Insights & Events

Posts Categorized: Wealth management

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FS Xcelerator | Discovery Workshop

Register for a free financial services Discovery Workshop

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On-Demand Webinar | Xplore Series: Dynamics 365 Sales

Watch our on-demand webinar to discover the latest updates and innovations in Microsoft Dynamics 365 Sales

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Article

Building resilience and agility in financial services during a time of crisis

See how the latest cloud-based business applications benefit financial services organisations that need to strengthen their resilience and agility to mitigate against the threats posed by challenging environments

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9 reasons why financial services firms need to be in the Cloud

The current environment has accelerated the need to move to the cloud. Discover the nine ways financial service organisations can benefit from innovative cloud solutions.

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Event

On-Demand Webinar | FS Xcelerator: Xcelerating financial services performance

Join Xpedition for the launch of the FS Xcelerator. A holistic, comprehensive financial services cloud solution designed to help firms meet the digital disruption challenges of today.

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On-Demand Webinar | Xpedition CRM Optimisation Review

Watch our on-demand webinar to learn more about our free-of-charge CRM Optimisation service

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On-demand Webinar| Accelerating Sales and Marketing Performance with Dynamics 365

Discover the power of intelligent, cloud-based CRM and learn how Microsoft Dynamics 365 can help source, engage and nurture opportunities, even in difficult times

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Article

Your 2020 CRM to do list: Unified Interface & Team Members

In this article, Xpedition's John Odell outlines two changes essential to Microsoft Dynamics 365 users need to be aware of in 2020.

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Explorers in vast cave

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Openwork and Microsoft Dynamics 365

Openwork chooses Microsoft Dynamics 365. Discover how Xpedition delivered a powerful, comprehensive customer-centric system for one the UK's largest financial advice networks.

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Five ways Microsoft Dynamics 365 sales and marketing can help you drive more leads and win more deals

Elevate your sales and marketing performance with Dynamics 365

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Article

Digital Transformation: choosing the right service partner

Choosing the right partner for digital transformation is essential for success. Learn how Xpedition's experience makes us the partner of choice to guide you through your transformation.

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Our Unique Approach to Digital Transformation

Discover our unique approach to Digital Transformation and start realising the true potential of your organisation

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