Next Generation Financial CRM Services solutions

The world’s leading financial services firms use NexJ’s next generation Financial CRM solutions to drive organic revenue through referrals, attract and retain advisors, attract new clients, drive customer loyalty and increase assets under management.

NexJ’s innovative Financial CRM solutions transform customer information from a transaction- or account-based view to a people-centered view so financial services firms can better sell to and service their customers and drive cross-bank initiatives.

NexJ’s enterprise CRM software was designed to address the specific needs of financial services markets including:

Wells Fargo: Customer Success Story

Learn why Wells Fargo Advisors selected NexJ Systems after an extensive due diligence process comparing all the leading enterprise CRM vendors to deliver on their vision.

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Wells Fargo Advisors Case Study
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  • Video | Financial Services

    NexJ KYC Workflow and Approval

    In recent years top-tier financial institutions have been fined by regulators for lack of governance and diligence in the Know Your Client and Anti-Money Laundering processes. NexJ’s KYC Workflow and Approval solution allows firms to respond rapidly to changing market […]

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  • Video | Financial Services

    Integrated Advisor Desktop for Wealth Management

    Learn how wealth management firms are using NexJ to attract and retain advisors…

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  • Brochure | Financial Services, Insurance

    NexJ Integrated Lead Management

    Learn how Financial Services and Insurance firms are using NexJ to drive growth through Integrated Lead Management

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