Insights & Events

Article

Unlock the Power of True Sales and Marketing Alignment: Part One

In part one of this series, discover the downsides of disjointed sales and marketing teams

Read More

Article

CRM Strategy: How to Design an Effective Strategy for CRM Success

Discover the fundamentals for the creation of a comprehensive CRM strategy

Read More
image of ice climber scaling cliff

case-study

Lewisham Council: Seamless Dynamics 365 Data Migration with Synchronicity

Learn how Xpedition and Synchronicity delivered a seamless data migration project for Lewisham Council

Read More

case-study

Mayfair Equity Partners: Dynamics 365 Private Equity Customer Case Study

Learn how Xpedition created a tailored CRM solution to support Mayfair's private equity fundraising, investor relations and deal flow aspirations.

Read More

Article

Xpedition Wealth Management nominated for WealthBriefing European Awards 2019

Xpedition Wealth Management has been shortlisted for 'Best CRM' at the Wealth Briefing European Awards 2019

Read More
Xpedition Accountancy BKL Case Study

case-study

BKL: Dynamics 365 Customer Case Study

See how Xpedition delivered an integrated digital marketing, business development and client onboarding project for leading UK accountancy firm, BKL.

Read More

Article

Xpedition Wealth Management Demo

View the Xpedition Wealth Management platform that drives new client acquisition and increases share of wallet

Read More

Article

Xpedition Private Equity: more than just software implementation

A successful project is more than just the software, it's about industry expertise, and the experts that help guide your path to growth

Read More

Article

Watch the Dynamics 365 Portals demo

See how Dynamics 365 Portals will help your wealth management firm deliver a superior client experience

Read More

White paper

Generation Why? Meeting the needs of millennials in wealth management

To thirve, you need to ensure your client experience meets the needs of millennials. Discover how.

Read More
University of Essex

case-study

University of Essex: Dynamics 365 Customer Case Study

Learn more about the Microsoft Dynamics 365 implementation that supports a new generation of student services at the University of Essex.

Read More

Article

Digital Wealth Management with Dynamics 365

View the slides from the wealth management webinar that discussed the evolution of mobile, going paperless, and streamlining the on-boarding process

Read More