NexJ Systems partners with Symphony to offer corporate banks and wealth managers an advanced collaboration platform

Powerful messaging system integrated with leading CRM application allows corporate banking firms and wealth managers to better engage on accounts

Toronto, ON (October 3, 2018)NexJ Systems Inc. (TSX: NXJ), a provider of intelligent customer management software to the financial services industry, announces a partnership with the cloud-based secure team collaboration platform Symphony Communication Services, LLC to offer a product that allows corporate banks to engage with colleagues and clients in new and exciting ways. The integrated solution will be on display at Symphony Innovate 2018.

Symphony was founded in 2014 by a consortium of 15 financial institutions, and has evolved into a powerful integrated messaging platform that offers its clients the ability to quickly and easily build chatbots that connect to other client ecosystem components and trading platforms.

The collaboration with NexJ Systems enables communication with internal and external teams, allows for secure sharing of documents and content, and facilitates meetings with conferencing and screen sharing. Symphony’s open APIs allow for the streamlining and automation of workflows and has been effectively leveraged by NexJ Systems to transform the way users in capital markets and corporate banking communicate effectively and securely with a single workflow application.

“Together, NexJ CRM and Symphony combine to be a powerful productivity tool. Corporate banking firms can leverage Symphony’s powerful messaging capabilities alongside NexJ’s award-winning Intelligent Customer Management software to enhance communication between colleagues and clients thereby improving the customer experience,” says Matthew Bogart, Vice President of Marketing at NexJ Systems Inc.

NexJ CRM integrated with Symphony allows users to see rolled up client revenue from CRM with seamless access to NexJ’s CRM applications and connected information inside Symphony such as client profiles and relationship hierarchies. It also allows users to take advantage of market-leading CRM functionality built specifically for markets and banking, build deep relationships with colleagues, leverage all aspects of NexJ CRM and benefit from an integrated collaboration and client engagement platform on the desktop as well as mobile.

There are also specific advantages in wealth management, as the platform enables financial advisors to offer higher-value added services to scale their business. This can be done by leveraging customized bots to drive advisor efficiency. “Chatbots can also be used to provide real-time performance and planning insights to advisors, depending on future integrations with financial planning software,” says Kelley Byrnes, Senior Analyst at research and advisory firm Celent.

“We are excited to offer the NexJ app to our growing community of users. NexJ is a great fit with Symphony because it offers our customers a seamless platform and world-class user experience. It is a partnership with the potential to change how our clients across capital markets and corporate banking engage with their customers,” says Jonathan Williams, Global Head of Partners at Symphony.

Here are some of the other benefits offered by the platform:

  • Routine tasks can be made fast and easy.
  • Meetings can be booked using NexJ Systems natural language chatbot.
  • Call lists can be built and client profile information accessed for a quick view.
  • Augmentation capabilities allow chatbots to relay real-time intelligence.
  • Events in roadshows can be viewed and free bookings made by a chat assistant.
  • Users get access to Symphony’s Trusted Global Directory.
  • Complex data security and regulatory compliance needs are met by data-sharing in journals.
  • Chats can be leveraged with integrated drag-and-drop document sharing and screen sharing.

Click here to view a demo video of the integrated solution or here to read more about how capital markets and corporate banks can connect, collaborate, and deliver results to internal and external teams through the Symphony integration to NexJ CRM. For more information, 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+.

About Symphony

Symphony transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams, and organizations of all sizes improve productivity while meeting complex data security and regulatory compliance needs. Symphony was founded in October 2014 and is headquartered in Palo Alto, CA, with offices in New York, Hong Kong, Singapore, Paris, Tokyo, Stockholm, Sophia-Antipolis, and London.

For more information, visit and connect with Symphony on Twitter, Facebook, and LinkedIn.

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