The digital client experience for a new generation of investor
The shifting wealth management landscape and the changing client demographic are fundamentally altering the way in which you and your firm need to approach client acquisition and relationship management.
Combining our considerable industry experience with innovative business applications, our Microsoft Dynamics 365 Wealth Management Accelerator will empower you to deliver a holistic, digital client experience that the new generation of investor demands.
Discover the benefits
With the new regulatory environment forcing Wealth Management firms to manage their data under increased scrutiny, you need both a solution, and an expert team, to help you meet these challenges head-on.
Working with a range of clients throughout this sector, we not only understand your challenges, but our experience in Wealth Management means we will guide you on your journey to success.
Discover Xpedition FS Xcelerator Apps underpinned by Microsoft Dynamics 365 and the Power Platform
Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power PlatformFind Out More
KYC and On-Boarding App
Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding AppFind Out More
Client Services App
Exceed today's modern client expectations with FS Xcelerator Client Services AppFind Out More
Make confident decisions using enhanced business intelligence available in real-time.Find Out More
Discover how we can help you on your Digital Transformation journey