Ben Revill, Financial Services Business Manager, sat down with Wealth Briefing to discuss M&A, data, millennials, and the future of Xpedition Wealth Management
...a topic of much debate in any software implementation, we discuss the pitfalls to look out for and how to achieve optimal user adoption in your own CRM project.
The strategies, tactics and tools you need to reach buyers and win business
Top tips you need to ensure your CRM project is a success. Download your free guide today.
Discover the solutions for driving client engagement in Wealth Management
See how Microsoft Dynamics 365 and Xpedition enabled a leading creative agency to deliver cutting-edge marketing and integrate their sales & marketing functions.
Unlock the essentials to driving growth in Wealth Management
Discover the techniques for ensuring successful CRM implementation
Intelligent client engagement drives high growth for consulting businesses.
Learn how Xpedition delivered a transformational client relationship management project for a leading Wealth Management consultancy.