In this eBook, we will dig into the needs of advisors and how NexJ’s IAD is designed to make advisors more efficient and successful, which in turn is the foundation of a firm’s success. We will then dig into the structure and use of NexJ’s IAD, with a closer look at each of the different dashboards that comprise our full IAD solution.

Finally, we will look at some of NexJ’s successes in deploying and supporting IADs for top financial services firms.

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Download this brochure to learn how NexJ’s Integrated Advisor Desktop allows advisors to create a single point of truth across company-wide sources and eliminates duplicate data entry while ensuring that context is passed between applications.

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Throughout our conversation, we discussed the future of advisor efficiency, the current state of next best action, and how firms can implement tools to help advisors be at the top of their game.

This webinar, you will have access to the following recordings:

1. What is driving the need to invest in solutions that improve the efficiency and productivity of a financial advisor?
2. How should firms address the need for an advisor experience that optimizes performance?
3. What are you seeing firms adopt to augment the advisors ability to manage their book of business, are there new technologies available?
4. Why have innovative new technologies like Next Best Action not been broadly adopted?

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Throughout our conversation, we discussed the future of advisor efficiency, the current state of next best action, and how firms can implement tools to help advisors be at the top of their game.

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Firms can have CRM on a cloud platform that enables innovation and delivers new, more personalized customer experiences while managing stringent industry regulations for sensitive data and complex workloads.

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NexJ’s products increasingly address a genuine need thrown up by the pandemic. Advisors need to interact with clients more efficiently when faced with questions or doubts. There is also the potential for unnecessary risk-taking or poor financial decisions. This document discusses three ways in which NexJ solutions help advisors deepen customer engagement in these challenging times.

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This is where an Integrated Advisor Workstation can make all the difference by offering a unified view of all customer information. NexJ’s Comprehensive Customer View provides advisors with a 360° view of their contacts, in an easy-to-view and navigable format.

This allows advisors to create a single point of truth by consolidating information across company-wide sources, which is then shared across all lines of business. Another advantage is the seamless integration between advisor tools that eliminates duplicate data entry while ensuring that context is passed between applications.

Today, more and more wealth management firms acknowledge that advisors prefer workstations with CRM at the core.

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In this report excerpt, Aite Group analysts identify a range of near-term challenges and opportunities for FIs in Wealth Management. This report also provides analysts’ recommendations to FIs and their vendors.

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In both social and digital engagement, content is currency. Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners.

Currently, front office workers must choose from all purpose, cookie-cutter content or spend valuable time searching for more tailored content. In financial services, the challenge is even greater, as restrictive regulations make the task next to impossible. The result? Many advisors and bankers just give up.

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Our client-centric dashboards summarize business-critical KPIs and trends, and transform this data into actionable insights. They allow private banks to understand their firms’ health at a glance across several metrics.

Private Banking dashboards include:

• Campaigns
• Activities
• Opportunities
• Pipeline
• Management

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This eGuide discusses how our commercial banking product can help bankers build relationships, save time, and increase revenue.

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