Insights & Events

People walking

Kick-Start Your CRM Wealth Management Initiative

Discover the secrets for successful CRM implementation.

The Wealth Management industry is in a turbulent period. If your firm is not already on its way to becoming digitally agile, you are leaving yourself vulnerable to disruption.
From increased regulation and a burgeoning robo-advice market, to decreasing fees and the largest transfer of wealth in history, you need to ensure you are prepared for the numerous challenges you will face over the coming years.
To face these challenges head-on, you need the right CRM platform. But running head-on into a project without considering key issues such as project scope, risk management, budget, executive buy-in, accountability and data management, puts your CRM project at considerable risk.
With this in mind, Xpedition has compiled the ‘Wealth Management Guide to CRM‘.
Bringing to the fore Xpedition’s comprehensive CRM expertise, this guide helps you avoid the common CRM project pitfalls and instead, gives you the building blocks for the delivery of a successful CRM business case.
Download ‘Building the CRM Business Case in Wealth Management’ and discover how you can become the digital firm of the future.