The Core Financial Services Demo Pack (aka FinDemo) is based upon my core demo environment.  FinDemo has since become a side project with a number colleagues now contributing to enhance the demo toolkit. I’m very pleased that we have been able to make this available via DemoBuilder. Now I am making it available on premises as a standalone install. My only ask is constructive feedback on how this can be improved and any stories you have on how these have been used to help your clients would be much appreciated. Either via the comments on here on DM me via my twitter account.

The solution currently caters for the following sub verticals / scenarios:

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

Table of Contents:

  • Overview
  • Install files and instructions
  • Related Articles


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!).



Install Files, Instructions and Data

CRM 2016 Update 1


CRM 2015 Update 1

CRM 2015

CRM 2013

You can download the files from here:

Please install in the following order:

Demo Data

Further Instructions will be provided soon.

Pre Requisites
1. Create Currencies > Settings > Business Management
a. US Dollar
b. Pound Sterling
c. Euro
2. Set Date format to UK dd/mmm/yyyy
3. Ensure Processes are Activated before Import (15 processes will remain draft as data will need to be imported prior)
Import Data
4. Sign in as the primary user for the demo (I normally use Chris.Perry), Set Date format to UK dd/mmm/yyyy

For Pre Leo Orgs:

Related Articles:

New Demo Builder with Financial Services Template is now Live

Financial Services Templates and Demo Solution Pack for Microsoft CRM