ATB Investor Services Selects NexJ Systems’ CRM Solution for their Financial Advisors

NexJ® Contact for Finance will provide the customer-centric relationship management functionality for the new integrated advisor desktop

Toronto, November 23, 2009 — NexJ Systems Inc., a leading provider of innovative, customer-centric enterprise solutions for the financial services and insurance industries, today announced that ATB Investor Services has selected NexJ Contact for Finance as the customer relationship management (CRM) solution for its investment and wealth management business practices. ATB Investor Services is the operating tradename for the investment services subsidiaries of ATB Financial, the largest Alberta-based financial institution with assets of $27.2 billion.

ATB Investor Services selected NexJ Contact for Finance because it provides a consolidated, customer-centric view of all customer profile and financial data. NexJ Contact for Finance seamlessly integrates best-of-breed CRM functionality such as customer profiling, householding, relationship and referral management, schedule and task management, and reporting and analytics, with existing back office portfolio management, trade order management, and marketing systems. After an in-depth evaluation of other products in the market, ATB Investor Services chose NexJ Contact for Finance because it met its requirements for a CRM solution that was designed specifically as an integrated advisor desktop for financial advisors. NexJ Contact for Finance will provide:

  • Consolidated view of customer data across all users and departments to ensure a consistent customer experience
  • Automation of core business processes to improve advisor productivity
  • Referral management to quickly identify and respond to prospective customers
  • Reporting and analytics to identify new products for cross sell and upsell opportunities
  • Mobile access via NexJ Contact for BlackBerry® to view customer profile and financial information on the go

“NexJ Systems understands what we need from a wealth management platform. NexJ Contact for Finance will combine our key customer information with our financial account and portfolio management data, so ATB Investor Services financial advisors can quickly identify the products and services that will help our customers meet their wealth management goals,” says Sheldon Dyck, President, ATB Investor Services.
“We’re delighted that ATB Investor Services has selected NexJ Systems Inc. as its strategic provider of the enterprise CRM solution for their financial advisors,” says William M. Tatham, Chairman and CEO of NexJ Systems. “The NexJ Contact for Finance integrated advisor desktop solution presents advisors with a comprehensive view of their customers’ profile, assets and service level requirements to help them grow assets under management.”

About ATB Financial

ATB Financial is the largest Alberta-based financial institution, with assets of $27.2 billion. It provides Personal and Business Financial Services, Investor Services, and Corporate Financial Services to more than 690,000 Albertans in 243 communities. It provides service through 165 branches and 133 agencies, telephone and Internet banking, a Customer Contact Centre, and Automated Banking Machines. ATB Financial was established in 1938 and has been a provincial Crown corporation since 1997. Alberta Venture magazine named ATB Alberta’s Most Respected Corporation in the area of corporate social responsibility. ATB has also been named one of Canada’s 50 Best Employers by Report on Business Magazine, one of the 75 Best Workplaces in Canada by the Great Place to Work Institute, and one of Canada’s Top 100 Employers and Alberta’s Top 50 Employers by Mediacorp Canada Inc. For more information about ATB visit

About NexJ Systems Inc.

NexJ Systems Inc. is a leading provider of innovative customer-centric enterprise solutions for the financial services and insurance industries. Targeting enterprise customers with sophisticated customization, integration and scalability requirements, NexJ Systems’ enterprise platform offers powerful customer-centric solutions for financial services including an integrated advisor desktop for wealth management. Founded in 2003 by former executives of Janna Systems, NexJ Systems’ management team has a proven track record of success with a 10th generation enterprise CRM architecture that can support large-scale system deployments for financial services. For more information about NexJ Systems and NexJ® Contact for Finance, call 416-222-5611, e-mail or visit