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Consulting services results for Financial Services
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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
1 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecureLaunch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
+1
Applicable to:
Business Central
2 out of 60
Support Subscription: Cloud Transformation Services 12-Months ImplementationCollabPoint LLCAccording to Forrester Research only 37% of cloud migrations provide acceptable outcomes. By coupling technical deployment with end user training and adoption we increase kpi's to closer to 80%.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
3 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredicaOur data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
+1
Applicable to:
Power BI apps
4 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
+2
Applicable to:
Power BI apps
Power Automate
5 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
6 out of 60
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
+1
Applicable to:
Customer Insights
7 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini GroupDigital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
+1
Applicable to:
Power Apps
8 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLCSynergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
9 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
10 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
11 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
12 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:
Power BI apps
13 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week ImplementationProtivitiJump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
14 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
15 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage SquaredEquipping your organisation to implement modern information management across your Microsoft 365 environment
+1
Applicable to:
Knowledge & Insights
16 out of 60
Transition to Microsoft 365: 6-mth ImplementationEngage SquaredOur Change & Adoption team will work to understand the impact of the change and develop a strategy that supports a seamless transition to set you up for adoption of Microsoft 365
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
17 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
18 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SASConsultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
19 out of 60
Underwriter Copilot: 16-24 Weeks – ImplementationCoforge LimitedCoforge’s proprietary framework to provide real time suggestions and recommendations to underwriters on policy /claim value of insurance application including GenAI chatbot for underwriter assistance
+3
Applicable to:
Power Automate
Power Apps
Power Pages
20 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
21 out of 60
OSS Copilot MarketingOnSolution ServicesThis workshop shows how to deployment and Adoption Copilot to Marketing
+1
Applicable to:
Adoption & Change Management
22 out of 60
Power Apps & Your Business: 3-Day Proof of ConceptXRM VisionStarting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
+1
Applicable to:
Power Apps
23 out of 60
KK Teams Design and Planning WorkshopKraft KennedyDesign and planning workshop for Microsoft Teams collaboration software
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
24 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
25 out of 60
CustomerServices: 2-Month Implementação + CopilotBizappEm 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
26 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO Digital, LLCProve the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
27 out of 60
Microsoft Defender for Endpoint QuickStartPresidioPresidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
28 out of 60
Power Platform Jumpstart: 6 Week WorkshopNetwovenUsing this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
+1
Applicable to:
Power Apps
29 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidioAlign goals and measure success with a Copilot Adoption Accelerator from Presidio.
+1
Applicable to:
Adoption & Change Management
30 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.Hands-on, interactive exploration of Copilot’s vast capabilities
+1
Applicable to:
Adoption & Change Management
31 out of 60
Viva: 5-days WorkshopSoftline TradeSoftline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
+1
Applicable to:
Knowledge & Insights
32 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
33 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
34 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTCDynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
35 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluentA comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
+1
Applicable to:
Power Apps
36 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
37 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluentThis hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
38 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro LtdUnderstand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
39 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationHands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
40 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
41 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage SquaredThe SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
+1
Applicable to:
Knowledge & Insights
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
43 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidioReview data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
44 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
45 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
46 out of 60
Power Platform: 1-Hr BriefingBJSS LimitedAn opportunity to get a better understanding around Low Code technologies and how your company can get best use out of it
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
47 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage SquaredUnderstand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
+1
Applicable to:
Knowledge & Insights
48 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
49 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P LtdIdentify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
50 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
51 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:
Power BI apps
52 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
53 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
54 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationPrelude Systems IncAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
55 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi IndonesiaWe help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
56 out of 60
Collaboration Assessment 4 WksKinlyHybrid Work Collaboration Assessment 4 weeks program with full report
+1
Applicable to:
Meetings for Microsoft Teams
57 out of 60
Implementation of Microsoft Copilot Studio AI AgentPresidioAI Agent provides a tailored solution that integrates Generative AI and Natural Language Understanding to automate customer service tasks and streamline workflows across digital and voice channels.
+2
Applicable to:
Power Automate
Power Virtual Agents
58 out of 60
HR AgentAlfa Connections Pte LtdThe HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
+1
Applicable to:
Adoption & Change Management
59 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsightIn this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
+2
Applicable to:
Power BI apps
Power Apps
60 out of 60