Resource Archives

Improving the Advisor Experience

IAD at The Canadian AdvisorTech Expo

Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems

NexJ CRM for Wealth Management on IBM Cloud for Financial Services

Customer Engagement And Business Profitability

Using CRM as the Core of an Advisor Workstation

Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity

Using AI-Powered Digital Engagement Deepens Customer Relationships

NexJ Private Banking Dashboards

How Collaboration Can Make a World of Difference to Financial Institutions

The Challenge of Attracting Talent While Retaining Advisors

Under Three Minutes: The Power of Partnerships

Under Three Minutes: Understanding Customer Experience Expectations

Attract & Retain Advisors – Integration Strategies to Drive Business Growth

NexJ Systems Single & Multi-tenancy Overview

Build or Buy? The Advantages of Going With an Established CRM Solution

CRM for Private Banking: Why Leading Private Banks Trust Us

Concierge Service – Your Best Service For Your Best Clients

NexJ Lead Management

Comprehensive Customer View for Wealth Management and Private Banking