Resource Archives

The Integrated Advisor Desktop: Optimizing the Advisor Experience

Do your advisors love their tools? RBC’s advisors do!

The Advisor Dashboard

The Integrated Advisor Desktop

Integrated Advisor Desktop

Improving the Advisor Experience

IAD at The Canadian AdvisorTech Expo

Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems

NexJ CRM for Wealth Management on IBM Cloud for Financial Services

Customer Engagement And Business Profitability

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 Private Banking Dashboards

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

Under Three Minutes: Understanding Customer Experience Expectations

Attract & Retain Advisors – Integration Strategies to Drive Business Growth

NexJ Systems Single & Multi-tenancy Overview