Time to Transform interview series | Episode Three

Defaqto Case Study with Tom Whelan, Head of Customer Success

Defaqto is a business financial information company that supplies data and software to the whole of the financial services industry, helping its customers, clients and consumers make smarter financial decisions. In this latest video in the ‘Time to Transform’ financial services series, we learn more about the factors that led Defaqto partnering with Xpedition as they were looking to migrate to the latest version of Microsoft Dynamics 365. The session also covers why customer success is so important, and how the Microsoft stack enables Defaqto to deliver exceptional customer journeys whilst maintaining resilience.


Tom Whelan

Head of Customer Success, Defaqto
Richard Gibson

Senior Marketing Manager, Xpedition

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