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  • Blog Post: Retail Banking Template Demo Video

    After a brief detour last week via the White House I am now back in London and pleased to be releasing some further templates via DemoBuilder. I recorded a short video of the Retail Banking template for the World Wide Partner Conference (WPC) and the guys at corp have kindly turned this into a polished...
  • Blog Post: Now Available On Premises: FinDemo A Core Financial Services Demo Pack

    WPC starts this week and to start the week on a high I have decided to publish my core financial services demo pack as a standalone install for on premises scenarios. I strongly advise that you continue to use DemoBuilder to provision the template as this comes preconfigured and will save you some time...
  • Blog Post: Financial Services Demo (FinDemo) Update – Coming Soon

    As I promised last time the core Financial Services demo (aka FinDemo) is being updated and along with the Retail Banking demo should be live in the next few weeks. All the changes I described on the Retail Banking demo will in included in the update below. In summary changes include: Much cleaner sitemap...
  • Blog Post: Retail Banking Demo – Coming Soon

    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...
  • Blog Post: Convergence 2014 – Atlanta March 4-7

    Just over a week to go before Convergence 2014 in Atlanta and judging by the success we had with Convergence EMEA in Barcelona last November, Atlanta is going to be huge!  I am really looking forward to this one. With the exciting announcements we made last week Convergence gives people the opportunity...
  • Blog Post: Client 360 – A Single Client View for Microsoft Dynamics CRM 2013

    Continuing with the theme of the newly released Financial Services demo toolkit (aka FinDemo) I want to share you a little more information on one of its components: Client360. This component was built by a colleague of mine Paul Mare and is one of the most useful CRM components I have ever used. So...
  • Blog Post: New Demo Builder with Financial Services Template is now Live

    As I hinted last week my Core Financial Services Demo Pack which is now publicly available to Microsoft Customers and Partners via Demo Builder: http://demobuilder.cloudapp.net. This demo pack is a great place to start building out your Financial Services Demo. The solution currently caters for the sub...
  • Blog Post: Financial Services Templates and Demo Solution Pack for Microsoft CRM

    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 : The new Financial Services Templates My Core Financial Services Demo Pack which I will be making […]
  • Blog Post: Financial Services Business Process Template

    My financial service business template is now Live! Some of you saw this during the CRM 2013 Beta and the training blitz, others may of seen this during this weeks Convergence 2013 EMEA. You can download the solution here. ITs free but you will need to login with your Microsoft Live/Hotmail/Outlook.com...
  • Blog Post: Microsoft CRM – Leading by Example

    Continuing with the financial services theme I wanted to write about some of the most successful case studies in the industry. Rather than just provide you a link to the case studies I have tried to pull out the salient points in two to four bullet points. If you want further detail then I have […...
  • Blog Post: CRM for Asset Management – An Overview

    This is a part of a series of articles on CRM for Financial Services. Recently I wrote about CRM for Investment Banking, this time I am going to focus on CRM for the Asset Management industry. CRM in Asset Management – An Overview Like many Financial services organisations Asset Managers might...
  • Blog Post: XRM for Financial Services – Updated

    A few months ago I wrote about XRM for Financial Services, today I am going to update this article. I will also write about the differences between XRM and Application Rationalisation. The image below I hope illustrates nicely a how a well defined CRM project can transform into to an XRM project and...
  • Blog Post: CRM Working Lunch – Financial Services

    Last month I was a guest on “Working Lunch” a thirty minute UK Financial Services Industry Team Webinar run by two colleagues of mine Phil Allen and Bruce McKee. The website for the event and future dates can be found here and further details of the webinar including the full recording can...
  • Blog Post: Webinar: Mobile and Tablet Experiences for Financial Services Institutions

    Last week my team and I put together a Webinar on the topic of Mobile CRM and Tablet Experiences for Financial Services Institutions. You can view a recording of the webinar online in the next few days, I am hoping we will be able to do this by the end of the week. I’ll tweet (@markmargolis) as...
  • Blog Post: CRM in Investment Banking – A summary

    CRM in Investment Banking Last weeks blog about demo tips proved to be very popular, I was given a lot of suggestions so I will be updating this article again soon (from a salesperson perspective). This week’s post is about CRM in Investment Banking. I work in Financial Services and one of my primary...
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