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 products 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.

Key Companies who are Driving their Businesses
Forward via our CRM Products

  • 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 6 industry-specific CRM products, is 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 CRM

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

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Recognized by Industry Experts

“NexJ awarded top honours in rankings of CRM technology vendors for wealth management in both the North American and European markets.”
“NexJ has deep financial services functionality.”
“NexJ is recognized as expert for industry-specific CRM.”
“NexJ’s CRM is Tops for Functionality & Technology”
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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!