Resource Archives

Using CRM as the Core of an Advisor Workstation

Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity

Using AI-Powered Digital Engagement Deepens Customer Relationships

NexJ CRM for Commercial Banking: Why Leading Bankers Trust Us.

How Collaboration Can Make a World of Difference to Financial Institutions

The Challenge of Attracting Talent While Retaining Advisors

Under Three Minutes: The Power of Partnerships

NexJ Systems Single & Multi-tenancy Overview

Build or Buy? The Advantages of Going With an Established CRM Solution

Comprehensive Customer View for Commercial and Corporate Banking

NexJ Lead Management

Driving Organic Growth: Identify and Capitalize on Referrals in Commercial Banking

AI, Machine Learning and Their Impact on CRM

Process Management Services

NexJ Best Practices for Data Migration

NexJ Nudge ™️

NexJ Data Bridge

Compliance With the Suitability and Appropriateness of Advice

Under Three Minutes: The State of Next Best Action

Under Three Minutes: Unlocking the Power of the Client Hierarchy