Xpedition Wealth Management has been shortlisted for ‘Best CRM’ at the Wealth Briefing European Awards 2019
The Xpedition Wealth Management CRM Accelerator
The Xpedition Wealth Management CRM Accelerator is improving the performance of today’s wealth management firm. Through the intelligent application of Microsoft Dynamics 365, the Xpedition Accelerator is one of the few truly advanced CRM solutions solely designed to meet the many challenges wealth managers face today.
Xpedition’s Wealth Management CRM helps tear down existing silos that limit vision and impede operations. It connects both your teams and your data to create a more efficient, more productive firm. Leveraging the power of Microsoft Dynamics 365, the Wealth Management CRM integrates with Office 365, LinkedIn, Power BI, SharePoint, creating a powerful ecosystem that improves efficiency and productivity. In addition, with the likes of Dynamics 365 portals for client engagement, you can ensure your firm meet the demands of the new generation of investor with the delivery of a modern, personalised client experience.
With the Xpedition Wealth Management CRM Accelerator and Azure Cloud, you are able to access real-time data on a variety of platforms, wherever you are. This means in-depth, actionable intelligence on both prospects and clients is available to you, even outside of the office. Connecting valuable data, these insights highlight the potential opportunities available to you, resulting in faster, more accurate decision-making. This dedicated wealth management CRM also streamlines the client acquisition and on-boarding process. This ensures you meet the needs of the next-generation investor by building stronger relationships for greater client retention and an increased share of wallet.
See how we can accelerate your digital transformation initiative
To find out more about the Wealth Management CRM that is transforming the way wealth managers work and helping firms create a superior client experience, watch the Wealth Management Accelerator in action.
Alternatively, contact Ben Revill, Financial Services Business Manager, to learn how Xpedition can help guide your path to growth.