Resource Archives


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 Nudge Demo


NexJ Lead Management


Driving Organic Growth: Identify and Capitalize on Referrals in Wealth 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


Is Vertical CRM Right for Your Financial Service


Under Three Minutes: Vertical CRM and You


Continuous Deployment: Implications and Implementation