I haven’t maintained these for some time but I’m going to leave this page live as this still gets downloads.

Financial Services Core Demo Pack

The Financial Services Demo Pack is now publicly available to Microsoft Customers and Partners via Demo Builder: You can find out much more here.

Financial Service Retail Banking Demo

Client 360  -Single View Component

The Client 360 component is now available as a standalone install (it comes already embedded in the FS Core Pack and REtail Banking Demo). Full details here.

Financial Services Templates on PinPoint

• KYC 360 – Microsoft Dynamics CRM Deal, Onboarding and Account Planning Process (Read more about this here. Download here)
• Microsoft Dynamics CRM Wealth Management Process
• Microsoft Dynamics CRM Life Insurance Sales Process