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

XCelent CRM Platforms: North America Wealth Management Edition

NexJ CRM for Wealth Management on IBM Cloud for Financial Services

Deepen Customer Relationships with Personalized Content

Here’s How Successful Wealth Managers Stay Ahead Of The Curve

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

Demo | CRM for Wealth Management & Nudge-AI Inform

COVID-19: Challenges and Opportunities in Wealth Management

Using AI-Powered Digital Engagement Deepens Customer Relationships

How Collaboration Can Make a World of Difference to Financial Institutions

The Challenge of Attracting Talent While Retaining Advisors