Insights & Events

Dynamics 365 AI event roundup

Event

Leveraging the latest AI technology to power your sales & marketing

With technology evolving at such pace, AI and machine learning is playing an increasingly important role in business. The experts at Xpedition will demonstrate how your business can benefit from AI today.

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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.

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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

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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.

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Article

Xpedition Wealth Management Demo

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

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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

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Article

Watch the Dynamics 365 Portals demo

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

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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.

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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.

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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

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Article

Accelerate your Private Equity performance with Xpedition and Preqin

Uncover a dynamic new partnership in Private Equity

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Office Workers Horizon

case-study

Ageas Insurance: Dynamics 365 Customer Case Study

Discover how Ageas replaced their old platform with an advanced insurance CRM solution, built on Microsoft Dynamics 365.

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