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Financial Services Redefined by Microsoft Copilot Generative AI and Microsoft Dynamics 365

Financial Services is undergoing a paradigm shift. To accelerate growth, profitability and competitive advantage, firms need to innovate at scale and build the foundations to adopt generative AI to meet client demands, reduce costs, and transform data into a strategic asset. Our Microsoft Dynamics 365, data and AI specialists will guide you on your transformation journey to help ensure your firm is ready to meet whatever challenges the future holds.

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25

Years as a Microsoft Solutions Partner

960+

Years of product experience

1300+

Dynamics Projects

85+

Dynamics Professionals

Accelerating the future of Financial Services

Financial Services is undergoing significant change. The combination of increasingly uncertain global events, unprecedented technological changes in the form of generative AI, and the increasing pressures in the form of digital-first FS challengers, is forcing financial services firms to make a stark choice; evolve or die. In the face of such challenges, organisations need a trusted partner that understands the risks firms face, and just as importantly, what firms can do to leverage the latest technologies to ensure they build resilience, increase agility and are ready to adapt in this increasingly uncertain environment. As a Microsoft Inner Circle partner and leader in financial services digital transformation, Xpedition advances financial services technology adoption using the latest in cloud-based business applications and next-gen AI, to ensure you thrive, no matter what the future brings.

Xpedition’s expert team work with financial services organisations to drive AI and CRM adoption to ensure they are ready for the challenges ahead. By utilising the power of Microsoft Dynamics 365, next-gen AI in Microsoft Copilot for Sales, advanced marketing through Microsoft Customer Insights, and streamlined business processes with Microsoft Power Platform, organisations can accelerate revenue generation, hyper-personalise customer experiences, and optimise operational excellence to win more deals and deepen customer relationships.

Speak to an expert to learn how you can usher in a new era with AI-infused, Microsoft Dynamics 365.

Redefining Next-Gen Financial Services Customer Experience

Watch as Xpedition and Microsoft showcase why FS organisations need to redefine CX to win and retain more customers, and how firms can leverage Microsoft Copilot generative AI to create holistic, personalised customer experiences. 

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A trusted partner for a complex world

Financial services is undergoing a rapid transformation driven by changing customer expectations, increasing competition, and evolving regulations. To succeed in this dynamic environment, firms need to embrace digital transformation and leverage the power of generative AI to deliver superior customer experiences, optimise sales performance, and streamline operations.

Microsoft Dynamics 365 is a cloud-based platform that provides a comprehensive set of solutions for financial services firms to achieve these goals. By infusing generative AI across Dynamics 365, Microsoft enables firms to create personalised and proactive interactions with customers, generate actionable insights from data, and automate workflows and processes to accelerate revenue growth and increase customer lifetime value.

Unlock your AI future with Dynamics 365

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

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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