Winning at Customer Engagement with Dynamics 365 & AI
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
14 November 2018
The Goldsmiths Centre, London EC1M 5AD, United Kingdom
Join Celent Analyst Ashley Longabaugh at this morning briefing to see how technology can give you a competitive edge:
- Drive value from data. Learn what to do with your data to serve customers better
- Break down your data silos to get a complete view of your customers
- Data driven personalisation – build real dialogue and deliver 121 conversations at scale, providing engaging customer experiences for every customer and prospect
- Uncover the predictive insights and analytics that will inform your decision making, power your business and drive growth
- Discover the secrets that already exist in your data and learn how to act on them
- Use predictive insights and analytics to predict who is ready to buy, what to offer customers when, and what deals have the highest propensity to close
- Gain deep knowledge and understanding of customers so you can build omni-channel approaches and deliver seamless customer experiences
Join Xpedition at this Dynamics 365 AI event, to see how Sales and Marketing teams can use Microsoft Dynamics 365 Customer Engagement (CRM) and the power of AI to drive more profitable relationships through actionable insights.
Event details
Industry
Wealth Management
Format
Conference