Insights & Events

Back

Digital Wealth Management with Dynamics 365

In the latest wealth management webinar, Xpedition highlighted some of the key features of Dynamics 365 and how it helps firms deliver a superior, digital client experience.

With millennials and GenX now expected to inherit trillions in wealth, firms need to ensure they are delivering the best client experience possible by streamlining the on-boarding process and delivering a client experience

During this webinar, Xpedition showcased some of the core components of Dynamics 365 for wealth management and how it can help streamline business processes and deliver an holistic client experience.

Fill out the form to view the presentation slides and learn more  about just some of the many features Dynamics 365 offers firms that are looking to  transform their client relationship experience.

If you would like to find out more about how Xpedition can help your firm deliver a modern, digital client experience to win more clients and increase AUM, contact us. And to get a free, hands-on trial and see the solution in action, download a free trial of the Dynamics 365 for wealth management through Microsoft AppSource to try the solution for yourself.