Resource Archives


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


NexJ Nudge Demo


Concierge Service


NexJ Lead Management


Comprehensive Customer View for Wealth Management and Private Banking


AI, Machine Learning and Their Impact on CRM


Process Management Services


NexJ Architectural Overview


NexJ Best Practices for Data Migration


NexJ Nudge™️


NexJ Data Bridge


Compliance With the Suitability and Appropriateness of Advice


Under Three Minutes: The State of Next Best Action


Under Three Minutes: Unlocking the Power of the Client Hierarchy