NexJ’s Dynamic, Flexible, and Centralized Security Model

With the move towards open systems, security is more important than ever to the financial services industry – an industry where security has always been important. The increasing popularity of internet banking and mobile access are paired with increasing regulation and scrutiny. This means both more possibility for issues and more consequences when issues arise.

British Airways Just Learned A Lesson That Financial Institutions Figured Out A Long Time Ago

Financial institutions have long recognized that the desire of consumers to access valuable data on mobile devices and the increase in popularity of cloud technologies leads to all kinds of challenges. The threat landscape now includes increasingly sophisticated cyber-attacks.

Invested Users: Best Practices of Maximizing User Adoption, Part 3

Technology has the ability to make our jobs less time consuming and more efficient, and with high user adoption rates your users can be finding new ways to leverage that technology. They can come up with good questions about the system’s functionality and good ways to incorporate the capabilities of your CRM product into their daily lives or good ways to leverage the CRM product to make their jobs easier overall.

financial-advisors-gain-2-hours

Invested Users: Best Practices of Maximizing User Adoption, Part 2

In my last blog, I discussed NexJ’s first three best practices of user adoption, and why developing, analyzing, and aligning are crucial steps in the process of engaging your users with your CRM. Today, I’d like to discuss the next three of the 9 best practices for user adoption, which are planning, partnering, and encouraging.

Business Changes Fast

Invested Users: Best Practices of Maximizing User Adoption

It’s common knowledge that user adoption is necessary to the success of a change in a company’s software and key to appropriately leveraging your technology investments. Poor user adoption is one of the most common reasons software launches fail. When your users aren’t using all the features of a CRM, they’re not getting the benefits of it, and neither are your clients.

Wealth Management CRM Sofware

Next Best Decision Models

Extending Next Best Action to customer service seems a natural progression, considering the service representative is already engaged with the customer, and presuming the interaction went well, means extending the dialog with an appropriate offer. But how do we extend this to optimizing interactions at the point of service dispensation?