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