As this is probably the last post of the year I thought I would take the opportunity to thank you by sharing some new toys for you to play with until I return early January 2014. These are :

  1. The new Financial Services Templates
  2. My Core Financial Services Demo Pack which I will be making publicly available to Microsoft Customer and Partners. Update: Now Live Here.

Financial Services Templates

Firstly I am pleased to say that my Financial Services Business Process “KYC360” also known as Microsoft Dynamics CRM Deal, Onboarding and Account Planning Process has been updated and can now be installed without any errors. For those of you who tried to install this previously you had to manually change the unique solution name, I’m sorry this took so long for us to republish. I’m told that this shouldn’t happen again.

The following templates can be downloaded from Microsoft Pinpoint and consists of small solution files that you can import. Each of these include a data model, sample data and business process flows.

Now that the Financial Services Templates have been made publicly available I can also share the training video I made for the CRM 2013 Launch Training:

Core Financial Services Demo Pack

The Core Financial Services Demo Pack (aka FinDemo) is based upon my core demo that I have built up over the last 18 months. More recently I have been collaborating with my colleagues to bring some of their assets into the Core Financial Services Pack. I’m particularly excited about the Single Client View control that we showed you at the main Financial Services event at Convergence EMEA in Barcelona in November. This will be the frst release of many.

I am going be releasing the core Financial Services Demo pack very soon. Update: Now Live Here. I will announce availability of this shortly via this site and my twitter feed. The solution currently caters for the following sub verticals / scenarios:

  1. Asset / Wealth Management
  2. Corporate / Investment Banking
  3. Insurance
  4. Supplier Management

Scenarios to be added very soon include:

  1. Commercial Banking
  2. Retail Banking
  3. Broker Management

Below you will find a brief overview of the Demo Pack as well as a sample screenshots and a presentation that goes into a bit more detail. I will be providing further detail, instructions, demo scripts and information on how you can get your hands on it due course (very soon!).



And Finally

I would like to thank all those of who have spent the time reading my blog and following me on twitter. I hope that you have found this blog interesting and useful and I look forward to adding much more next year. Many thanks to my Customers, Partners and the dedicated colleagues at Microsoft who helped me throughout the year. Happy holidays and Happy New year!!!! See you in 2014!

This post was originally published on This posting is provided “AS IS” with no warranties, and confers no rights.