57 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:
Power Apps
58 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month ImplementationWavestoneWith Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
59 out of 60
Power Automate Implementation: 60 Mins Discovery SessionSYNAPSEINDIA OUTSOURCING PVT. LTDSynapseIndia offers expert Power Automate implementation using tailored consulting, deployment, and support for efficient workflows. Contact us for seamless business automation.
+2
Applicable to:
Power Automate
Power Apps
60 out of 60