Financial Services Digital Transformation Consultancy Underpinned by Microsoft Dynamics 365 and the Power Platform

Financial Services is undergoing a paradigm shift. Firms that stand out are those who recognise the need to innovate and are embracing technology as a powerful enabler. Our experienced Microsoft Dynamics 365 consultants will guide you on your digital transformation journey.


Years as a Microsoft Solutions Partner


Years of product experience


Dynamics Projects


Dynamics Professionals

Why we’re different

Across financial services, the need to accelerate digital transformation is more evident than ever. That’s where Xpedition’s in-depth financial services experience and FS Xcelerator suite of apps make the difference. We’re a leader in helping firms achieve more. Our dedicated problem solvers thrive in challenging environments, working closely with you to ensure you succeed in these unpredictable and challenging times.   

We will help you meet demanding regulatory requirements, improve resilience and increase agility. Our expert team deliver best-in-class client experience, utilising the power of Microsoft Dynamics 365, Azure Cloud and the Power Platform.

A trusted partner for a complex world

The Financial Services industry is undergoing significant change. The combination of major global events and unprecedented technological advancement is forcing financial services firms to evolve or risk being overtaken by more innovative organisations and digital disruptors.
With challenges ranging from delivering superior, personalised client experiences and meeting the latest regulatory compliance challenges, to ensuring you gain actionable insights from your data and improving operational resilience, Xpedition understands what it takes to ensure you are ready for whatever the future holds.

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Turn your digital transformation ambitions into reality

Xpedition will work with you to accelerate your digital transformation goals and help realise the value of innovation. Underpinned by the power of Microsoft Dynamics 365, Microsoft Azure and disruptive technologies such as AI and advanced analytics, Xpedition will help you strengthen operational resilience, improve agility, unlock the power of your data, surpass client expectations, and ensure business continuity in even the most challenging environments.

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FS Xcelerator: bespoke business applications that tackle your toughest challenges

Underpinned by the Microsoft Power Platform, Xpedition’s FS Xcelerator is a suite of advanced business applications designed to help financial services firms quickly and effectively address specific business needs.

Combining Xpedition’s deep sector knowledge with the latest Microsoft cloud-based technologies, Xpedition can also design and build bespoke applications for your organisation at speed too, helping you overcome your most pressing challenges.

Learn about the FS Xcelerator
Data & AI

Metis for Financial Services

Leverage predictive data analytics and AI to create valuable insights that will catalyse business expansion, growth into new markets and competitive advantage.

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Our Financial Services Industry expertise

Xpedition works with leading financial services firms from across Private Equity, Wealth and Asset Management, Banking and Insurance. Combining our unique blended agile Project Delivery approach and innovate Design Thinking, we can help you envision your future state, before building, planning and executing a comprehensive business transformation roadmap that will make your digital vision a reality.

Private Equity

Combining deep industry experience and our unique Private Equity Accelerator, your firm will drive value creation and make more intelligent decisions thanks to advanced data and analytics capabilities. And with unique solutions powered by Microsoft Dynamics 365 and the Power Platform, improve operational excellence thanks to advanced deal-flow, fundraising, investor relations capabilities.

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Wealth Management

Xpedition has extensive experience in helping wealth and asset management firms tackle the industry’s key challenges. From driving hyper-personalised customer experiences and offering pro-active, tailored advice, to bringing together disparate data to uncover new opportunities and increase AUM, the combination of our industry expertise and the Wealth Management Accelerator will accelerate your digital transformation goals and make them a reality.

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Insurance & Banking

Insurance and banking is undergoing a seismic shift. From fending off the challenges from digital disruptors, to providing a seamless customer experiences and gaining actionable insights from your  data, Xpedition will help your firm stay ahead of curve. Combining our industry knowledge, our digital transformation expertise and our FS Xcelerator suite of apps, we will help you develop the operational resilience and agility needed to thrive in uncertain times.

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Portfolio Companies

We are helping Private Equity backed Portfolio Companies accelerate time to value by prioritising technology investment, optimising sales and marketing and driving targeted cost reduction through automating processes.

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