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Consulting services results for Financial Services
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CRM BoosterCapgemini GroupThe CRM Booster offering from Capgemini focuses on unlocking the full potential of Dynamics 365 CRM.
+3
Applicable to:
Sales
Customer Service
Customer Insights
SalesCustomer ServiceCustomer Insights1 out of 37
Copilot For Microsoft 365 Readiness AssessmentTHREATSCAPE LIMITEDThreatscape’s Copilot for Microsoft 365 Readiness Assessment (CRA) service can help you understand, and begin to address, the risks of Copilot for Microsoft 365 adoption.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Cloud SecurityInformation Protection & GovernanceThreat Protection2 out of 37
Microsoft 365 Copilot Security and Compliance controlstrue org cloudMicrosoft Copilot for Security: Enhance Your Organization's Security Posture
+3
Applicable to:Cloud Security
Compliance Advisory Services
Identity & Access Management
Cloud SecurityCompliance Advisory ServicesIdentity & Access Management3 out of 37
Cut Costs on Your Microsoft 365 Licensestrue org cloudOptimize Microsoft 365 Licenses and IT Requirements to Reduce Costs
+3
Applicable to:
Adoption & Change ManagementCompliance Advisory Services
Workplace Analytics
Adoption & Change ManagementCompliance Advisory ServicesWorkplace Analytics4 out of 37
Unlock the Power of Data Potential & AI Adoption with CrayonCrayonCrayon’s Datawarehouse Migration to MS Fabric with Adoption Strategy Offering provides a comprehensive journey from initial assessment to full-scale adoption.
+3
Applicable to:
Power BI apps
Power Automate
Power Virtual Agents
Power BI appsPower AutomatePower Virtual Agents5 out of 37
Microsoft 365 Security AssessmentSii Sp. z o.o.We assess general security controls and Microsoft 365 tools, delivering tailored recommendations to enhance cybersecurity.
+3
Applicable to:Cloud SecurityIdentity & Access ManagementThreat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection6 out of 37
Empower your AI with Microsoft Copilot Studio's Agent.true org cloudTrue.org Cloud, in collaboration with Microsoft Copilot Studio, offers customers the tools to create powerful AI agents.
+2
Applicable to:Power Virtual Agents
Power Apps
Power Virtual AgentsPower Apps7 out of 37
Symity Direct Routing as a ServiceSYMITY, part of Charterhouse Voice & Data LtdSymity DRaaS - Connecting Microsoft Teams Phone to Telco Networks
+2
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Calling for Microsoft TeamsTeams Custom Solutions8 out of 37
Enhance Financial Processes with Copilot for Financetrue org cloudLeverage AI-powered copilots to streamline financial operations and provide actionable insights.
+2
Applicable to:
FinancePower BI apps
FinancePower BI apps9 out of 37
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:Compliance Advisory Services
Knowledge & InsightsTeams Custom Solutions
Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions10 out of 37
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions
Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions11 out of 37
Automate Time and Expense Management with Microsoft Copilot Studiotrue org cloudStreamline your time and expense tracking with AI-powered Copilots that reduce manual effort and improve accuracy.
+3
Applicable to:Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions
Compliance Advisory ServicesKnowledge & InsightsTeams Custom Solutions12 out of 37
Data Security EngagementSignal Alliance Technology HoldingAs your company data expands and generative AI is being deployed rapidly, having an integrated approach that can help quickly identify, triage, and act on data security risks is super important.
+3
Applicable to:Compliance Advisory ServicesInformation Protection & Governance
Insider Risk
Compliance Advisory ServicesInformation Protection & GovernanceInsider Risk13 out of 37
Microsoft Entra - Securing Identities and AccessSignal Alliance Technology HoldingOur goal is to provide you with tools to protect your authorized users’ identities so you can authenticate credentials and manage file access while still giving users the freedom to collaborate.
+3
Applicable to:Cloud SecurityIdentity & Access ManagementInsider Risk
Cloud SecurityIdentity & Access ManagementInsider Risk14 out of 37
Free Workshop on Copilot StudioCompusoft_Stratgyk USIn the workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:Power Virtual Agents
Power Virtual Agents15 out of 37
Symity Consulting for Microsoft SecuritySYMITY, part of Charterhouse Voice & Data LtdWhether you need help planning a watertight security strategy, or need support for seamless deployment, adoption and ongoing management – we’ve got you covered.
+3
Applicable to:Identity & Access ManagementInformation Protection & GovernanceThreat Protection
Identity & Access ManagementInformation Protection & GovernanceThreat Protection16 out of 37
Identity Foundation Proof Of Concept with Microsoft Entra in 4 WeeksArmis, Sistemas de Informação, LdaLeverage the full suite of Microsoft 365 products - Secure internal and external Identities with Microsoft Entra
+1
Applicable to:Identity & Access Management
Identity & Access Management17 out of 37
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, LdaLeverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
+1
Applicable to:Identity & Access Management
Identity & Access Management18 out of 37
Unlock Intelligent AP Workflows with AP BuddyC3IT Software SolutionsTransforming Accounts Payable with Intelligent Automation & Real-Time Insights
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics
Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics19 out of 37
Power BI Data Assessment & Dashboard Plan – 3 Free SessionsiFour Technolab Pvt. Ltd.This is a limited-time offer designed to help business leaders explore the power of data without risk.
Ready to see what your data can do?
+3
Applicable to:Power BI appsPower AutomatePower Virtual Agents
Power BI appsPower AutomatePower Virtual Agents20 out of 37
Power Automate Workflow Optimization – 2 Free SessionsiFour Technolab Pvt. Ltd.Automate your daily tasks and optimize business workflows with expert-led Power Automate consultations.
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps21 out of 37
Power Platform Centre of Excellence (CoE) ImplementationInfinion TechnologiesMaximize the value of your Power Platform investment with a Power Platform Centre of Excellence
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps22 out of 37
Copilot Productivity AssessmentiFour Technolab Private LimitedA no-risk, data-driven approach to pinpoint where Copilot delivers the most value—enabling rapid deployment and measurable impact across your Microsoft 365 environment.
+1
Applicable to:Workplace Analytics
Workplace Analytics23 out of 37
Automate Customer Support with Power Virtual Agents – Free Use Case ReviewiFour Technolab Private LimitedTired of repetitive support tickets? Let’s Automate It — that’s where Power Virtual Agents can make life easier.
+2
Applicable to:Power Virtual AgentsPower Apps
Power Virtual AgentsPower Apps24 out of 37
Microsoft 365 Copilot Enablement Discovery – Free Expert WorkshopiFour Technolab Private LimitedReimagine productivity and unlock the full potential of Microsoft 365 with Copilot.
+1
Applicable to:Workplace Analytics
Workplace Analytics25 out of 37
Data Migration to Microsoft 365 – 2-Hour Free ConsultationiFour Technolab Private LimitedIn this free, value-driven 2-hour consultation, our Microsoft 365 experts will assess your current data landscape and provide strategic guidance for a seamless migration to Microsoft 365.
+1
Applicable to:Workplace Analytics
Workplace Analytics26 out of 37
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
Workplace Analytics27 out of 37
Power Platform Training Bootcamp – 3-Day Hands-On Enablement ProgramiFour Technolab Private LimitedIn this 3-day interactive training bootcamp, iFour Technolab will help your internal teams gain practical experience with Power Apps, Power Automate, and Power BI.
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps28 out of 37
Custom Data Migration to Microsoft 365 - Secure, Scalable & SupportediFour Technolab Private LimitedAt iFour Technolab - we offer comprehensive, customized data migration services to ensure a smooth, secure, and efficient transition — tailored to your business needs.
+1
Applicable to:Workplace Analytics
Workplace Analytics29 out of 37
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
Workplace Analytics30 out of 37
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
Workplace Analytics31 out of 37
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
Workplace Analytics32 out of 37
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 appsPower Apps
Power Pages
Power BI appsPower AppsPower Pages33 out of 37
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
Workplace Analytics34 out of 37
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
Workplace Analytics35 out of 37
BI Essentials Training – 5-Day Hands-On Training for TeamsiFour Technolab Private LimitedIn this 5-day interactive training by iFour Technolab, your teams will learn how to connect data, analyse trends, and tell compelling stories through Power BI.
+3
Applicable to:Power BI appsPower AppsPower Pages
Power BI appsPower AppsPower Pages36 out of 37
Power Platform Governance - Adoption FrameworkReal Impact Technology ConsultingA implementação de uma metodologia para tratar o CoE é fundamental na Power Platform, pois permite garantir a segurança, a escalabilidade e a conformidade das soluções implementadas
+3
Applicable to:SalesPower AutomatePower Apps
SalesPower AutomatePower Apps37 out of 37