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