Businesses around the globe are increasingly adopting visualization tools to easily understand and make sense of massive amounts of data and represent it as actionable insights to stakeholders and business owners.
Let's look at how data visualization tools used in conjunction with Microsoft Dynamics 365 CRM can boost business productivity in the wealth management industry.
Consider the case of a financial advisor who works for a wealth management firm that specializes in managing generational wealth. To manage and keep track of complex family structures and trust fund beneficiaries, the financial advisor will have to spend a significant amount of time switching between various entities in Microsoft Dynamics 365 CRM.
Only if there was a way to visualize complex family structures and Microsoft Dynamics 365 CRM records relationships in an interactive mind map view would this be possible.
Map My Relationships app makes it simple to navigate to related records by eliminating the need to switch between related entities. Users can thus visualize information at a glance, resulting in time efficiency, quick decisions, and quick task completion.
Continue reading to learn how the useful
While interacting with clients, financial advisors can visualize Records relationships by adding Map My Relationships as a control on the required entity form. Suppose, James, a financial advisor, wants to visualize client Allison Brown's family structure, he can add Map My Relationships control to the contact form and visualize Allison Brown's entire connected family structure in a mind map view.
This will give financial advisors a way to visualize critical data in a single view, allowing them to present complex family structures to clients in a simple and quick manner.
View Record Details
Map My Relationships app enables financial advisors to take a quick view of record details by simply hovering the cursor over the respective record within the mind map view. For example, if users require a quick summary of a family member's data, they can simply hover over the record's node on the mind map view.
Drill Down to N-Level Records Relationships
This feature allows financial advisors to drill down to the N-level through the records and visualize related records within the relationship view. This improves understanding of how records are related to one another and allows for faster information-based decisions.
Perform Quick Actions
In addition to visualizing records relationships, Map My Relationships enables financial advisors to perform quick actions such as Phone Calls, Appointments, or Adding a Reminder directly from the mind map view. For example, if the financial advisor wants to meet with the client to discuss their financial performance, he can click on the record node present on relationship view and then click on the 'Appointment' button to perform the action.
Aggregation and Grouping
With Map My Relationships app, financial advisors will be able to see the aggregate value associated with the records in the relationship view. Assume a financial advisor wants to know the contact entity's aggregated value. He or she needs to simply double-click the contact node in the relationship view, navigate to the individual record, and hover over it.
Financial advisors or wealth managers will be able to handle multiple projects quickly with all of these features. They can navigate through multiple Microsoft Dynamics 365 record relationships, have a 360-degree view of record relationships, perform quick actions, and quickly check aggregated values.
To visualize the relationship associated with any record, add Map My Relationships as a control to the required entity form.
If you're interested in trying the app, you can get this must-have Microsoft Dynamics 365 CRM data visualization app from our
Please contact us at [email protected] if you would like a personalized demo of the app or more information.
Also, check out