Xpedition FS Xcelerator | Bespoke, AI-powered financial services applications
Combining Xpedition’s deep sector knowledge with Microsoft AI-infused Microsoft Copilot, the FS Xcelerator is a suite of bespoke apps designed around Microsoft Dynamics 365, that have been tailored to help financial services organisations drive digital transformation, accelerate agility and transform customer experience, helping build competitive advantage and empowering organisations to thrive in a challenging environment.
25
Years as a Microsoft Solutions Partner
960+
Years of Product Experience
1300
Dynamics projects
85+
Dynamics Professionals
Discover the FS Xcelerator Apps
As a Microsoft Dynamics 365 Financial Services specialist, Xpedition tailor innovative business applications to help financial services organisations accelerate performance, Xpedition experts have developed a suite of apps to help financial services firms meet the challenges of an unpredictable and challenging world.
Briefing App
Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform
Find Out More
KYC and On-Boarding App
Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding App
Find Out More
Fundraising and Investor Relations App
Accelerate business growth and strengthen investor relationships
Find Out More
Dealflow App
Manage client information and effectively control and advance your deals through the sales pipeline
Find Out More
Client Services App
Exceed today's modern client expectations with FS Xcelerator Client Services App
Find Out More
Broker Management App
Gain deeper insights into your broker network to track performance and strengthen relationships
Find Out More
Power BI
Make confident decisions using enhanced business intelligence available in real-time
Find Out MoreIndustry specific solutions
As well as offering a suite of apps for the wider financial services industry, the FS Xcelerator also includes innovative apps dedicated to specific financial services sectors.
Private Equity & Investment
Empower your team to make faster and more accurate decisions using powerful data analytics that give you the 360-degree view of your investments and investors, helping you build investor confidence and credibility.
Wealth Management
Our Microsoft Dynamics 365 Wealth Management Accelerator leverages the power of your data to ensure you’re always a step ahead of your competitors by delivering the seamless digital experience the new generation of investors demand.
Insurance
Discover how our Micsrosoft Dynamics 365 Insurance can help you personalise customer experiences, improve operational resilience and strengthen broker relationships to deliver omnichannel journeys that meet the evolving expectations of your customers.
Adopt Microsoft Copilot next-gen AI to personalise customer experiences and accelerate revenue
Comprehensive PE portfolio insight for Deutsche Beteiligungs
A comprehensive, real-time PE portfolio insight for leading private equity firm, Deutsche Beteiligungs AG
Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM
Xpedition was the partner of choice for leading private equity firm Oakley Capital. Discover the story behind the delivery of a powerful deal and investor relations focused CRM solution. Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused CRM featuring secure, full-featured mobile access The Challenge:…
A powerful, comprehensive customer-centric system for The Openwork Partnership
Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and…
trusted by
