In October 2007, Wells Fargo Advisors (formerly Wachovia Securities) acquired A.G. Edwards of St. Louis, MO creating the second largest retail brokerage firm in the United States. Wells Fargo Advisors had a critical need to migrate the A.G. Edwards advisors off their end of life platform and to augment Wells Fargo’s existing advisor platform with new customer relationship management (CRM) functionality that did not previously exist. This project was of strategic importance to the success of the merger and the growth of Wells Fargo Advisors. After an extensive due diligence process comparing all the leading enterprise CRM vendors, Wells Fargo Advisors selected NexJ Systems to deliver on their vision.
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