FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
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
1 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
2 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
3 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
4 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
5 out of 60
Teams Telephony: 8-Days ImplementationOfficeline SALearn how to upgrade your communication capabilities of your employees, by providing the ability to make and receive external calls.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
6 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
7 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
8 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
9 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
10 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
11 out of 60
Activate Digital Selling: 4 hour virtual workshopsaglobalDigital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
+2
Applicable to:
Sales
Power Apps
12 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
13 out of 60
Business Process Review: 2 hour Pre-AssessmentsaglobalTailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
+1
Applicable to:
Power Apps
14 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
15 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
16 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaroAccelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
+1
Applicable to:
Workplace Analytics
17 out of 60
Technology Envisioning: 1 day WorkshopsaglobalSupporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
+2
Applicable to:
Finance
Sales
18 out of 60
Digital Transformation: 1 day Business AssessmentsaglobalDriving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
+2
Applicable to:
Finance
Sales
19 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
20 out of 60
Security Configuration Maintenance 2-Wks ImpInsight Technology SolutionsA monthly Security Configuration Maintenance Service. This service will help to secure end-user devices more effectively based on Insight and Microsoft Security best practices.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
21 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:
Business Central
22 out of 60
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
23 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
24 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
25 out of 60
Insight Digital Workspace; 5 day implementationInsight Technology SolutionsThe Insight Digital Workspace™ powered by Microsoft Office 365, intelligently streamlines daily interactions with contextual awareness and relevant information to enhance workforce productivity
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
26 out of 60
Beyond Siebel CRM - 4 Wochen BewertungDIGITALL Nature Germany GmbHMigration Ihres Siebel CRMs zu Microsoft Dynamics 365
+3
Applicable to:
Marketing
Sales
Customer Service
27 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
28 out of 60
Low Code & Intelligent Automation - 2 Wk Discovery/AssesementKainosHolistic analysis of business areas to identify actionable opportunities to deliver savings and efficiencies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
29 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
30 out of 60
Power Platform: 3 Hours Proof of ConceptTEKenable LtdA 3-Hour interactive Proof of Concept to introduce you to the power of Power Platform. You will understand the key components and start to envisage how they can assist in your business.
+1
Applicable to:
Power Automate
31 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
32 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
33 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
34 out of 60
NashTech Power Platform: 1-Wk ImplementationNashTechBuild YOUR agile business processes with the Microsoft Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
35 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom ConsultingSimplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
36 out of 60
Sirrus Startup - 1 week ImplementationChrisons Co. LtdIn this consolidated, highly optimized package, we give you a little bit of everything and a whole lot of just what you need to launch your business the right way.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
37 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
38 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
39 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
40 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
41 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to:
Sales
Customer Service
Field Service
42 out of 60
Endpoint Management Service: 3-hours WorkshopPEAKUPEnterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
+3
Applicable to:
Device Deployment & Management
Information Protection & Governance
Mobile Device Management
43 out of 60
HCLTech Biz Apps - Dynamics 365 for InsuranceHCL America Inc_HCLTA robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
+3
Applicable to:
Sales
Customer Service
Power BI apps
44 out of 60
UST Low-Code AppDevelopment:1Day WorkshopUST GlobalLow-Code App Development Workshop to accelerate your digital transformation journey built on the proven Microsoft Platforms which provides flexibility, scalability, integration capabilities.
+1
Applicable to:
Power Apps
45 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
46 out of 60
Microsoft 365 migration report: 5-Days Assessmentmscloud sp z o.o.Get ready to use Microsoft 365. Thanks to the report prepared by our specialists, you will significantly reduce the time and costs of switching to Microsoft 365.
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Teamwork Deployment
47 out of 60
EPAM Microsoft 365 Security: 4-Week AssessmentEPAM Systems• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
48 out of 60
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
49 out of 60
Business Central - 10 Weeks - Implementation4Sight Holdings4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
+1
Applicable to:
Business Central
50 out of 60
Advanced Power BI Implementation: 3-Day WorkshopClouds On MarsAn advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
+1
Applicable to:
Power BI apps
51 out of 60
Hybrid Teams Meetings 1-Day WorkshopOne DiversifiedDefine customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
52 out of 60
Wolkvox - Microsoft Teams: implementación 10 díasELECTRICOS Y COMUNICACIONES ELECTROCOM S A SDemostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Microsoft 365 Live Events
53 out of 60
Wragby BT - Catalyst: 2-weeks Envision WorkshopWragby Business Solutions & Technologies LimitedWragby Business Transformation Workshop leverages the Microsoft Catalyst framework to transform businesses using business process automation applications. The workshop is delivered in 2 weeks.
+3
Applicable to:
Supply Chain Management
Finance
Business Central
54 out of 60
Workshop: 8-Days Deep Training in Office 365Consultores e Ingenieros Consein CAWith the aim of training information workers in the use of digital tools that empower them and allow them to communicate, collaborate and get the most out of knowledge, Beyond Office 365 was created.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
55 out of 60
InfoPath to Power Apps : 2hrs Free WorkshopUST Global2hrs Free Workshop with UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
56 out of 60
InfoPath to Power Apps : 2Weeks AssessmentUST Global2Weeks Assessment by UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
57 out of 60
Advanced eDiscovery : 10-Wks ImplementationWipro LtdWipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
58 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
59 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
60 out of 60