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Consulting services results for Financial Services
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MDR WorkshopGrant Thornton LLPMaximize Your Security Posture with Grant Thornton's MDR Program Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
1 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:
Business Central
2 out of 60
MCI Transition to Cloud: 2-Day WorkshopCB5 SolutionsThe Cloud Transition workshop helps customers envision agile work scenarios and how to enable the organization to be productive and transition to the cloud with Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Meetings for Microsoft Teams
3 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology GroupIs Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
+1
Applicable to:
Business Central
4 out of 60
Legacy Data Migration and Optimization: 52-Wk MigrationLighthouse GlobalThis engagement delivers defensible migration from legacy on-prem archives to Microsoft 365, mapping to the Microsoft Purview suite of tools.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
5 out of 60
CEM Dynamics 365 Upgrade: 3-Day AssessmentCEM Business Solutions IncAre you using Microsoft Dynamics AX? Are you considering a Microsoft Dynamics 365 Upgrade? This 3-day assessment will quantify the time, effort, and cost required to make the move.
+1
Applicable to:
Finance
6 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
7 out of 60
Automation Discovery: 4-Wk AssessmentFuture WorkforceIdentify & assess opportunities for automation
+1
Applicable to:
Power Automate
8 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLCStandardize, Optimize, and Automate Business Processes
+1
Applicable to:
Power Automate
9 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
10 out of 60
Microsoft 365 Copilot Readiness for Financial ServicesGadellNet Consulting Services LLCOur multi-phase engagement will ensure your team rolls out Copilot for Microsoft 365 securely and efficiently.
+2
Applicable to:
Teams Custom Solutions
Teamwork Deployment
11 out of 60
Viva Readiness Review: 1-Week AssessmentCircle T Industries Pty LtdDiscover how Microsoft Viva can fit into your organization with a review of your Microsoft 365 Investment and Utilisation.
+1
Applicable to:
Knowledge & Insights
12 out of 60
Dynamics GP to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics GP investment to the cloud by taking advantage of discount pricing for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
13 out of 60
Retail Kiosk Program Workshop - 5 DaysCB5 SolutionsA secure kiosk management solution built for Zebra, Android and iOS devices in retail and finance services.
+3
Applicable to:
Frontline Workers
Identity & Access Management
Threat Protection
14 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
15 out of 60
AI-enhanced Microsoft Maturity Assessment and AdvisoryPunchcard Systems Inc.Baseline your Microsoft 365 maturity and build a clear, actionable roadmap. Our AI-enhanced Microsoft Maturity Assessment evaluates 8 core competencies and delivers prioritized recommendations.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
16 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLCTest drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
+1
Applicable to:
Finance
17 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks ImplementationFIRSTSOURCE SOLUTIONS LIMITEDIf you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
+1
Applicable to:
Power Apps
18 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital WorkplaceAddresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
19 out of 60
OSS Copilot MarketingOnSolution ServicesThis workshop shows how to deployment and Adoption Copilot to Marketing
+1
Applicable to:
Adoption & Change Management
20 out of 60
Dynamics 365 for Sales: 3-Hr Implementationtrue org cloudGet help with the set up and migration of Dynamics 365 for Sales
+1
Applicable to:
Sales
21 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
22 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
23 out of 60
Dynamics SL to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics SL investment to the cloud by taking advantage of discount pricing for Dynamics 365 Business Central.
+1
Applicable to:
Business Central
24 out of 60
Employee Experience w/Viva Workshop-3 DayKiZAN TechnologiesDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
25 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
26 out of 60
Migrate to Power BIDataFactZDataFactZ - 12 Week Power BI Migration Consulting Package
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
27 out of 60
CIS Config and Security: 2-Week AssessmentBBH SolutionsThis assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.
+1
Applicable to:
Compliance Advisory Services
28 out of 60
Dynamics 365 Sales: Implementation, Support, and Adoption ServicesClaranetTransform Your Sales Processes with Claranet’s Proven Dynamics 365 Expertise
+3
Applicable to:
Sales
Power Automate
Power Apps
29 out of 60
Business Central Currency: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your Multicurrency readiness in Microsoft Dynamics 365 Business Central, interview you and show an example of currencies, exchange rates, and automating their update.
+1
Applicable to:
Business Central
30 out of 60
CloudAssess365: Hands-on Microsoft 365 Transition Discovery and DesignRavanty Tech Consulting, Inc.Provide thorough discovery and design of client's environment before undertaking an actual migration to Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Mobile Device Management
31 out of 60
Microsoft Endpoint Management (Intune): 8 Week ImplementationSIMPLICITY IT INC.Our 8 week Intune Implementation is designed to help customers with Microsoft 365 Business Premium or Enterprise E3 or E5 to fully utilize Intune that is INCLUDED in the licensing
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
32 out of 60
Microsoft 365 Secure Productivity WorkshopABTechnologiesEnable your team to work securely and productively using Microsoft 365 best practices.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Compliance Advisory Services
33 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTDAccess your shared files from anywhere on any device without the hassle of a VPN
+1
Applicable to:
Teamwork Deployment
SharePoint Online Migration: 3-Day AssessmentGTconsultProvide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
+1
Applicable to:
Adoption & Change Management
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:
Business Central
36 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:
Threat Protection
37 out of 60
Power BI Reporting: 4-week Assessment & PoCITMAGINATIONImprove your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
+1
Applicable to:
Power BI apps
38 out of 60
Employee Experience w/Viva Insights Workshop-3 DayKiZAN TechnologiesDiscover Microsoft Viva Insights that help individuals, managers, and leaders gain personalized insights and actionable recommendations that help everyone in the organization thrive.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
39 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:
Sales
40 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle IntegrationWith the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
41 out of 60
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLCA free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
+1
Applicable to:
Power Apps
42 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosolIntegrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
+1
Applicable to:
Identity & Access Management
43 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologiesEvaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
44 out of 60
Better Collaboration w/ Teams Free 1/2 Day AssmntNew Era TechnologyWill Microsoft Teams work for your organization - our free assessment will let you know.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
45 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify DotsStreamline insurance service with AI-driven case management and omni-channel customer support.
+2
Applicable to:
Customer Service
Power Pages
46 out of 60
Financial Services 1 Day Compliance AssessmentXantrionA compliant modern workplace environment for financial service firms managed by experts.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
47 out of 60
SkySuite: Microsoft 365 Managed ServiceAgio, Inc.Technology is the last thing you want to think about as a startup or small fund. We make it easy with Agio SkySuite, your IT-as-a-Service solution that ensures a footprint in the public cloud.
+1
Applicable to:
Adoption & Change Management
48 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
49 out of 60
Dynamics 365 Business Central Process Review - Expert Led Efficiency & Automation AssessmentCrestwood AssociatesUnlock the full potential of Business Central. This review helps SMBs move beyond GL/AP/AR to optimize financials, operations, and automation opportunities.
+2
Applicable to:
Business Central
Power BI apps
50 out of 60
Yammer Optimized Adoption: 5-Week ImplementationKiZAN TechnologiesImprove employee engagement by leveraging communities in Yammer. Start today with proper planning and pilot.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
51 out of 60
Copilot Studio Helpdesk ServicesCompusoftGet expert assistance to resolve issues, build custom AI agents, and optimize Microsoft Copilot Studio for your enterprise needs.
+1
Applicable to:
Power Virtual Agents
52 out of 60
Information Lifecycle Management with Microsoft PurviewBridewell Consulting LimitedOperationalise Microsoft Purview’s Data Loss Prevention (DLP) and Insider Risk Management capabilities with this expert-led engagement
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
53 out of 60
QuickStarter Package: 2-Wk ImplementationPragmasys ConsultingAn implementation package to help new customers swiftly realize value from their investments in Dynamics 365 applications.
+3
Applicable to:
Sales
Business Central
Customer Service
54 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage SquaredDesign and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
55 out of 60
Test_OTP_Transactale_ProfSTest PMC 2 PCThis is a test offer to test the transactable Prof Service.
+3
Applicable to:
Analytics
AI + Machine Learning
Backup
56 out of 60
Microsoft 365 Copilot Deployment & Adoption ServicesGéminis ComputerEl objetivo de la oferta es diseñar una estrategia de implementación y adopción de Microsoft 365 Copilot adaptada a las necesidades del cliente.
+1
Applicable to:
Adoption & Change Management
57 out of 60
Intelligent Data Unification Assessment with FabricArgano LLCAccelerate your path to AI-ready data with a strategic, actionable roadmap
+3
Applicable to:
Finance
Customer Insights
Power BI apps
58 out of 60
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
59 out of 60
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
60 out of 60