Customer Support

CRM Capabilities

Roadshow Management

Effectively Manage Multi-Day, Multi-Location Product Events via Our Roadshow Management Feature
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Call Lists

Optimize Call Activity by Leveraging Our Score-Based Call List Capability
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Collaboration

Strengthen Collaboration to Increase Efficiency and Create High-Performing Teams
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Client Relationship Modelling

Improve Data Analysis and Segmentation through Our Business Client Relationship Modelling Functionality
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Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Business Clients
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NexJ Nudge™️

Leverage Our Robust Recommendation Engine to Boost Performance and Drive Client Success
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Microsoft Office Connector

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Data Bridge

Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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Stay on top of all things NexJ!

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!
What Successful Wealth Managers Can Do To Stand Apart From The Rest
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Do your advisors love their tools? RBC’s advisors do!
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NexJ Systems Announces Completion of Plan of Arrangement
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NexJ Systems

2 Sheppard Ave E, Suite 2000

North York, ON Canada

M2N 5Y7

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