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Insurance
CRM Capabilities
Case Management
Drive Efficiency via our Case Management Functionality
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Householding
Enhance Customer Service via a Thorough Understanding of Households
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Lead and Campaign Management
Effectively Measure Multi-Campaign Client Engagement via Lead and Campaign Management
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Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Clients
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Call Centre Integration
Enhance Call Centre Agent Productivity and Client Servicing via Our Call Centre Integration Functionality
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Microsoft Office Connector Capabilities
Stay Connected and Organized via Our Microsoft Office Connector
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Data Bridge
Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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Check out our exciting press releases, blogs, brochures, and news and get updated on NexJ product and
company updates, industry trends and fun facts – all from our in-house experts!
Blog Post
What Successful Wealth Managers Can Do To Stand Apart From The Rest
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Industry Analyst Reports
XCelent CRM Platforms: North America Wealth Management Edition
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Investor News
Press Release
Celent Awarded NexJ an XCelent Award in the Advanced Technology Category, Recognizing NexJ’s CRM Technology for Wealth Management
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