Resource Archives


NexJ Best Practices for Data Migration


Under Three Minutes: Unlocking the Power of the Client Hierarchy


Analysing Security: Are Financial Institutions Covered?


Under Three Minutes with NexJ – ROI with NexJ


Nucleus Research Study – ROI With NexJ


Human Inspired, AI Driven – NexJ Intelligent Customer Management


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


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


CELENT Report: Actionable Insights for Financial Advisors


Collaborate Using NexJ on Symphony


What is the Opportunity for Machine Learning in CRM and What Benefit Does it Bring to an Organization?


CELENT Report: 2018 CRM Solutions for Banking


Invested Users: How to Maximize User Adoption


An Interview With Matthew Broadhead


NexJ Recently Named a Representative Provider of Wealth Management FOS and MBOSs.


Celent Report: The Next Generation Desktop. Reigniting Advice Delivery


NexJ Recently Named the Top CRM for Wealth Management


CELENT Report: The Next Generation Desktop. Reigniting Advice Delivery


Digital Engagement


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


The Sales, Trading, & Research Division of a Global Bank