A wealth of experience to support you on your journey

Our expertise

We’re more than a technology consultancy.

With over 35 years of experience delivering tailored solutions to firms like yours, we know what success looks like. More importantly, we know how to achieve it.

Wealth Management firms choose us as their partner because, above everything else, collaboration is in our DNA.

We are Xpedition. With you every step of the way.

Uncover the strategies for engaging your clients on their digital journeys

Download the white paper



Our Wealth Management Services

What to expect during a project?

CRM isn’t just software. It’s much more than that. It’s the opportunity for you to grow your firm and transform your business strategy.

For today’s wealth management firm, the need to acquire new clients, increase share of wallet, meet regulatory requirements and deliver a a modern, digital, holistic client experience is essential.

But technology is only one part of the equation. With Xpedition at your side, our industry experts act as the catalyst for your CRM journey.

Our experience and wisdom honed from years of successful project implementation means you will get the most from your investment, both now and in the years to come.

It’s business success powered by intelligent business applications.

Setting the target

Led by our expert Wealth Management consulting team, our Discovery service sets a clear vision for change and business improvement. We’ll question you and challenge you in order to effectively evaluate your business processes. We’ll help set ambitious goals to solve your business needs today, whilst preparing you from the industry pressures of tomorrow.


Expert Team

Working with a proven team of Wealth Management expert consultants, we will work to design a solution aimed at exceeding firm-wide performance and business growth. Either online or through face-to-face, in-office workshops, we’ll craft an end solution that adds measurable value from the very first day.


A trusted partner

Business transformation will likely uncover difficult routes along your journey. Directed by a dedicated Xpedition Project Guide, both your internal teams and your key stakeholders will have the assurance and support to go further.


Equipped to compete

Powered by intelligent insight and unified through the latest digital solutions, you’ll exploit your opportunities earlier, meet your clients needs sooner and react to industry changes faster.

Ignite Your Client Engagement

Download your copy