Insights & Events

White paper

The Business Guide to CRM

Top tips you need to ensure your CRM project is a success. Download your free guide today.

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Article

Ignite Your Client Engagement

Discover the solutions for driving client engagement in Wealth Management

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case-study

Radley Yeldar: Dynamics 365 Customer Case Study

See how Microsoft Dynamics 365 and Xpedition enabled a leading creative agency to deliver cutting-edge marketing and integrate their sales & marketing functions.

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Article

Financial Services – The Road Ahead

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White paper

The Growth Opportunity in Wealth Management

Unlock the essentials to driving growth in Wealth Management

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White paper

Kick-Start Your CRM Wealth Management Initiative

Discover the techniques for ensuring successful CRM implementation

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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

Accelerate innovation, find and retain valuable clients, and attract the next-generation of consultancy experts

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