Drive Revenue, Improve Efficiency and
Boost Customer Success

Transform your organization via our deep domain expertise, strategic investment
in innovation, and strong commitment to customer success.

Experts in Financial Services
Experts in Financial Services

We are the trusted choice for CRM, Client Engagement and Integrated Desktops by global financial institutions due to our deep domain expertise, with market leaders under our roster of customers.

Experts in Integration
Experts in Integration

Our technology is built to integrate with complex back-office environments and standardized to meet the needs of mid to large sized companies.

Experts in Customer Success
Experts in Customer Success

We are committed to continuously driving customer success through strategic planning, regular touchpoints and providing dedicated Customer Success Managers.

Top tier firms trust NexJ for their success

  • Wells Fargo Advisors
  • Royal Bank of Canada
  • Credit Suisse
  • UBS
  • American Family Insurance
  • ANZ
  • Emirates NDB
  • HSBC
  • London Life

Achieve Excellence through our Intelligent Customer Management Solution

Our Intelligent Customer Management solution, comprised of financial services-specific CRM, Client Engagement Tools, and Integrated Desktops designed to: increase user productivity, optimize customer value, improve customer loyalty, deliver personalization, grow assets under management, maximize share of wallet, and drive customer success.

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Exceed Your Business Targets through our Financial Services-Specific Products

Designed to provide end-to-end scripted industry processes, our deep vertical products support and streamline business processes, drive efficiency and boost adoption rates. Our Financial-Services specific products also foster collaboration, reduce implementations costs and timelines, and help teams react to changes in your industry’s competitive landscape.

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Recognized by Industry Experts


NexJ is Tops for Functionality & Technology.

Next-Era Wealth Management: Technologies to Acquire and Engage


NexJ’s Modern Advisor Hub offers functional breadth and deep integration.

The Next Generation Desktop: Reigniting Advice Delivery

Cutter Associates

Core vendor specialized for wealth management

The Role of CRM in Wealth Mtanagement

Nucleus Research

NexJ is recognized as expert for industry-specific capabilities

Nucleus Technology Value Matrix


NexJ has deep financial services functionality

Vendor Landscape: The Growing Demand for Vertical Solutions


NexJ brings extensive domain knowledge and strong functionality to its solution for wealth management

Banker's Guide to Wealth Management Front-Office Systems

Stay on top of all things NexJ!

Check out our exciting press releases, blogs, brochures, and news and get updated on NexJ product and
company updates, industry trends and fun facts – all from our in-house experts!