Finance Transform | Elevate Your Customer Experience

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Changes in buyer requirements and the need for more genuine communications are shifting the landscape for Sales and Marketing leaders in Financial Services.  Marketers are looking to create end-to-end customer experiences that are customer-led, highly personalised, and reach their customers wherever they are, across all physical and digital channelsMany Financial Services firms need to address multiple stakeholders in a complex decision-making process but lack the insight and tooling to engage the right people.

 79% of marketing leads never convert into sales. An absence of lead nurturing, customer journey understanding, disconnect of sales and marketing and org silo’s is a major cause for this poor performance”​* 
Marketing Sherpa

Hear from Microsoft and Xpedition experts on the specific challenges around the customer journey and personalised communication faced in the Financial Services sector. Learn how leading firms are addressing these challenges and how a unified platform can help you transform your sales and marketing outcomes.

Watch the webinar

We will also provide you with a short demonstration of just some of the capability provided by Dynamics 365 Marketing to include how to:

Expand the reach of your marketing channels with targeted message management and simple calls to action

Deliver multi-touch, multi-channel automated customer journeys that self-optimise

Align your revenue operations by providing full visibility to both sales and marketing teams through the customer journey

Leverage every piece of customer data within your organisation to drive hyper-personalised marketing and sales activities


Lucy Brown

Business Applications Industry Lead – Financial Services

Richard Gibson

Senior Marketing Manager Financial Services

James Drew

Senior Account Manager Financial Services

Mark Ross-Innes

Dynamics 365 & Power Platform Solutions Consultant

About Xpedition

Xpedition works with leading financial services firms from across Private Equity, Wealth and Asset Management, Banking and Insurance. We can help you build, plan and execute a comprehensive business transformation roadmap that will make your digital vision a reality.

We are widely respected in the Microsoft partner community and our reputation for quality implementations, principally to financial services firms, is now reflected in a portfolio of financial services apps to complement our FS sector-specific competencies.

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