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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
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
2 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
3 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
4 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
5 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
6 out of 60
Process Digitization with Power Platform: 7-Day Assessment OfferIntech Systems Pvt Ltd.Elevate your digital transformation agenda with our Power Platform Assessment offer, unlocking precision and strategic insights for a transformative digital journey.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
7 out of 60
Asset Management: 10 weeks implementationSystems LtdTechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
+1
Applicable to:
Supply Chain Management
8 out of 60
Microsoft Sentinel Security Consulting ServiceComtrade System IntegrationMicrosoft Sentinel Consulting Services offers tailored expertise to strengthen and simplify your security environment using cutting-edge technology from Microsoft.
+2
Applicable to:
Cloud Security
Threat Protection
9 out of 60
SMART Workplace: 8-Day Information Architecture DesignSpanish Point TechnologiesDesign your organisations Information Architecture to improve communication and collaboration between employees, creating a sustainable workforce with high levels of talent retention.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Teamwork Deployment
10 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
11 out of 60
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
12 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
13 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
14 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
15 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
16 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
17 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
18 out of 60
Copilot Studio Helpdesk ServicesCompusoftGet expert assistance to resolve issues, build custom AI agents, and optimize Microsoft Copilot Studio for your enterprise needs.
+1
Applicable to:
Power Virtual Agents
19 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:
Power BI apps
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
21 out of 60
Dynamics 365 Sales - Implementación en 3 mesesAW LatamDesde AW Artware te ayudamos a optimizar los procesos de venta de tu empresa implementando en 3 meses la mejor solución para tu equipo de ventas
+1
Applicable to:
Sales
22 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
23 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
24 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days WorkshopCloudicaOur workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
25 out of 60
MDS - Threat Protection EngagementMaureen Data SystemsA 3-day engagement to discover threats and vulnerabilities to a customer's Microsoft cloud and on-premises environments & enhance a customer's ability to detect, respond & mitigate security threats.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
26 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
27 out of 60
MDS Copilot Empower & Achieve Two-Week EvaluationMaureen Data SystemsA two-week evaluation engagement for specific customer technical, functional or role-based Copilot scenarios intended to help them accelerate real-world Microsoft 365 Copilot productivity.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
28 out of 60
Microsoft 365 Copilot Adoption Service By TD SYNNEXTD SYNNEX Brasil LtdaAccelerate the Microsoft 365 Copilot adoption by breaking AI myths and barriers, incorporating application methodologies efficiently in each organization area and promoting business growth.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Information Protection & Governance
29 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data SystemsA four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
30 out of 60
MDS Copilot Inspire & Design One-Day WorkshopMaureen Data SystemsA one-day presales workshop intended to help incite customers' Copilot scenario envisioning and benefit usage ideation.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
31 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
32 out of 60
Power App - App-In-A-Day WorkshopCollabPoint LLCA 1-day workshop designed to automate your most manual, revenue impacting workflow.
+1
Applicable to:
Power Apps
33 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
34 out of 60
MDS Microsoft 365 Copilot Global Advisory ServicesMaureen Data SystemsThe MDS Microsoft 365 Copilot Global Advisory Services is an offering that includes services which provide guidance
and support to customers specific goals of Microsoft 365 Copilot.
+1
Applicable to:
Knowledge & Insights
35 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness WorkshopMaureen Data SystemsMaureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
+1
Applicable to:
Knowledge & Insights
36 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data SystemsThe Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
+1
Applicable to:
Knowledge & Insights
37 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
38 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
39 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
40 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
41 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
42 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
43 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
44 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
45 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
46 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
47 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
48 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
49 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
50 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
51 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
52 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
53 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
54 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
55 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
56 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
57 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
58 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
59 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
60 out of 60