Video Archives — https://www.nexj.com/blog/resources/video/ Tue, 23 Aug 2022 17:20:38 +0000 en-CA hourly 1 Do your advisors love their tools? RBC’s advisors do! https://www.nexj.com/blog/resource-center/do-your-advisors-love-their-tools-rbcs-advisors-do/ Tue, 23 Aug 2022 17:20:38 +0000 https://www.nexj.com/?post_type=resource&p=8247 In 2011, RBC chose NexJ to provide a single solution that brings together best-of-breed applications and combines client data from existing front, middle, and back-office systems. Essentially an integrated advisor desktop. 10 years after the first implementation, the relationship is still growing strong. Continue Reading Do your advisors love their tools? RBC’s advisors do!

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]]> The Advisor Dashboard https://www.nexj.com/blog/resource-center/the-advisor-dashboard/ Tue, 26 Jul 2022 18:05:55 +0000 https://www.nexj.com/?post_type=resource&p=8231 Enable advisors to manage their day with information from across their book of business including all integrated systems such as portfolio management, financial planning, and book of record. Continue Reading The Advisor Dashboard

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]]> The Integrated Advisor Desktop https://www.nexj.com/blog/resource-center/the-integrated-advisor-desktop/ Tue, 26 Jul 2022 18:02:49 +0000 https://www.nexj.com/?post_type=resource&p=8230  

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]]> IAD at The Canadian AdvisorTech Expo https://www.nexj.com/blog/resource-center/iad-at-the-canadian-advisortech-expo/ Wed, 27 Apr 2022 15:18:06 +0000 https://www.nexj.com/?post_type=resource&p=8177  

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]]> Private Cloud https://www.nexj.com/blog/resource-center/private-cloud/ Mon, 26 Jul 2021 16:49:52 +0000 https://www.nexj.com/?post_type=resource&p=8101  

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]]> Deepen Customer Relationships with Personalized Content https://www.nexj.com/blog/resource-center/deepen-customer-relationships-with-personalized-content/ Mon, 14 Jun 2021 13:38:55 +0000 https://www.nexj.com/?post_type=resource&p=8091 A digital assistant that helps advisors engage with clients using content tailored to their clients’ interests. Continue Reading Deepen Customer Relationships with Personalized Content

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]]> Here’s How Successful Wealth Managers Stay Ahead Of The Curve https://www.nexj.com/blog/resource-center/heres-how-successful-wealth-managers-stay-ahead-of-the-curve/ Thu, 04 Mar 2021 21:16:04 +0000 https://www.nexj.com/?post_type=resource&p=8084  

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]]> Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity https://www.nexj.com/blog/resource-center/using-crm-as-the-core-of-an-advisor-workstation-delivered-at-finlocity/ Wed, 28 Oct 2020 20:08:02 +0000 https://www.nexj.com/?post_type=resource&p=8017 Learn why CRM has to be at the core of any successful Advisor Workstations. Continue Reading Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity

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]]> Demo | CRM for Wealth Management & Nudge-AI Inform https://www.nexj.com/blog/resource-center/demo-wealth-management-crm-and-nudge-ai-inform/ Mon, 06 Jul 2020 17:33:56 +0000 https://www.nexj.com/?post_type=resource&p=8001 NexJ is offering to help wealth advisors pro-actively engage and connect better with clients for free. Connect with clients and build stronger relationships by engaging pro-actively and creating personalized interactions focused on primary interests and household goals. Continue Reading Demo | CRM for Wealth Management & Nudge-AI Inform

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]]> Under Three Minutes: The Power of Partnerships https://www.nexj.com/blog/resource-center/under-three-minutes-the-power-of-partnerships/ Mon, 29 Jul 2019 18:25:36 +0000 https://www.nexj.com/?post_type=resource&p=7662 Back again with another Under Three Minutes, and this time we sit down with Vlad Hachinski, VP of Partnership Success, and discuss the increasing focus for financial institutions to forge partnerships outside the firm. Continue Reading Under Three Minutes: The Power of Partnerships

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]]> Under Three Minutes: Understanding Customer Experience Expectations https://www.nexj.com/blog/resource-center/under-three-minutes-understanding-customer-experience-expectations/ Thu, 11 Jul 2019 20:48:29 +0000 https://www.nexj.com/?post_type=resource&p=7598 Director of Product, Pat Sathiensamrit, drops by to discuss the evolving nature of the customer experience and how Facebook, Apple, Amazon, Netflix, and Google are shaping customer expectations for financial services. Continue Reading Under Three Minutes: Understanding Customer Experience Expectations

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]]> Comprehensive Customer View for Commercial and Corporate Banking https://www.nexj.com/blog/resource-center/comprehensive-customer-view-for-commercial-and-corporate-banking/ Fri, 14 Jun 2019 19:23:46 +0000 https://www.nexj.com/?post_type=resource&p=7349  

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]]> Comprehensive Customer View for Wealth Management and Private Banking https://www.nexj.com/blog/resource-center/comprehensive-customer-view-for-wealth-management-and-private-banking/ Thu, 25 Apr 2019 16:28:20 +0000 https://www.nexj.com/?post_type=resource&p=7267 NexJ's Comprehensive Customer View - A 360° view, for whatever comes your firm’s way. Continue Reading Comprehensive Customer View for Wealth Management and Private Banking

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]]> Under Three Minutes: A Pragmatic Approach to AI https://www.nexj.com/blog/resource-center/under-three-minutes-a-pragmatic-approach-to-ai/ Fri, 05 Apr 2019 16:47:18 +0000 https://www.nexj.com/?post_type=resource&p=7192 We’re back again with another Under Three Minutes, and this time we sit down with Adam Edmonds, VP of Products at NexJ to explore the pragmatic approach NexJ takes to implementing AI in financial firms and why it might just be the most sensible solution available. Continue Reading Under Three Minutes: A Pragmatic Approach to AI

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]]> Under Three Minutes: The Desirability of Decent Documentation https://www.nexj.com/blog/resource-center/under-three-minutes-the-desirability-of-decent-documentation/ Mon, 18 Mar 2019 21:25:33 +0000 https://www.nexj.com/?post_type=resource&p=7191 Jason Silzer, Head of Documentation, stops by to chat about NexJ’s unique approach to documentation. Continue Reading Under Three Minutes: The Desirability of Decent Documentation

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]]> Under Three Minutes: The Opportunity of Open Banking https://www.nexj.com/blog/resource-center/under-three-minutes-the-opportunity-of-open-banking/ Fri, 08 Mar 2019 21:06:30 +0000 https://www.nexj.com/?post_type=resource&p=7144 Andrew Cant, VP of Financial Solutions, discusses Open Banking, its present and potential implications, and its impact on the industry. Continue Reading Under Three Minutes: The Opportunity of Open Banking

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]]> Under Three Minutes: The State of Next Best Action https://www.nexj.com/blog/resource-center/under-three-minutes-the-state-of-next-best-action/ Tue, 08 Jan 2019 17:40:13 +0000 https://www.nexj.com/?post_type=resource&p=4491 The post Under Three Minutes: The State of Next Best Action appeared first on NexJ Systems.

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]]> Under Three Minutes: Unlocking the Power of the Client Hierarchy https://www.nexj.com/blog/resource-center/under-three-minutes-unlocking-the-power-of-the-client-hierarchy/ Tue, 11 Dec 2018 19:16:05 +0000 https://www.nexj.com/?post_type=resource&p=4478  

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]]> Under Three Minutes: Vertical CRM and You https://www.nexj.com/blog/resource-center/under-three-minutes-vertical-crm-and-you/ Fri, 02 Nov 2018 18:20:02 +0000 https://www.nexj.com/?post_type=resource&p=4442 In our latest Under Three Minutes we discuss the emerging trend of vertical specific CRM and why it’s the next step in CRM’s evolution. Continue Reading Under Three Minutes: Vertical CRM and You

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]]> Under Three Minutes with NexJ – ROI with NexJ https://www.nexj.com/blog/resource-center/under-three-minutes-with-nexj-roi-with-nexj/ Mon, 10 Sep 2018 19:53:43 +0000 http://www.nexj.com/?post_type=resource&p=4217 In our latest “Under Three Minutes” we explore the ROI that NexJ brought to a global financial firm with Matt Bogart, VP of Marketing. Is your firm ready to replace your aging Siebel system? Continue Reading Under Three Minutes with NexJ – ROI with NexJ

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]]> Human Inspired, AI Driven – NexJ Intelligent Customer Management https://www.nexj.com/blog/resource-center/human-inspired-ai-driven-nexj-intelligent-customer-management/ Wed, 01 Aug 2018 20:33:41 +0000 http://www.nexj.com/?post_type=resource&p=4120 Paul O’Donnell, President and CEO of NexJ Systems, sat down to discuss the impact of NexJ’s Intelligent Customer Management products on the increasingly complex landscape of financial services firms. Continue Reading Human Inspired, AI Driven – NexJ Intelligent Customer Management

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