The team (thanks to Paul Mare and Marco Amoedo Martinez) and I are are in the process of releasing a new version of FinDemo. This should be ready in the next two weeks. I’ll post some further information on this in two weeks time right here. Right now I am concentrating a retail banking demo which will be available at the same time. Here is a preview:
Summary of most recent changes (some retail banking components already existed and are not listed here) :
Charts
- Contact Classification by On boarding Status
- Contacts by Branch
- Contacts by city
- Contacts by Classification
- Contacts by Last Activity
- Contacts by Month Created
- Contacts by Tier
- Contacts by Tier and Satisfaction
- Contacts by Tier and Territory
- New Client Rate
- Top Contacts
- Total Client Value by Last Activity
- Total Client Value Onboarding Status
- Total Client Value by Owner
- Total Client Value by Territory
Data Model Changes:
- Branch:
- Branch Name
- Branch Sort Code
- Branch Address
Contact:
- Contacts Classification
- Tier
- Age
- Age Group
- Country of Residence
- Nationality
- Primary Branch
- Other relevant fields already existed
Process Workflows
- Create a task alert if tier 1 client ahs not been conacted in more than 7 days (needs to be enabled manually)
Business Process
- KYC 360 – Account Opening Standard
- KYC 360 – Account Opening HNW
Dashboards
- Branch Manager Alerts
- Branch Manager Dashboard
- Branch Marketing Analytics
- Branch RM Activity Dashboard
- Branch Insight Dashboard
- Branch Value Dashboard
Screenshots
This post was originally published on https://markmargolis.wordpress.com. This posting is provided “AS IS” with no warranties, and confers no rights.
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Hi Mark;
I’ve imported the Wm solution (it’s terrific) and all of the data imported fine except Holdings. I imported it last since I knew it has lookups, but I could not get the data to import. So I thought I would key in a few rows manually, and when I try to save I get a plugin exception on the pre-create (below). Seen this before?
[Microsoft.Dynamics.Crm.WealthManagement: Microsoft.Dynamics.Crm.WealthManagement.HoldingPreCreate]
[a713f0b6-5191-e011-bbc3-00155db87b13: Microsoft.Dynamics.Crm.WealthManagement.HoldingPreCreate: Create of msdyn_holding]
That specific wealth management template is not mine I’m afraid. I’ll notify the team of the problem. You can also submit a request though pinpoint. Thanks Dave.