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Consulting services results for Financial Services
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Customer Focus Training: 2-Day WorkshopCRM Partners MembersLifeCustomer relationships are valuable. This training has been specially developed for improving customer focus with customer service employees who have direct contact with customers.
+1
Applicable to:
Customer Service
1 out of 60
Dynamics 365 for Marketing: 4-Day ImplementationCRM Partners MembersLifeGet started with Microsoft Dynamics 365 for Marketing with this 4-day implementation. This full basic implementation & a training program to enable key users to deliver marketing campaigns.
+1
Applicable to:
Sales
2 out of 60
Foundations for change: 2-Day AssessmentCRM Partners MembersLifeDo you feel that your organization is changing constantly? We help you to build a strong foundation for change and position your organization for success.
+3
Applicable to:
Finance
Sales
Customer Service
3 out of 60
PowerCapitalPowerObjects An HCL CompanyPowerObjects offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications.
+2
Applicable to:
Sales
Customer Service
4 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
5 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL CompanyThis Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
6 out of 60
Bring Your Own Data Insights: 6-Hr WorkshopValid Holding BVDuring our Bring Your Own Insights workshop you experience hands-on, practically how to create Microsoft Power BI dashboards and how to visualize your own data.
+1
Applicable to:
Power BI apps
7 out of 60
Performance review service: 4-Wk AssessmentUltimate Software B.V.performance review for cloud and on premise
+1
Applicable to:
Finance
8 out of 60
Dynamics 365 Marketing: 3-Day ImplementationDynamic People B.V.Start with Dynamics 365 Marketing application in only 3 days and boost your marketing!
+1
Applicable to:
Sales
9 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
10 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
11 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
12 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
13 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
14 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
15 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
16 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain TechnologiesWeb portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
+1
Applicable to:
Business Central
17 out of 60
Be Rapid Project Track: 10-Day ImplementationDynamic People B.V.Are you aiming at low investment and low risk but looking for a high return?
+1
Applicable to:
Power Apps
18 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
19 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
20 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
21 out of 60
atQor Microsoft 365 Security Assessment: 3-Wk AssessmentatQorGet expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
22 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
23 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
24 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
25 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
26 out of 60
Microsoft365 Adoption Services: 10-Wk ImplementationatQorChange adopt leveraging Microsoft 365 offerings by migrating and managing your existing productivity environment and Devices and achieve modernization.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
27 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
28 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
29 out of 60
DIGITAL WORKSPACE 8-week ImplementationOrange Business Services B.V.Microsoft 365 Modern Workplace implementation for SMB+ customers
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
30 out of 60
Power Platform: 4 weeks of Governance workshopBusiness ElementsEnsure buy-in across your organization with visual assets and immersive experiences
+1
Applicable to:
Power Apps
31 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
32 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
33 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
34 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
35 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
36 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
37 out of 60
Columbus Catalyst, 1-day Envisioning WorkshopUAB OIXIOBuild, plan, and execute business transformation strategies with a proven, innovative approach from Microsoft Catalyst
+1
Applicable to:
Business Central
38 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaroAccelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
+1
Applicable to:
Workplace Analytics
39 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
40 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
41 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
42 out of 60
Teams CC/Bots/Attendant: 10 days implementationXylosFull implementation service for Microsoft Teams Cloud Contact Center, Chat Bots & Attendant Solution, including 10 days implement with Envisioning, Design, Enablement and Embracing the solution.
+3
Applicable to:
Calling for Microsoft Teams
Frontline Workers
Teams Custom Solutions
43 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
44 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
45 out of 60
Teams PhoneSystem+DirectRouting: 10 days implementXylosFull implementation service for Microsoft Teams Phone System with Direct Routing (Bring Your Own Carrier), including 10 days implementation service
+3
Applicable to:
Calling for Microsoft Teams
Device Deployment & Management
Teamwork Deployment
46 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
47 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
48 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
49 out of 60
Teamwork: 5-Weeks ImplementationEGENERATION LIMITEDTeamwork Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
50 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
51 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
52 out of 60
Employee Experience: 5-days assessmentMacaw Nederland B.V.Get inspired on customer- to employee experience based best practices value cases and personas in your industry from a hybrid working perspective.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Power Platform for Teams
53 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
54 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
55 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
56 out of 60
Microsoft 365 secure landing zone: 2Wk-impl.Rubicon B.V.Microsoft 365 secure landing zone compliant met CIS AVG ISO 27001 en BIO
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
57 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
58 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
59 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
60 out of 60