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Consulting services results for Financial Services
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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
1 out of 54
Modernize Business Apps: 4-Week ImplementationEnlighten Designs LtdModernize your business apps and reduce your workplace administration
+1
Applicable to:
Power Apps
2 out of 54
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
3 out of 54
Advanced Data Analytics with Power BI: 3-Day WorkshopMAQ SoftwareUnsatisfied with your current data analytics setup? Take it to the next level with our 3-day Power BI workshop
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Applicable to:
Power BI apps
4 out of 54
Power BI Embedded App TemplateSkypointThe Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
5 out of 54
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
6 out of 54
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to:
Sales
Customer Service
7 out of 54
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayonSecure, easy-to-use SaaS backup for your Microsoft 365 data
+1
Applicable to:
Cloud Security
8 out of 54
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
9 out of 54
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
10 out of 54
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.
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Applicable to:
Power BI apps
11 out of 54
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
12 out of 54
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
13 out of 54
Office Add-in Modernization with AI: 1-Hour BriefingiFour Technolab Private LimitedOur experts will assess the current setup, identify modernization opportunities, and suggest how AI tools like Copilot and Azure OpenAI can be integrated and aligns smoothly with Microsoft 365
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Applicable to:
Workplace Analytics
14 out of 54
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
15 out of 54
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 54
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
17 out of 54
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
18 out of 54
Cloud Reporting Platform: 4-Week ImplementationAdastra, s.r.oWe will help you identify and migrate targeted workloads to Power BI, actioning visualization, transformations, etc. to further your enterprise data strategy.
+1
Applicable to:
Power BI apps
19 out of 54
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
20 out of 54
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private LimitedThis session is designed specifically for business users — no technical expertise required.
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Applicable to:
Workplace Analytics
21 out of 54
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
22 out of 54
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
23 out of 54
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
24 out of 54
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
25 out of 54
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
26 out of 54
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
27 out of 54
Dynamics365 Solution Backup-2 Week implementationLTIMindtree LimitedThis application helps end user to take backup of Dynamics365 solutions in manual and planned way. User have choice of taking backup of solution both managed and unmanaged at the same time.
+1
Applicable to:
Sales
28 out of 54
Microsoft Viva Topics: 2-Months ImplementationSignal Alliance Technology HoldingDiscover Microsoft Viva Topics to harness collective knowledge and expertise within your organization to foster easy reach to right information and create an ever-growing corporate knowledge base.
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Applicable to:
Knowledge & Insights
29 out of 54
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to:
Finance
Business Central
30 out of 54
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
31 out of 54
Dynamics 365 Business Central Finance - 4-Wk Rapid ImplementationDomain 6 Inc.Get Microsoft Dynamics 365 Business Central up and running in 4 to 6 weeks. D6 rapid implementation offer helps businesses streamline financial ops, accelerate time-to-value, with minimal disruption.
+1
Applicable to:
Business Central
32 out of 54
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
33 out of 54
Power Apps: 1- Day AssessmentMake the shift ldaGet professional assistance delivered by certified PowerApps consultants to deliver your apps.
+1
Applicable to:
Power Apps
34 out of 54
Drinks Industry ERP: Free 1-Hr Bevica ConsultationTvision Technology LtdOverview of using drinks industry ERP software – Bevica for finance & reporting, stock & duty management, distribution.
+1
Applicable to:
Business Central
35 out of 54
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
36 out of 54
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
37 out of 54
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
38 out of 54
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to:
Power Apps
39 out of 54
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
40 out of 54
Power BI Developer: 2-day hands-on WorkshopJoyful Craftsmen s.r.o.Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
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Applicable to:
Power BI apps
41 out of 54
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
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Applicable to:
Power BI apps
42 out of 54
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
+1
Applicable to:
Power BI apps
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.
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Applicable to:
Power BI apps
44 out of 54
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
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Applicable to:
Power BI apps
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
46 out of 54
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:
Sales
47 out of 54
Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service Business Audits: 4-WK AssessmentMphasisOptimize software use with a value-based audit to close the business enablement gap to exploit the software evolution of Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service.
+3
Applicable to:
Sales
Customer Service
Field Service
48 out of 54
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
49 out of 54
Power BI Consulting Services by iFouriFour Technolab Pvt. Ltd.Ready to turn your data into a strategic asset? Contact us today to learn more about our Power BI consulting services and how we can help you achieve your business objectives.
+3
Applicable to:
Power BI apps
Power Automate
Power Virtual Agents
50 out of 54
CoE Power Platform: Impulsando la Excelencia con un Centro de Excelencia - 4 semanasENCAMINA S.L.Digitaliza y Automatiza tus Procesos con Power Platform uniendo a negocio e IT en un único lugar, el centro de excelencia de Power Platform (CoE)
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
51 out of 54
Invoice Automation using Microsoft Power AutomateiFour Technolab Private LimitedThis is an invoice automation solution using Microsoft Power Automate that streamlines the entire invoicing process from data capture to approval and tracking.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
52 out of 54
Customer Service Copilot Agent by TRUE.orgTRUE.orgImplement a custom AI Microsoft Copilot Agent to streamline customer service, reduce handle time, and boost agent productivity using Microsoft Copilot Studio and CRM integration.
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
53 out of 54
Data Migration and Workflow Automation using Power AutomateiFour Technolab Private LimitedA free expert-led 1-hour consultation focused on data migration and workflow automation.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
54 out of 54