Insights & Events

Posts Categorized: Wealth management

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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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

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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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

Independent Franchise Partners Case Study

Client Engagement deployment powered by Dynamics 365, as part of a broader digital transformation strategy for Independent Franchise partners LLP.

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Article

Delivering a modern wealth management experience for millennials

What your firm needs to consider when engaging the next-gen investor

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Article

Xpedition Wealth Management Named Best Client Solution at the Goodacre Systems in the City Awards

Xpedition wins two awards at SITCFTA 2018

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Article

Xpedition receives coveted GoodAccreditation Standard

Xpedition awarded coveted Goodacre industry accreditation standard

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Article

Digitisation in Wealth Management – Continuum, not Compartments

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Event

Xpedition attended ‘Systems in the City’ 2018

Xpedition Wealth Management at Systems in the City 2018

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Article

Technology Challenges in Wealth Management

Ben Revill, Financial Services Business Manager, sat down with Wealth Briefing to discuss M&A, data, millennials, and the future of Xpedition Wealth Management

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