The NexJ Resource Center is where you will find third party research, webinars, case studies, white papers and brochures that provide greater insight in to the advantages of our solutions.
Videos
Industry Analyst Reports
- CRM for Wealth Management: Approaching Total Practice Management
- Forrester Research Report on CRM Solutions for Finance and Insurance
- NexJ Perspective by SMA Customer Centric Insurer
Webinars
- An Integrated Advisor Workflow for Wealth Management
- Attracting and Retaining Financial Advisors: Integration Strategies to Drive Business Growth
- Capitalize on Cross-Sell Opportunities across Customer Channels
- Client Onboarding: Making the Most of a First Impression
- CRM Integration Strategies to Increase Financial Advisor Satisfaction and Drive Growth
- Curing Customer Relationship Chaos: Integrating Desktop Applications to Smooth Sales and Service
- Customer Acquisition and Management in the Age of Dodd-Frank
- Customer Churn: Implementing Better Retention Strategies for Big Revenue Impact
- Customer First: Deepen Relationships and Grow Revenue with Integrated CRM
- Multi-Channel Strategies to Retain Customers & Increase Market Share
- NexJ Health Coaching in Action
- Next Generation HIE
- Public Cloud vs. Private Cloud: Which is Best for Your Wealth Management Organization?
- The Future of Wealth Management: Social Media
- The Integrated Advisor Desktop
- The Integrated Agent Desktop
- Three-Part Harmony: Creating One Office, Front to Back
- Today’s Wealth Manager: Integrating CRM to Improve Customer Service
Case Studies
- NexJ and Saskatchewan Cancer Agency Case Study
- NexJ Mobile Health Coaching for Chronic Disease Management Case Study
- Wells Fargo
White Papers
- Integrated Client Onboarding – Turning Obligation Into Opportunity
- Modernize and Integrate to Attract and Retain for Finance White Paper
- NexJ Disease Screening White Paper
- NexJ Mobile Health Coaching White Paper
- NexJ Provider Credentialing White Paper
- NexJ Technical Architecture White Paper
- NexJ Wellness and Disease Management White Paper
- Next Generation CRM for Insurance Whitepaper
Brochures
- About NexJ Systems Inc. Brochure
- Attract and Retain Advisors: Integration Strategies for Financial Services eBook
- Multi Channel Strategies for Insurance eBook
- NexJ Application Framework Brochure
- NexJ Disease Screening Brochure
- NexJ Health Exchange Brochure
- NexJ Insurance Overview Brochure
- NexJ Integrated Account Opening
- NexJ Provider Credentialing Brochure
- NexJ Wellness and Disease Management Brochure
