Home / AI in Financial Services Transformation / Xpedition FS Xcelerator | AI-powered Microsoft Copilot, bespoke financial services applications

Xpedition FS Xcelerator | Bespoke, AI-powered financial services applications

Combining Xpedition’s deep sector knowledge with Microsoft AI-infused Microsoft Copilot, the FS Xcelerator is a suite of bespoke apps designed around Microsoft Dynamics 365, that have been tailored to help financial services organisations drive digital transformation, accelerate agility and transform customer experience, helping build competitive advantage and empowering organisations to thrive in a challenging environment.

 

Get in touch to book a demo

25

Years as a Microsoft Solutions Partner

960+

Years of Product Experience

1300

Dynamics projects

85+

Dynamics Professionals

Discover the FS Xcelerator Apps

Built on Microsoft Dynamics 365 and infused with AI, this suite of Xcelerators is designed to help financial services firms accelerate growth, streamline compliance, reduce risk, and deliver exceptional client experiences. From onboarding and deal flow to investor relations and broker management, each Xcelerator is tailored to your sector – Private Equity, Wealth, Banking, Pensions or Insurance – and powered by real-time insights and automation.

Onboarding Copilot Xcelerator

Streamline client onboarding and compliance with automated KYC checks, document collection, and profiling. The Xpedition FS Xcelerator guides users through configurable onboarding stages, captures key client information, and supports intelligent collection and secure storage of supporting documents.​

Learn more

Fundraising and Investor Relations Xcelerator

Build trust and raise capital with confidence. Track investor interactions, manage fundraising and committed investor vehicles.  Surface intelligent insights with AI-powered dashboards that help you nurture relationships and close faster. 

Learn more

Dealflow Xcelerator

Manage your entire deal pipeline with configurable dashboards and comprehensive tracking from origination to close. Record investment profiles, group and analyse deals by stage, sector, or type, and maintain full visibility of stakeholders and advisor relationships. Integrated process flows, secure document management, and analytics tools help accelerate decision-making and provide actionable insights across multiple deals. 

Learn more

Client Services Xcelerator

Deliver seamless client experiences across digital channels, powered by Dynamics 365 and Copilot. Enable secure, real-time communication and support, with self-service options and AI-driven case management that help clients access information and resolve issues quickly. 

Learn more

Broker Management Xcelerator

Empower your broker network with a secure platform for streamlined onboarding, compliance tracking, and performance management. Bring together providers, brokers, and customers in one end-to-end process, with configurable dashboards and detailed insights into broker activity, accreditations, and business plans. 

Learn more

Power BI Consulting Services

Transform complex data into actionable insights with intuitive, real‑time analytics. Power BI enables teams to explore, visualise, and share data through interactive dashboards and reports that surface meaningful trends and performance indicators. Connect to multiple data sources, monitor key metrics, and empower faster, more informed decision‑making across your organisation.

Learn more

Industry specific solutions

As well as offering a suite of apps for the wider financial services industry, the FS Xcelerator also includes innovative apps dedicated to specific financial services sectors.

Private Equity & Investment

Empower your team to make faster and more accurate decisions using powerful data analytics that give you the 360-degree view of your investments and investors, helping you build investor confidence and credibility. 

  • Fundraising and Investor Relations Xcelerator 
  • Dealflow Xcelerator 
  • Onboarding Copilot Xcelerator  
Learn more

Wealth Management

Our Microsoft Dynamics 365 Wealth Management Xcelerator leverages the power of your data to ensure you’re always a step ahead of your competitors by delivering the seamless digital experience the new generation of investors demand. 

  • Client Services Xcelerator 
  • Onboarding Copilot Xcelerator 
Learn more

Insurance

Discover how our Microsoft Dynamics 365 Insurance Xcelerator can help you personalise customer experiences, improve operational resilience and strengthen broker relationships to deliver omnichannel journeys that meet the evolving expectations of your customers. 

  • Broker Management Xcelerator  
  • Client Services Xcelerator 
  • Onboarding Copilot Xcelerator  
Learn more

Adopt Microsoft Copilot next-gen AI to personalise customer experiences and accelerate revenue

trusted by