Resource Archives


XCelent CRM Platforms: North America Wealth Management Edition


NexJ CRM for Wealth Management on IBM Cloud for Financial Services


Deepen Customer Relationships with Personalized Content


Here’s How Successful Wealth Managers Stay Ahead Of The Curve


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


Demo | CRM for Wealth Management & Nudge-AI Inform


COVID-19: Challenges and Opportunities in Wealth Management


Using AI-Powered Digital Engagement Deepens Customer Relationships


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


NexJ CRM for Wealth Management: Why Leading Wealth Advisors Trust Us


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


NexJ Lead Management


Driving Organic Growth: Identify and Capitalize on Referrals in Wealth Management