Resource Archives


Do your advisors love their tools? RBC’s advisors do!


The Advisor Dashboard


The Integrated Advisor Desktop


IAD at The Canadian AdvisorTech Expo


Deepen Customer Relationships with Personalized Content


Here’s How Successful Wealth Managers Stay Ahead Of The Curve


Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity


Demo | CRM for Wealth Management & Nudge-AI Inform


Under Three Minutes: The Power of Partnerships


Under Three Minutes: Understanding Customer Experience Expectations


Comprehensive Customer View for Commercial and Corporate Banking


Comprehensive Customer View for Wealth Management and Private Banking


Under Three Minutes: A Pragmatic Approach to AI


Under Three Minutes: The Desirability of Decent Documentation


Under Three Minutes: The Opportunity of Open Banking


Under Three Minutes: The State of Next Best Action


Under Three Minutes: Unlocking the Power of the Client Hierarchy


Under Three Minutes: Vertical CRM and You


Under Three Minutes with NexJ – ROI with NexJ


Human Inspired, AI Driven – NexJ Intelligent Customer Management