Blog Category: Customer Experience

Unusual Times Call For Solutions That Can Help Build Customer Trust

Here’s How Leveraging Client Information Can Help You Become The Banker of Choice

We Believe That If You Want Customers To Stay Customers, You Need To Make Them Successful!

If Your CRM Is Smarter Than Ever Before, You Can Thank Artificial Intelligence

What, Where & How: A Glossary Of Terms Related To Artificial Intelligence, Machine Learning and Deep Learning

Do You Really Know Your Customers Or Is Your CRM Showing You Just The Tip Of The Iceberg?

Smart Wealth Managers Service Households, Not Individuals. Here’s How Technology Helps

Next Best Action: Smarter, Faster, And Really, Really Good For Business

Are You Ready For Open Banking? Because You Really, Really Should Be

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

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

Invested Users: Best Practices of Maximizing User Adoption

Next Best Decision Models

NexJ: Delivering Industry Leading CRM

The Great Wealth Transfer

Disruption in Motion: Chief Data & Analytics Officer Financial Conference 2018

AI in Financial Services: Work Faster, Better, and Smarter Today.

Intelligent Customer Management – The Untapped Value of AI in Wealth Management.

Beyond Sales Force Automation

Deciphering Vendor Speak, Part 3: ‘Increase Productivity’

Thoughts from Digital Integration in Wealth Management 2018