Industry Analyst Reports Archives —

XCelent CRM Platforms: North America Wealth Management Edition

NexJ Systems Inc. — Mon, 16 Aug 2021 17:34:07 +0000

This report examines the leading vendors in the North American CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons, rankings, and a detailed look at NexJs proactive CRM platform for wealth management advisors and FIs.

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Nucleus Research Study – ROI With NexJ

NexJ Systems Inc. — Thu, 02 Aug 2018 21:29:59 +0000

In this report, Nucleus discusses the advantages that a leading financial institution gained while replacing an aging Oracle Seibel system with NexJ CRM. Continue Reading Nucleus Research Study – ROI With NexJ

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CELENT Report: Ranking the CRM Technology Vendors for Wealth Management – European Market

NexJ Systems Inc. — Fri, 08 Jun 2018 18:01:41 +0000

This report examines the leading vendors in the European CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings. The following vendors are included in this report: CRMNEXT, NexJ Systems, Temenos, and Pegasystems. Other vendors present in the European wealth management platform market include: enSynergy, Oracle, Redtail Technology, Salesforce, and Satuit Technologies, WealthDynamix, and Xpedition (formerly Touchstone CRM), but they did not participate in the study.

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CELENT Report: Ranking the CRM Vendors for Wealth Management – North American Market

NexJ Systems Inc. — Fri, 08 Jun 2018 17:11:36 +0000

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.

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).

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.

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CELENT Report: Actionable Insights for Financial Advisors

NexJ Systems Inc. — Wed, 06 Jun 2018 18:26:26 +0000

Wealth managers are interested in delivering best-of-breed technology to their financial advisors (FAs). In this report, Celent explores how a leading Canadian bank and the Wealth Management Americas division of a global financial services firm are working with the Canadian CRM provider NexJ to deliver next best interactions to advisors, bankers, and representatives. Continue Reading CELENT Report: Actionable Insights for Financial Advisors

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CELENT Report: 2018 CRM Solutions for Banking

NexJ Systems Inc. — Sat, 27 Jan 2018 15:21:48 +0000

This report provides an overview of the CRM systems available for banks. The report profiles 11 solutions providing an overview of the functionality, customer base, lines of business supported, technology, implementation, pricing, and support.

The vendors included are: Acidaes Solutions, Addaccion, Backstop, Big Brain Works, CRM Software, Digiterre, Ensynergy, Ivanti, Nexj Systems Inc., Objectway S.p.A., and Soluciones Tecnologicas de la Informacion.

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CELENT Report: The Next Generation Desktop. Reigniting Advice Delivery

NexJ Systems Inc. — Thu, 06 Jul 2017 15:45:39 +0000

Today’s advisor desktop is a device-agnostic hub for all advisor-related activity, matching functional breadth with deep integration. This report discusses the relative merits of traditional desktop providers, as well as strategic options like NexJ’s CRM-centric integrated desktop portal. Continue Reading CELENT Report: The Next Generation Desktop. Reigniting Advice Delivery

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Aité Reports on Next-Era Wealth Management CRM: Technologies to Acquire and Engage

NexJ Systems Inc. — Thu, 08 Jun 2017 16:55:06 +0000

Many wealth management firms are replacing existing CRM or improving functionality to increase productivity, enable book-building, deepen client relationships, and enhance the user experience. Read why NexJ came out on top for functionality as well as technology.

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Forrester Research: Vendor Landscape: The Growing Demand For Vertical CRM Solutions

NexJ Systems Inc. — Fri, 16 Sep 2016 15:49:46 +0000

Generic CRM solutions abound but only vertical-specific CRM delivers the industry-specific best practices, business model, and workflows that increase productivity, drive sales, and improve service. In this Vendor Landscape report, Kate Leggett of Forrester Research explores the growing demand for vertical CRM solutions.

Learn how vertical CRM solutions help firms:

Leverage industry-specific best practices
Focus technology management resources on innovation and differentiation
Decrease time-to-value

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Forrester Research – Market Overview: Enterprise Sales Force Automation Solutions

NexJ Systems Inc. — Sat, 07 Nov 2015 17:33:33 +0000

This report helps firms evaluate software solutions that use integration, access to the right content at the right time, real-time customer insights, and ease of navigation to improve the effectiveness of sales teams. The report helps firms determine the best solution to increase their sales force’s productivity and drive revenues based on the following criteria:

Simple or complex selling needs
Standalone SFA vs. full CRM suite
On-premise, SaaS, or partner-hosted solution
The size and location of the sales force

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NexJ Perspective by SMA: The Customer-Centric Insurer: Realizing the Full Potential of Customer Relationships

NexJ Systems Inc. — Sat, 07 Nov 2015 16:56:51 +0000

Insurance companies fully understand the importance of customer relationships. The products, services, channels, systems, and experienced people all exist to attract and retain desired customers. Despite this obvious fact and many years of efforts aimed at creating customer-focused operations, many insurers are still fundamentally policy-centric or product-centric. Being a customer-centric organization involves more than an emphasis program, a company-wide campaign, or even a system. It requires a business model that has been designed with the customer at its core.

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Aité – CRM for Wealth Management: Approaching Total Practice Management

NexJ Systems Inc. — Sat, 07 Nov 2015 16:54:59 +0000

This Aite report, CRM for Wealth Management: Approaching Total Practice Management, recognizes NexJ as best for large wealth management firms. Continue Reading Aité – CRM for Wealth Management: Approaching Total Practice Management

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Forrester Research – Trends 2015: North American Digital Insurance

NexJ Systems Inc. — Fri, 23 Oct 2015 15:52:52 +0000

Disrupt or be disrupted. That’s the challenge facing American and Canadian insurers in 2015. Customer experience expectations, their willingness to consider a growing array of new options to buy insurance, and new competitors creeping into insurance are pushing traditional insurers into new digital strategies. Insurance eBusiness teams can’t afford to wait around, but they also can’t afford to make the wrong digital decisions. This report focuses on the drivers that are shaping the insurance landscape and the actions that North American insurance digital teams must take through the remainder of 2015 as a result.

Key Takeaways:

Five forces drive digital insurance agendas in 2015
Consumers are demanding ever-better digital experiences
Digital technologies can improve each stage of the customer journey
Insurance eBusiness teams are on the frontline of digital change

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