Xpedition Case Study

Xpedition Case Study: Asset Leverage Consultants (ALC)

Rapid access to a game-changing cloud based CRM solution for Jersey based wealth management firm

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Microsoft Dynamics 365 for Wealth Management

The Xpedition Wealth Management CRM Accelerator seamlessly integrates with Office 365, Outlook, Exchange, SQL Server, LinkedIn and a host of other powerful third-party applications. The result is an advanced ecosystem that breaks down internal silos, increases productivity and sales revenue. It also helps you meet the ever growing compliance challenges....

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by Xpedition
| 10/03/2018 12:00:00

Xpedition delivered a game-changing platform for wealth management professional services firm – Asset Leverage Consultants – discover how.

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