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Consulting services results for Financial Services
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Envisioning and pilot deployment: 8 week acceleratorCognizantKick-start your journey to a reimagined workplace with Cognizant’s Microsoft 365 Copilot Envisioning and pilot deployment.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
1 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC DigitalCreate a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
+1
Applicable to:
Customer Insights
2 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
3 out of 60
Dynamics 365 Health Check: 2-Wk AssessmentWipfli LLPThis engagement explores how to get the most value out of your Dynamics 365 Implementation
+3
Applicable to:
Sales
Customer Service
Project Service Automation
4 out of 60
Support for Dynamics 365: 4-Wk ImplementationCrowe LLPProactively monitor, support, and enhance your Microsoft Dynamics 365 deployment to ensure you are getting the most from your technology investment.
+2
Applicable to:
Sales
Customer Service
5 out of 60
CRM Performance Analysis: 10-Day AssessmentMTCThis engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
6 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
7 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
8 out of 60
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics EdgeThis instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
+1
Applicable to:
Sales
9 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
10 out of 60
Migrate Your Excel Add-in to Power BI — Free 2-Hour Modernization SessioniFour Technolab Private LimitedFree 2-hour modernization consultation where our experts will guide you through the transition path, outline the migration strategy, and highlight the business benefits of moving to a Power BI-driven
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
11 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
12 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
+3
Applicable to:
Sales
Customer Service
Field Service
13 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
14 out of 60
Dynamics 365 Phone Setup: 2-Hr Proof of Conceptmscrm-addons.com ( PTM EDV Systeme )Dynamics 365 Telephone Integration: 2 hour compatibility check and Installation / Configuration assistance.
+3
Applicable to:
Sales
Customer Service
Field Service
15 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshopmscrm-addons.com ( PTM EDV Systeme )Our solution will help you design and create Word templates for Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
16 out of 60
Dynamics 365 Field Service: 1-Day WorkshopDynamics EdgeThis engagement will provide you with the skills to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Delivered at your site.
+2
Applicable to:
Sales
Field Service
17 out of 60
PwC Sales and Marketing ReadyPricewaterhousecoopers LLPTransform front office with connected sales and marketing
+3
Applicable to:
Marketing
Sales
Customer Insights
18 out of 60
Virtusa Low Code App & Business Process Assessment: 8-Week AssessmentVIRTUSA LTDA business process and application digitalization assessment by Virtusa to provide realistic roadmap for transformation of legacy applications and processes by addressing and mitigating the challenges
+1
Applicable to:
Power Apps
19 out of 60
Sii Copilot programmeSii Sp. z o.o.Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
20 out of 60
Dynamics 365 Customization: 7-Day ImplementationMTCDynamics 365 Portal Customization is a smart service offer from MTC, which allows you to get customizations done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
21 out of 60
Synergy Advisor Security Engagement (Pilot) for Microsoft Copilot for SecuritySynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
22 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
23 out of 60
Modern Workplace Advisory Services: BriefingCapgemini GroupModern Workplace Advisory Services – Unlocking value through workplace transformation
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Teamwork Deployment
24 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefingAvanade, Inc.The Banking Accelerator
+1
Applicable to:
Customer Service
25 out of 60
Lucidchart to Microsoft Visio Migration WorkshopSoHo Dragon Inc.Migration of Lucidchart files has never been easier. This workshop will guide you through the entire process, ensuring a smooth migration.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
26 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
27 out of 60
Unlock Intelligent AP Workflows with AP BuddyC3IT Software SolutionsTransforming Accounts Payable with Intelligent Automation & Real-Time Insights
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
28 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLCTransform your business operations, in driving digital transformations, and reimagine your business processes
+1
Applicable to:
Power Automate
29 out of 60
Microsoft 365: 3-D ImplementationatworkAccelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
+2
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
30 out of 60
Copilot for Microsoft 365 extension to 3-rd party systems: 3-Wk Design and implementationReplyExtend Copilot for Microsoft 365 capabilities to work on your on-premises or stored in 3-rd party systems data.
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
31 out of 60
«App in a Day» WorkshopIntelliasA comprehensive hands-on training designed to equip participants with the skills needed to develop no-code/low-code applications using the Microsoft Power Apps platform.
+2
Applicable to:
Power Automate
Power Apps
32 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT ConsultantsIf you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
+2
Applicable to:
Sales
Business Central
33 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
34 out of 60
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
35 out of 60
Microsoft Platform Support ImplementationManaged SolutionMicrosoft Platform Support Services provides comprehensive support that optimizes performance, enhances security and drives adoption across your Microsoft ecosystem.
+3
Applicable to:
Device Deployment & Management
Threat Protection
Workplace Analytics
36 out of 60
Microsoft 365 License Optimization:1-hr AssessmentFrontier Technology, LLCReview current state of Microsoft Cloud Services plans and subscriptions. Optimize to a "Cloud first" business model that is potentially more cost effective.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Identity & Access Management
37 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
38 out of 60
Power BI Embedded - 4 Week POCInviso CorporationIntegrate visually stunning interactive reports directly within your application or website.
+1
Applicable to:
Power BI apps
39 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
40 out of 60
Dynamics 365 Field Service: 5-Day WorkshopMTCLearn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
41 out of 60
Synergy Advisors Microsoft Copilot for Security E-mmersion ExperienceSynergy Advisors LLCAI-powered security for rapid, scalable, and effective defense
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
42 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse LtdA 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
+1
Applicable to:
Finance
43 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
44 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week WorkshopVirteva LLCEmpower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
+3
Applicable to:
Identity & Access Management
Knowledge & Insights
Mobile Device Management
45 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
+1
Applicable to:
Calling for Microsoft Teams
46 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
47 out of 60
Microsoft 365: 3-Hour Implementationtrue org cloudGain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
48 out of 60
Dashboard in a Day: 1-Day WorkshopInviso CorporationThis immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
+1
Applicable to:
Power BI apps
49 out of 60
Reporting Financier : 2 semaines preuve de conceptFINELOGAutomatisez la collecte et le retraitement des données,
Structurez l'information pour un usage analytique,
Analysez et présentez l'information dans Power BI et Excel
+1
Applicable to:
Power BI apps
50 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
51 out of 60
Microsoft 365 Endpoint Manager Deployment Roadmap Assessment - 4 Week AssessmentProtivitiActionable plan and high-level view to move towards a successful Microsoft Endpoint Manager (MEM) deployment and migration
+1
Applicable to:
Cloud Security
52 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ SoftwareA one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
+1
Applicable to:
Power BI apps
53 out of 60
Intranet powered by Microsoft VIVA 8-week ImplementationXMS TechnologiesImplement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
54 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk ImplementationOptiv Security Inc.Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
55 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
56 out of 60
Endpoint Management Solutions: 4-Wk ImplementationSignal Alliance Technology HoldingDiscover how Signal Alliance Consulting enables users in your organization to be productive, on any device, without compromising IT security by leveraging Microsoft Endpoint Management.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
57 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
58 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
+3
Applicable to:
Cloud Security
Meetings for Microsoft Teams
Teamwork Deployment
59 out of 60
Power Apps: 6-Week WorkshopSoftServe Inc.A 36-hour workshop where you will improve your application development skills with Power Apps.
+1
Applicable to:
Power Apps
60 out of 60