| Home | | Financial Services | | NexJ Contact for Finance | | Integrated Advisor Desktop | | Services & Support | | Industry Solutions | | Customers | | Partners | | Financial Services News | | Briefing & Demonstration Center | | Insurance | | eHealth | | Technology | | About NexJ | | Contact |
News
|
Friday, April 23, 2010 NexJ Systems Secures $22.5 Million in Private Financing NexJ Systems Inc., a leading provider of innovative customer-centered enterprise solutions for the finance, insurance, and health care industries, today announced that they have secured $ 22.5 million in private financing through a syndicate of underwriters including GMP Securities L.P., Canaccord Adams Inc, and Wellington West. More
|
Monday, November 23, 2009 ATB Investor Services Selects NexJ Systems’ CRM Solution for their Financial Advisors NexJ Systems Inc., a leading provider of innovative, customer-centric enterprise solutions for the financial services and insurance industries, today announced that ATB Investor Services has selected NexJ Contact for Finance as the customer relationship management (CRM) solution for its investment and wealth management business practices. ATB Investor Services is the operating tradename for the investment services subsidiaries of ATB Financial, the largest Alberta-based financial institution with assets of $27.2 billion. More
|
Monday, October 05, 2009 Wells Fargo Advisors Goes Live for over 20,000 Users with NexJ Systems’ innovative CRM Solution NexJ Systems Inc., a leading provider of customer-centric enterprise solutions for the financial services and insurance industries, today announced that Wells Fargo Advisors (formerly Wachovia Securities), a non-bank affiliate of Wells Fargo & Company, has gone live with NexJ Contact for Finance, serving over 20,000 users. More
|
Friday, September 18, 2009 NexJ Systems Demonstrates Sub-Second Response Time and Superior Scalability for CRM NexJ Contact for Finance delivers impressive statistics when processing workload of over 65,000 concurrent users in IBM performance lab. More
|
|
|
 
|
Integrated Advisor Desktop
Financial Services firms can use NexJ Contact for Finance to seamlessly integrate NexJ’s best-of-breed CRM functionality with existing applications and data to provide their users with an integrated advisor desktop solution.
Click to view the Integrated Advisor Desktop Solution Map
Industry leading firms use NexJ's integrated advisor desktop to:
-
Drive business integration priorities
-
Lower costs through synergies
-
Combine and mine customer data
-
Retain financial advisors and customers
-
Leverage back-office systems integration
-
Deliver a comprehensive, aggregated view of financial accounts and holdings at the customer and household-level
-
Integrate to multiple disparate data sources including existing customer masters without duplicating or moving data
-
Enable an evolutionary approach to upgrading back-office systems with minimal disruption
-
Enable cross-functional, integrated workflows
-
Enable heterogeneous searching across client profile and financial data
-
Streamline workflows such as New Account Opening or Client Reviews, through context and data passing across systems
-
Drive cross-sell opportunities for other products and services
Learn More:
|