Financial Services Accelerator

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts - This feature is released. Apr 20, 2020

Feature details

Our initial Financial Services Accelerator release was focused on both Retail & Commercial Banking and optimizing the customer experience, improving collaboration within a bank and being able to gain customer insights from analytics. This data model supported common banking activities as well as flexibility for other use cases in financial services and was developed in collaboration with BIAN and other open API initiatives to ensure interoperability to help unlock new Open Banking opportunities.

With this release, we have included additional out-of-the-box entity mappings to support insurance and wealth planning. This release will target new scenarios supporting claims, policies, and life events as well as new use cases for wealth management to service the needs of private banking and wealth planning.

See also

Financial Services Accelerator (docs)