Wealth Management CRM

The digital client experience for a new generation of investor

The Wealth Management Landscape

Forging a new path for today's digital client.

The Wealth Management landscape is rapidly shifting. No longer is it an industry out-of-date and out-of-touch with the needs of the modern investor. Therefore, your Wealth Management CRM has to be equally forward-thinking.

The leading firms are the ones that evolve, adapting to the digital environment and investing in platforms and expertise that drive client acquisition, strengthen relationships, meet the demands of today’s regulatory environment and deliver the digital client experience the next generation of HNWI’s demand.

Working with a range of clients throughout the wealth management sector, we are the trusted advisor to firms that recognise there is a need to evolve in order to stay competitive.

Combining industry-leading, intelligent business applications with unrivalled expertise, successful collaboration is what drives us to do better everyday.

When it comes to Wealth Management CRM, we are the partner of choice for today’s digital firm, equipping you with the technology and expertise to meet the demands of the new generation of investors.

Xpedition. Guiding your path to growth. 

The Wealth Management Solution

Next generation client engagement.

A shifting wealth management landscape, a changing client demographic. A transfer of wealth, the likes of which the industry has not seen before, is fundamentally altering the way in which you and your firm need to approach client acquisition and relationship management.

Your clients wanting access to you anytime, anywhere. Likewise, you need access to vital client data, no matter where you are.

And with the new regulatory environment forcing Wealth Management firms to manage their data under increased scrutiny, you need both a solution, and an expert team, to help you meet these challenges head-on.

At Xpedition, we not only understand your challenges, but our experience in Wealth Management means we have created an advanced CRM solution that will help you drive business growth. And in today’s world of the ‘always-on’, globally connected client, we ensure you have the tools you need to deliver the modern, digital, holistic client experience that the next-generation of investor demands. Together, Xpedition and Microsoft Dynamics 365 for Wealth Management ensures you are always a step ahead of your competition.

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The greater your client insight, the more impact your communication will have. Deliver highly targeted, effective marketing and communication to your clients, no matter where they are.

In a complex industry, you require a smart solution. Quickly locate the right path for you and your clients to maximise organic growth and strengthen your relationships.

Better intelligence means a higher share of wallet. The Xpedition platform means you can see more, do more, and grow more.

Regulation, AML and KYC.  An increased burden. But you can make it easier. Invest in a solution that help makes on-boarding and data management less stressful, meaning more clients and higher AUM.

Xpedition Wealth Management Brochure

Ignite Your Client Engagement

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"Xpedition really ‘got’ our business model and could explain exactly how Microsoft Dynamics CRM would work for us"

Asset Leverage Consultants


Our experience. Your ambition. One objective.

Wealth Management is a complex industry which is why we can combine the right people and offerings to ensure we can tailor the right solutions for you.

But no matter how good the Wealth Management CRM technology, it’s nothing if you cannot derive the full benefit honed through years of experience. With Xpedition at your side, you will benefit from 245 year’s collaboration and product experience, getting you where you want to be, faster.

Our wealth experts use their knowledge and experience to explore, question and challenge your existing operational processes, and your aspirations. Together, we uncover where you are, and formulate innovative solutions to get you to where you want to be.

Because we believe that even the best work better together.

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