Functional Breadth and Deep Integration Key in Distinguishing Effective Desktops from Widget-Based Interfaces

Toronto, ON (July 19, 2017)NexJ Systems Inc. (TSX: NXJ), a provider of enterprise customer management solutions to the financial services industry, has been recognized by Celent for its ability to help wealth management firms increase efficiency, retain clients, and facilitate cross-sales revenue. (Click here for a free copy of the report.) The report, which evaluated various desktop platforms, included innovative solutions such as NexJ’s CRM-centric portal framework, which “has displaced the front end (advisor desktop and CRM) services of full stack technology vendors at several large institutions”(William Trout, The Next Generation Desktop: Reigniting Advice Delivery, Celent, June 8, 2017.)

“The demand for a more uniform advisor experience to support onboarding and sales has made stark the need for technology convergence, one that accommodates best-of-breed solutions as well as the integrated platform or stack. The dis-coordination of systems across the enterprise is a drain on servicing time and an obstacle to the cultivation of deeper client relationships,” says the author, William Trout.

The report discusses the relative merits of traditional desktop providers, such as CRM players, financial planning systems, and custody-based tools. It also presents strategic options for building an advisor desktop that combines functionality with a flexible integration architecture, such as NexJ’s CRM-centric integrated desktop portal. The modern desktop is device-agnostic, notes the report, providing power over data and serving as the hub for all advisor activity. The evolving role of the advisor, the need to differentiate on client experience, and convergence of client and advisor technology are making a unified advisor desktop more urgent than ever.

“Integration of enterprise customer systems and data from the back-, middle-, and front-office has always been a key differentiator of NexJ’s integrated desktop solutions,” says Paul DeVriendt, Senior Vice President of Products at NexJ Systems. “Our advisor desktop is the choice of top wealth management firms because we enable them to create a best-of-breed advisor solution with their applications of choice. We bring all the data and functionality together in a single application so their advisors can better sell to and service their customers.”

Click here to read Celent’s report, The Next Generation Desktop: Reigniting Advice Delivery. For more information about NexJ’s integrated desktop solutions, please visit www.nexj.com or email info@nexj.com.

 

About NexJ Systems Inc.

NexJ provides enterprise customer management solutions to the financial services and insurance industries. Our solutions include industry-specific customer relationship management (CRM) for multi-channel engagement and collaboration; customer process management for client onboarding and KYC; and customer data management to deliver a holistic view of customers across line of business and regional data silos. Our solutions integrate information from multiple systems into a unified view to help firms better understand and share information about their customers to increase loyalty, drive cross-sell and improve the customer experience.

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