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