Xpedition, a leading provider of client engagement management solutions for the wealth management sector, today announced that its tailored CRM solution for wealth management, based on the powerful Microsoft Dynamics 365 platform, was named ‘Best Client Solution’ at the Goodacre Systems in the City Awards (SITC) 2018.
In addition, Xpedition’s very own Ben Revill won the individual award for ‘Best CRM Specialist’.

About the awards

Now in its 20th year, The Systems in the City (SITC) Financial Technology Awards are organised and hosted by Goodacre, a leading business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector.
The SITC Financial Technology Awards are one of the only factual, independently judged awards that focus on the strength of client testimonials and references. Xpedition was deemed to have been particularly impressive for both its client relationship platform, and for the level of service Ben Revill provided to his wealth management clients.

A thank you to our clients

Winning the SITC Awards is a fantastic achievement and a true endorsement of the considerable efforts by all of the team here at Xpedition. We would like to thank all of our clients for their continued trust and support. Their excellent references and testimonials, undoubtedly secured these fantastic wealth management awards for Xpedition.

“Xpedition’s expertise in the industry was a key factor for us choosing to work with them as the challenges unique to wealth management require insight and knowledge that only comes from already having significant experience in the industry.”  Group Marketing Manager, leading Wealth Management firm and Xpedition client

About Xpedition Wealth Management

Xpedition wealth management CRM platform is your key to unlocking the next-stage of client engagement.  Throughout the life of the project, Xpedition gives you and your clients a distinct advantage. Our proven client relationship management solutions help you deliver the modern, holistic client experience the next-generation of investor demands.

Our solutions provide you and your firm with real-time information client data, accessible wherever you are and from a range of platforms. From initial onboarding and KYC, through to the delivery of highly personalised marketing communications and compliance with the latest regulations, our wealth management CRM solutions help ensure you meet client expectations every single day.
And with greater insight, comes greater potential for growth, meaning more clients, increased share of wallet and higher AUM.

With with over 35 years of delivering tailored services for wealth management firms like yours, we know what success looks like and, more importantly, how to achieve it.

Download your trial of the Wealth Management Accelerator today

If you would like to know more about wealth management client engagement and relationship solutions offered by Xpedition and see why we’ve won these wealth management awards, please contact Ben Revill to discuss your requirements and to arrange a free half-day consultancy.