Xpedition is one of the Europe’s foremost wealth management CRM integration specialists and a leading software consultancy. It has been shortlisted for the WealthBriefing European Awards 2019 in the category of ‘Best CRM Solution’.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards are designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation
and excellence during 2018’.
Commenting on the firm’s shortlisting, Xpedition’s Financial Services Business Manager, Ben Revill, said “We are delighted to have been shortlisted for these prestigious awards. It is a great honour to be recognised in the shortlist and this is testament to the hard work that the team have put in over the last 12 months.”
ClearView Financial Media’s Chief Executive, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process ‐ such that the awards truly reflect excellence in wealth management. Our aim is to make these annual awards one of the brightest, and keenly contested highlights in the wealth management calendar.”
Winners will be announced at a gala awards dinner, which will be held in London on 11 April at The Guildhall.
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NOTES TO EDITORS
1. About Xpedition Ltd
At Xpedition we guide your path to growth through the implementation of intelligent cloud-based business applications. We help Wealth Management clients understand how technology can empower their business in real terms, and we deliver.
Previously known as TouchstoneCRM, we offer so much more than CRM and business software. We deliver real business value through expert consultancy. We’re known for our questioning nature and for challenging the status quo.
We succeed when you succeed, inspiring clients with insight led guidance.
Our market leading expertise and industry knowledge will help your business to reach its goals. We understand your industry. Our experts are passionate about sharing their knowledge, revitalising client experiences and improving operational efficiency.
2. About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.
London based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan‐global thought‐leadership events programme.
With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest‐growing media groups serving the financial services sector.