Asset Leverage Consultants: Dynamics 365 Customer Case Study
Learn how Xpedition delivered a transformational client relationship management project for a leading Wealth Management consultancy. The Challenge CRM for customer engagement and regulatory complience ALC (Asset Leverage Consultants Ltd) is a Jersey-based Wealth Management firm, advising clients with credit and debt structures. Richard Priddes, in charge of IT solutions and technology, knew that Asset...
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