Insights & Events

Posts Categorized: Wealth management

Article

How to choose a CRM system: Expert Guide

Learn the fundamental questions you need to ask when looking at how to choose a CRM system

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Article

Sales AI infographic – powering business

The AI Opportunity - Powering the sales function. Check out the infographic,

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White paper

Artificial Intelligence White Paper – Five Quick Business Wins

Profit from AI today - 5 quick AI wins for your business

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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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Dynamics 365 AI event roundup

Event

Register interest for the next AI for Sales and Marketing Roundtable

Register your interest for the next AI event to discover how you can use predictive insights to power your sales and marketing

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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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Xpedition Private Equity Preqin partnership

case-study

Independent Franchise Partners: Dynamics 365 Customer Case Study

Uncover a winning 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

Millennials and Wealth Management – Delivering a Modern Experience

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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