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Ignite Your Client Engagement

 

Ignite your client engagement with Xpedition.

In Wealth Management, the client is everything. Your relationship is the foundation of your firm. But in this rapidly changing environment, what can you do to ensure you keep delivering the very best client experience possible?

Download the introduction to Xpedition for Wealth Management and discover the strategies and technology that will take your client engagement to the next level.

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Accelerating Sales and Marketing Performance with Dynamics 365 | Webinar

Discover the power of intelligent, cloud-based CRM and learn how Microsoft Dynamics 365 can help source, engage and nurture opportunities, even in difficult times

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Article

Your 2020 CRM to do list: Unified Interface & Team Members

In this article, Xpedition's John Odell outlines two changes essential to Microsoft Dynamics 365 users need to be aware of in 2020.

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case-study

Openwork and Microsoft Dynamics 365

Openwork chooses Microsoft Dynamics 365. Discover how Xpedition delivered a powerful, comprehensive customer-centric system for one the UK's largest financial advice networks.

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