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Xpedition Wealth Management Demo

 

In this short wealth management demo, you will discover how Xpedition and Microsoft Dynamics CRM drives client acquisition, increases productivity and delivers superior data management to help meet the demands of today’s regulatory environment.

Watch the video and discover how you and your firm can:

  • Streamline client acquisition and on-boarding
  • Improve client data management, strengthen relationships, increase share of wallet
  • Deliver a holistic, digital client experience for today’s tech savvy investor
  • Access your data anywhere, on any platform – mobile, tablet or computer
  • Make faster, better informed decisions through cloud-based business applications

For a more comprehensive demonstration, please contact Ben Revill today.