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NexJ Nudge-AI Suite
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CRM Capabilities
Comprehensive Customer View
Spend Less Time Toggling and More Time Servicing Customers
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Data Bridge
Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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G Suite Connector
Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Householding
Leverage Our Householding Functionality to Effectively Manage Complex Relationships
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News and Research Recommendations
Provide Insights to Improve Your Customer’s Buying Journey
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Lead Management
Maximize the Value of Your Leads to Drive Conversion
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MS Office Connector
Stay Connected and Organized via Our Microsoft Office Connector
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NexJ Nudge
Leverage Our Robust Recommendation Engine to Boost Advisor Performance and Drive Customer Success
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Onboarding
Shift Your Focus from Administrative Tasks to Revenue-Generating Activities
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Check out our exciting press releases, blogs, brochures, and news and get updated on NexJ product and
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What Successful Wealth Managers Can Do To Stand Apart From The Rest
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Webinar
Improving the Advisor Experience
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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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