Insights & Events


Xpedition Wealth Management Demo

In this short demonstration,  discover some of the latest features of the Microsoft Dynamics 365 for Wealth Management Accelerator.

Learn how this wealth management CRM utilises the power of Microsoft Dynamics 365 to drive smarter client acquisition, retain and grow AUM, increase productivity,  meet the latest compliance and regulatory requirements, and deliver the modern, digital client experience that today’s investors demand.

Watch Dynamics 365 Wealth Management demonstration and see 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

Seamlessly integrating with the Microsoft Office 365, Outlook, LinkedIn, Power BI and more, the Wealth Management Accelerator brings together the Microsoft ecosystem into an holistic solution that your teams can access anywhere, from any platform, be it tablet, mobile, laptop or desktop.

For a more comprehensive demonstration and to find out more about the features of the leading wealth management CRM, contact Ben Revill today.