Insights & Events

Article

Who’s in the high growth consulting club?

Intelligent client engagement drives high growth for consulting businesses.

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technology in wealth management M&A

case-study

Asset Leverage Consultants: Dynamics 365 Customer Case Study

Learn how Xpedition delivered a transformational client relationship management project for a leading Wealth Management consultancy.

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White paper

The Wealth Management Digital Journey

A strategy guide for delivering a superior Wealth Management digital journey

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Article

Watch Video | The Private Equity CRM Accelerator

See the leading Private Equity solution in action

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Article

How your existing consulting clients can help attract new prospects

You need every client referral they can give you

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White paper

Five of the Biggest Strategic Challenges Facing UK Consulting Firms Today

Innovate, retain clients and

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case-study

Bridges Fund Management: Dynamics 365 Customer Case Study

Hear how a specialist PE firm have successfully harnessed next-generation digital tools thanks to Xpedition and Microsoft Dynamics 365.

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Article

The Future of Financial Services – Part 2

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Article

The Future of Financial Services – What Will it Take to Live Long and Prosper?

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case-study

Hadley Group: Dynamics 365 Customer Case Study

When a CRM project initiated by a competitor firm started to go wrong for UK manufacturer Hadley Group, Xpedition were called in and successfully got the project back on-track.

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Article

Data Challenges in Financial Services – From Static to Active

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Article

The Demand for Change in Private Equity

New factors are influencing technology decisions in PE

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