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List of Dynamics 365 for Wealth Management Customers

Xpedition
Location
46 Worship Street,
London, EC2A 2EA,
United Kingdom
Website
https://www.xpedition.co.uk/
Phone
44 20 7121-4705
Artw industry
Professional Services
Employee
60
Revenue
$11M

Since 2010, our global team of researchers has been studying Dynamics 365 for Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased Dynamics 365 for Wealth Management for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Dynamics 365 for Wealth Management for CRM and Investor Relationship Management include: Quilter, a United Kingdom based Banking and Financial Services organisation with 3005 employees and revenues of $5.10 billion, The Openwork Partnership, a United Kingdom based Professional Services organisation with 4900 employees and revenues of $684.0 million, Bridges Fund Management, a United Kingdom based Banking and Financial Services organisation with 50 employees and revenues of $68.0 million and many others.

Contact us if you need a completed and verified list of companies using Dynamics 365 for Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The Dynamics 365 for Wealth Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Bridges Fund Management Banking and Financial Services 50 $68M United Kingdom Xpedition Dynamics 365 for Wealth Management CRM and Investor Relationship Management 2018 Xpedition
Quilter Banking and Financial Services 3005 $5.1B United Kingdom Xpedition Dynamics 365 for Wealth Management CRM and Investor Relationship Management 2022 Xpedition
The Openwork Partnership Professional Services 4900 $684M United Kingdom Xpedition Dynamics 365 for Wealth Management CRM and Investor Relationship Management 2020 Xpedition
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Buyer Intent: Companies Evaluating Dynamics 365 for Wealth Management

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FAQ - APPS RUN THE WORLD Dynamics 365 for Wealth Management Coverage

Dynamics 365 for Wealth Management is a CRM and Investor Relationship Management solution from Xpedition.

Companies worldwide use Dynamics 365 for Wealth Management, from small firms to large enterprises across 21+ industries.

Organizations such as Quilter, The Openwork Partnership and Bridges Fund Management are recorded users of Dynamics 365 for Wealth Management for CRM and Investor Relationship Management.

Companies using Dynamics 365 for Wealth Management are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

Companies using Dynamics 365 for Wealth Management are most concentrated in United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Dynamics 365 for Wealth Management across Americas, EMEA, and APAC.

Companies using Dynamics 365 for Wealth Management range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 66.67%, and global enterprises with 10,000+ employees - 0%.

Customers of Dynamics 365 for Wealth Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Dynamics 365 for Wealth Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM and Investor Relationship Management.