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.

The post Customer Engagement And Business Profitability appeared first on NexJ Systems.

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.

The post Using CRM as the Core of an Advisor Workstation appeared first on NexJ Systems.

What you will take away from this infosheet.

This document discusses the benefi ts of single tenancy compared to multi-tenancy deployments.

Due to regulatory requirements, business processes, user needs, and client expectations are ever changing in the financial services world, it’s increasingly important to find a CRM that can offer all the peace of mind a financial company needs.

The post NexJ Systems Single & Multi-tenancy Overview appeared first on NexJ Systems.

This document explains NexJ’s approach to data migration, our practices, and capabilities.

The post NexJ Best Practices for Data Migration appeared first on NexJ Systems.

Under these regulations, firms must gather specific information, comply with disclosure requirements, conduct activities in accordance with defined rules, and be prepared to demonstrate their compliance. Non-compliance is penalized with large fines from regulatory bodies.

The post NexJ Systems Compliance Overview appeared first on NexJ Systems.

Security rules are enforced by the NexJ Server and are centrally defined in the Business Domain Model, so they will be consistently applied regardless of the UI or access methods being used to retrieve or manipulate data elements.

The post NexJ Systems Security Overview appeared first on NexJ Systems.

At NexJ Systems, we understand that user adoption is key to the success of any Customer Relationship Management software implementation, and that integration improves user adoption rates.

The post NexJ Systems Integration Overview appeared first on NexJ Systems.