Not Getting Results? Stop Using Wealth Management CRM For Corporate And Commercial Banking.

Is your module really right for you, or are you relying on the idea of one size fits all? You need to look deeper than what is stated in the brochures.

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

Relationship hierarchy for wealth management is about servicing the household, not the individual. For more information, contact NexJ Systems Inc.

CRM Advisor Desktop

Don’t use the same CRM they use for Hospitality! Use Financial Services CRM

Like many enterprises, you are likely using CRM software from one of the big vendors who create horizontal solutions (solutions designed to meet the lowest common denominator across the largest pool of customers) to maximize their reach. These solutions require expensive customizations to meet the specific needs of your firm or your industry. Customizations are also difficult to maintain and often fail to adapt to a changing demographic.

Vertical CRM: Because When Did One Size Ever Fit All?

Vertical CRM supports the customer relationship management needs of a single industry, or vertical. Its capabilities and features are targeted towards a specific set of users, job requirements, or departments within an organization.

Continuous Deployment

For The Record, Continuous Deployment Can Lead To Continuous Benefits!

In the beginning, there was code. This is a great sentence to begin any blog related to software, because it’s true. It makes perfect sense here too, because a Continuous Delivery Pipeline is nothing but a set of steps that code changes must go through to make their way to production.

Continuous Integration, Continuous Delivery, and Continuous Deployment

With constantly changing and increasing compliance regulations, client expectations, and access to information, financial services organizations need access to the newest and best tools. But in responding to that need, some of the newly created software terms can be confusing and highly technical, such as continuous integration, continuous delivery, and continuous deployment.