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NexJ Nudge-AI Suite
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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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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!
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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