NexJ Systems is Best CRM for Wealth Management

A wealth management focus enables NexJ to deliver intelligent capabilities that help the worlds top firms grow assets under management  

Toronto, ON (June 13, 2018)NexJ Systems Inc. (TSX: NXJ), a provider of intelligent customer management software to the financial services industry, announced today that Celent, a division of Oliver Wyman, has awarded NexJ top honours in its rankings of CRM technology vendors for wealth management in both the North American and European markets.

“NexJ Systems is solely focused on the financial services industry and therefore has strong expertise in wealth management. This is further supported by positive client feedback and its deployments with some of the largest wealth managers.” (Ashley Globerman, XCelent Awards 2018, Ranking the CRM Vendors For Wealth Management, An Overview of the European Market, Celent, April 2018.) Click here to download a free copy.

NexJ was named the overall winner of the XCelent award for Functionality, Service and Client Base in the North American ranking and overall winner for Functionality and Service in the European ranking.

“This recognition is extremely gratifying,” said Paul O’Donnell, President and CEO of NexJ Systems, “From our very first day we set our sights on delivering best-in-class CRM for wealth management. The industry is receptive to our vision, world-class technology, and breadth of functionality and our continuous innovation fosters our long-standing relationships with the world’s leading wealth management firms.”

In the reports, author Ashley Globerman reviews key trends impacting wealth management CRM and evaluates leading vendors serving the European and North American markets. Globerman notes that, “NexJ is one of the industry leaders for its implementation and application of AI (i.e. NLG, chatbots, etc.) across its platform, as well as its digital engagement features, including NexJ Publish, NexJ Prospect, and NexJ Insights.” (Ashley Globerman, XCelent Awards 2018, Ranking the CRM Vendors For Wealth Management, An Overview of the North American Market, Celent, May 2018) Click here to download a free copy.

As a niche provider of CRM for wealth management, NexJ is keenly focused on addressing the needs of advisors by delivering best-in-class functionality and integrating key systems and data. This commitment was apparent to Globerman, who noted that our product development strategy aligns with three major market trends and business needs, namely:

  • Industry-specific capabilities that support the entire financial services client lifecycle
  • Business process automation that automates and embeds best practices in workflows
  • A superior user experience platform that improves productivity and service personalization

“NexJ continually enhances our intelligent customer management software with AI and wealth management-specific functionality so advisors can maximize productivity, easily personalize service at scale, and capture a greater share of wallet,” says Paul DeVriendt, Senior Vice President of Products at NexJ Systems.

Click here to read the North American version of Celent’s report, Ranking of CRM Technology Vendors for Wealth Management and here to read the European version. For more information about NexJ’s integrated desktop solutions, please visit or email

About NexJ Systems Inc.

NexJ Systems is a provider of Intelligent Customer Management software for the financial services industry. The Intelligent Customer Management suite is comprised of NexJ’s award winning-products that use artificial intelligence to optimize customer management and increase advisor productivity, and cognitive applications that use machine learning to recommend the right actions to work smarter and faster.

Based in Toronto, NexJ has clients throughout North America, Asia Pacific and in Europe. For more information about NexJ visit, e-mail, or call 416-222-5611. Join us on LinkedIn, follow us on Twitter, subscribe to our YouTube channel, like us on Facebook or hang out with us on Google+.

NexJ Forward-looking Statement

Certain statements in this press release may contain words considered forward-looking statements or information under applicable securities laws. These statements are based on NexJ’s current expectations, estimates, forecasts and projections about the operating environment, economies and markets in which the company operates. These statements are subject to important assumptions, risks and uncertainties that are difficult to predict, and the actual outcome may be materially different. NexJ’s assumptions, although considered reasonable by the company at the date of this press release, may prove to be inaccurate and consequently its actual results could differ materially from the expectations set out herein. For additional information with respect to risks and other factors which could occur, see NexJ’s securities filings with the OSC and other securities regulators. NexJ securities filings are available on Unless otherwise required by applicable securities laws, NexJ disclaims any intention or obligations to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

For more information:
Matthew Bogart
Vice President, Marketing
NexJ Systems Inc.