Wealth Management Powered by Microsoft Dynamics 365 and Microsoft Copilot generative AI
In the world of today’s always-on, globally connected clients, the Xpedition FS Xcelerator for Wealth Management leverages the combined power of Microsoft Dynamics 365 and Microsoft Copilot to ensure you are are always one step ahead of the competition.
25+
Years as a Microsoft Solutions Partner
960+
years of product experiencs
1300
Dynamics projects
85+
Dynamics and Data professionals
The digital client experience for a new generation of investor
The shifting wealth management landscape and the changing client demographic are fundamentally altering the way in which you and your firm need to approach client acquisition and relationship management.
Combining our considerable industry experience with innovative business applications, our Microsoft Dynamics 365 Wealth Management Accelerator will empower you to deliver a holistic, digital client experience that the new generation of investor demands.
Discover the benefits of wealth management CRM
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.
Working with a range of clients throughout this sector, we not only understand your challenges, but our experience in Wealth Management means we will guide you on your journey to success.
Key Features
Discover Xpedition FS Xcelerator Apps underpinned by Microsoft Dynamics 365 and the Power Platform
Briefing App
Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform
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KYC and On-Boarding App
Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding App
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Client Services App
Exceed today's modern client expectations with FS Xcelerator Client Services App
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Power BI
Make confident decisions using enhanced business intelligence available in real-time.
Find Out More“The Microsoft Dynamics 365 platform provides flexible and proven functionality that The Openwork Partnership needs for market-leading customer experiences and robust security and compliance. It includes seamless integration with existing Microsoft office systems, KPI reporting and analysis, and comprehensive data access via its open API which is complemented by Microsoft’s Logic Apps and other Azure services.”
Craig Woodhouse, Technical Consultant, The Openwork Partnership
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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…
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