Xpedition’s industry leading Wealth Management platform has received the much coveted GoodAccreditation standard. The accreditation is awarded by Goodacre UK, a leading specialist business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector. The accreditation is awarded to specialist firms based on several categories, including assessment of client satisfaction across multiple platform and service criteria.
Awarded every year, the GoodAccreditation review process is conducted by a team of experienced industry professionals who assess the leading Financial Services and Wealth Management solutions providers. Only the suppliers and service providers that meet the strict set of criteria qualify for the GoodAccreditation standard.
As a leading accreditation in the industry, Xpedition would like to thank both Goodacre UK for the accreditation, and our valuable clients for their ongoing support. The accreditation further showcases Xpedition’s position as a leading solution provider to the Wealth Management industry.
Based on the industry leading Microsoft Dynamics 365 platform, Xpedition’s Wealth Management solution is helping leading firms maximise client value through the use of intelligent business applications. Tailored to the specific needs of the Wealth Management industry, Xpedition Wealth Management enables firms to increase AUM, maximise share of wallet and deliver a more personalised, holistic client experience that meets the demands of today’s investors.
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Xpedition Wealth Management nominated for two Goodacre Awards
Further to achieving the GoodAccreditation standard, Xpedition Wealth Management has also been nominated in two categories at the 2018 Systems in the City Awards, taking place on the 12th July at the Merchant Taylors’ Hall.
As well as the overall company award for Best CRM provider, Xpedition’s very own Financial Services Business Manager, Ben Revill, has been nominated for an individual award based on his invaluable service and consultative approach when working with leading Wealth Management clients.
“Our reputation relies on the satisfaction of our customers and the quality of our implementations.” commented Ben Revill, Business Manager. “Client Engagement projects are increasingly complex in the digital age and we are delighted to have been accredited by Goodacre for the proven success that our Wealth Management solution provides firms within this sector.”
To book a free half-day CRM consultation, contact Ben Revill today