List of Dynamics 365 for Wealth Management Customers
London, EC2A 2EA,
United Kingdom
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 |
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Bridges Fund Management | Banking and Financial Services | 50 | $68M | United Kingdom | Xpedition | Dynamics 365 for Wealth Management | CRM and Investor Relationship Management | 2018 | Xpedition |
In 2018, Bridges Fund Management implemented Dynamics 365 for Wealth Management to centralise investor relations, fundraising and deal-flow processes. The deployment aligned with the CRM and Investor Relationship Management category and was built using Xpedition's Private Equity CRM Accelerator, with Xpedition leading the implementation.
The Dynamics 365 for Wealth Management configuration focused on contact and relationship management, activity and communication tracking, fundraising pipeline management, and deal-flow orchestration to create a unified investor record. Standard CRM capabilities were extended to support investor profiling, opportunity staging and coordinated outreach workflows consistent with investor relations and fundraising operations.
Operational scope covered Bridges Fund Management's UK and US operations, consolidating contacts and communications into a single 360 degree view for relationship managers and fundraising teams. The implementation produced a centralized data model and shared transaction and contact records to improve cross-office collaboration without additional named integrations being specified.
Xpedition delivered the implementation in under four months and guided rollout and configuration governance for investor relations processes and fundraising prioritisation. The program produced a single 360 degree view of contacts and communications and improved fundraising prioritisation and internal collaboration as reported by the implementation team.
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Quilter | Banking and Financial Services | 3005 | $5.1B | United Kingdom | Xpedition | Dynamics 365 for Wealth Management | CRM and Investor Relationship Management | 2022 | Xpedition |
In 2022 Quilter partnered with Xpedition to modernise its adviser business by deploying Dynamics 365 for Wealth Management as part of a Microsoft Cloud First strategy. Dynamics 365 for Wealth Management was implemented to provide CRM and Investor Relationship Management capabilities to support adviser operations across the United Kingdom.
The implementation configured Dynamics 365 capabilities aligned to adviser CRM and client lifecycle workflows, for example Dynamics 365 Sales and Dynamics 365 Customer Service were inferred as primary functional components for adviser relationship records, case management, and client engagement automation. Configuration work included adviser profile management, client account tracking, document and correspondence handling, and workflow automation to standardise adviser operational processes.
Quilter’s deployment leveraged Microsoft Azure as the cloud hosting and platform layer in support of Dynamics 365 for Wealth Management, and Xpedition acted as the systems integrator to execute the cloud first delivery. The architecture emphasized centralized adviser data and cloud native service orchestration to improve system availability and to simplify future integrations with Microsoft cloud services.
Governance and rollout focused on the adviser business with phased adoption across UK adviser teams, accompanied by process redesign to automate adviser operations and improve business agility. The engagement aims to increase adviser efficiency and operational agility while embedding Dynamics 365 for Wealth Management as the primary CRM and investor relationship platform for Quilter.
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The Openwork Partnership | Professional Services | 4900 | $684M | United Kingdom | Xpedition | Dynamics 365 for Wealth Management | CRM and Investor Relationship Management | 2020 | Xpedition |
In 2020, The Openwork Partnership implemented Dynamics 365 for Wealth Management as a cloud based adviser engagement platform within the CRM and Investor Relationship Management category. The deployment leveraged Microsoft Dynamics 365 Customer Service and Sales capabilities to unify client lifecycle data and centralize adviser client insight across the United Kingdom, targeting adviser engagement, compliance oversight, and client lifecycle workflows.
Configuration work concentrated on the Customer Service and Sales modules, tailored to adviser processes including client profiles, case management, opportunity management, and a centralized client record to provide a unified view across advice journeys. Automation of compliance checkpoints and standardization of adviser interaction records were configured to support oversight and adviser productivity, while security role configuration and data model alignment were applied to map Dynamics 365 for Wealth Management to financial advice workflows.
Xpedition served as the implementing partner and led the rollout across adviser networks and compliance teams in the UK, aligning operational processes to the cloud deployment. The solution was embedded into adviser workflows and compliance processes to ensure consistent client onboarding, record keeping, and opportunity routing, providing operational coverage for adviser desks, compliance, and client relationship management functions.
Governance was centralized through the Dynamics 365 platform, consolidating adviser client insight and enabling standardized compliance controls and auditability. Outcomes cited include improved compliance, higher adviser productivity, expanded revenue opportunity identification, and reduced operational risk driven by centralized data and adviser engagement tooling.
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