https://www.nexj.com/wp-content/uploads/2026/10/NexJ-NIA-CRM-Blog-710-x-231-px.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2026-10-05 14:21:422026-10-05 14:53:49Your CRM Has the Data. Can Your Financial Advisors Use It?
https://www.nexj.com/wp-content/uploads/2026/09/NexJ-NIA-Blog-710-x-231-px-3.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2026-09-21 15:18:052026-09-21 16:19:27NexJ Announces General Availability of Nia AI Assistant and MCP Server for Wealth Management Firms
https://www.nexj.com/wp-content/uploads/2026/05/AI-MAP-Cover-copy.png7931891JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2026-05-01 12:47:202026-05-01 12:54:23The AI Map – Navigating the Next Era of Wealth Management
https://www.nexj.com/wp-content/uploads/2025/09/NexJ-Blog-Post-Sept-710x231-V2.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2025-09-11 11:20:572025-09-11 11:57:16How NexJ Found 2 Extra Hours Per Week for Thousands of Advisors at a Top Wealth Firm
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2022-08-23 13:20:382024-11-13 09:00:54Do your advisors love their tools? RBC’s advisors do!
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2022-04-27 11:18:062024-11-13 08:33:49IAD at The Canadian AdvisorTech Expo
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2021-06-15 11:52:432025-01-16 04:47:21NexJ CRM for Wealth Management on IBM Cloud for Financial Services
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2021-03-04 16:16:042024-11-13 08:40:32Here’s How Successful Wealth Managers Stay Ahead Of The Curve
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2020-10-28 16:08:022024-11-12 09:39:33Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-07-29 14:25:362024-11-12 09:49:25Under Three Minutes: The Power of Partnerships
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-06-24 16:56:312024-11-28 04:20:28NexJ Systems Single & Multi-tenancy Overview
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-06-24 15:53:552024-11-28 04:41:41Build or Buy? The Advantages of Going With an Established CRM Solution
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https://www.nexj.com/wp-content/uploads/2024/11/whitepaper-banner-1.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-04-25 12:03:172024-11-28 04:44:47AI, Machine Learning and Their Impact on CRM
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-03-05 11:45:362024-11-28 04:28:06NexJ Best Practices for Data Migration
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-01-17 13:25:522024-11-28 04:38:50Compliance With the Suitability and Appropriateness of Advice
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-11-13 10:17:392024-11-13 08:23:13Is Vertical CRM Right for Your Financial Service
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-Vertical-CRM-and-You.png7201280Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-11-02 14:20:022024-11-12 09:44:09Under Three Minutes: Vertical CRM and You
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-09-19 11:01:112024-11-28 04:39:19Cloud Wars: Choosing What Works Best for Your Business Needs
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-09-17 16:58:382024-11-28 04:19:29Open Banking: What It Means and How It Can Work for You
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https://www.nexj.com/wp-content/uploads/2024/11/analyst-report-img.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-08-02 17:29:592024-11-28 04:19:52Nucleus Research Study – ROI With NexJ
https://www.nexj.com/wp-content/uploads/2024/11/analyst-report-img.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-06-08 13:11:362024-11-28 04:40:15CELENT Report: Ranking the CRM Vendors for Wealth Management – North American Market
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-01-26 13:27:282024-11-28 04:29:43Invested Users: How to Maximize User Adoption
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-12-22 16:07:302024-11-14 05:47:52An Interview With Matthew Broadhead
https://www.nexj.com/wp-content/uploads/2024/11/Gartner-FOS-Wealth-Management.png397712Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-12-18 14:43:422024-11-13 07:57:33NexJ Recently Named a Representative Provider of Wealth Management FOS and MBOSs.
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-03-03 14:51:322024-11-28 04:33:35Getting in the Game: Sunsetting Siebel
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2016-06-13 15:14:542024-11-12 09:10:05What Could Your Advisors Do with 2 Extra Hours a Week?
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 11:54:592024-11-28 04:44:23Aité – CRM for Wealth Management: Approaching Total Practice Management
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/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 10:04:132024-11-28 03:48:46NexJ Enterprise Synchronization for Microsoft Exchange
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 09:37:312024-11-28 03:45:25Using Intelligent CRM to Attract and Retain Advisors and Clients
