Quilter, a leading UK-focused wealth manager providing advice, investments and wealth management services, has partnered with Xpedition and Microsoft to further modernise its technology systems to support its continued growth.
The move to Microsoft cloud services will replace legacy systems and enable the wealth manager to future proof its technology platforms, introducing AI-enabled automated workflow processes. It will reduce existing IT complexities whilst at the same time, improve business process agility.
A Microsoft Inner Circle accredited Solutions Partner for Business Applications, Xpedition will help Quilter transform its business systems using the power and capabilities of Microsoft Dynamics 365 and Azure. Already in progress is a Dynamics 365 based project with the company’s financial adviser business to automate operations, increasing efficiencies and productivity.
“We are constantly innovating and improving our range of effective advice tools to help advisers serve client needs and deliver a best-in-class service. With an existing Microsoft cloud first strategy within the business, Dynamics 365 was the logical next step to drive our goals. Partnering with Xpedition, with its breadth of expertise and experience with Microsoft technologies, will help us provide a modern ecosystem to better support our advisers as we move forward.”Celine Tournette, Programme Director, Quilter
Ben Revill, Business Manager – Financial Services at Xpedition highlights, “We are thrilled to be partnering with Quilter to help innovate and transform its technology platforms. The goal for the leading Wealth Manager is to not only reduce IT complexity but to become more agile, enhancing operational efficiencies. Together we are focused on supporting this path to growth and long-term success.”