Solution introduction

Advanced CRM for next-generation wealth management

Discover the Xpedition Wealth Management Accelerator, powered by Microsoft Dynamics 365

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. And of course, it provides you with the tools to deliver a personalised client experience that starts with a streamlined onboarding and KYC experience. 

Real-time data accessibility with Azure Cloud
Your data can be available to you via the power of the Azure Cloud too, meaning you can access real-time intelligence, on any platform, whether you are in the office, or on your way to your next appointment. In addition, this data is available through Dynamics 365 on your laptop, tablet or mobile. Your data is also backed up with one of the highest certified, enterprise-grade cloud platforms on the market. With more certifications than any other cloud provider, Azure leads the way with security standards that others follow.

Superior data visualisation with Power BI for more accurate, more efficient decision-making
Power BI is an Azure cloud-based analytics service that enables you to analyse data with greater speed, efficiency and understanding. It transforms your company’s data into interactive, easy-to-understand graphs and charts, and helps you recognise significant trends so you can focus your attention on the things that are critical to business success. Power BI is the next generation of business intelligence applications, making it easier to make sense of the wealth of data available to you, in a visual format that makes it easy to interpret and action. 

Enhanced client online access with Dynamics 365 Portals
Dynamics 365 Portals help you deliver an online client experience clients have come to expect. Enable clients to access their information online, access their account details, update personal information, and raise client service requests. Portals also allow clients to search the database with any queries they may have. The database features an intelligent search function that surfaces potential solutions, increasing the chances of a resolution, and reducing the number of client requests you may need to deal with. Cases that do need to be raised move through a custom business process flow where automated emails inform clients you have acknowledged their request, helping you deliver on the promise of a 24/7 service interaction.

Advanced marketing campaign automation with ClickDimensions
ClickDimensions is a leading marketing automation solution built inside the Microsoft Dynamics 365 platform. As a ClickDimensions Gold Partner, our consultants are experts in building advanced marketing automations that further your client engagement aspirations.
Dynamics 365 and AI
Unlock your data’s full potential with the combined power of Dynamics 365 Client Engagement solutions and AI. Create smarter marketing that meets client demand. And resolve their issues faster to increase client retention. In addition, increase your BD team’s chances of securing more wins with actionable intelligence that lets them know what to focus on so they can close more opportunities, faster. 

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