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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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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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Improving the Advisor Experience
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Celent Awarded NexJ an XCelent Award in the Advanced Technology Category, Recognizing NexJ’s CRM Technology for Wealth Management
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NexJ Systems Inc.

10 York Mills Road, 7th Floor

Toronto, ON Canada

M2P 2G4

+1 (416) 222-5611

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