NexJ Adds AI to its Digital Engagement Capabilities

New digital content sharing capabilities augment customer insight, improve customer service and advance prospecting for wealth managers and bankers

Toronto, ON (June 6, 2017)NexJ Systems Inc. (TSX: NXJ), a provider of enterprise customer management solutions to the financial services industry, announced today the addition of a suite of digital engagement capabilities, NexJ Insights, NexJ Publish, and NexJ Prospect, to NexJ CRM. NexJ’s customers can use one or all of the capabilities to better understand their clients’ needs and share trusted, meaningful content with clients and prospects. They can then leverage NexJ’s world-class CRM to act on the insights to drive sales and improve the customer experience.

“Wealth management firms’ CIOs who can drive the systematic and coordinated usage of social media will better understand their clients’ needs and deepen their firms’ relationships with those clients.” (Wealth Managers Must Use Social Media More Effectively or Lose Clients, Chuck Thomas, Gartner, Inc., November 14, 2016.) Click here to register for a free webinar hosted by NexJ on Digital Engagement in Financial Services.

With NexJ’s digital engagement capabilities, firms and client-facing employees such as advisors, agents, and relationship managers will, in just minutes per week, be able to:

  • Engage meaningfully with clients at the right time in the customer journey
  • Deliver a superior, value-added customer experience between financial interactions
  • Build and maintain a stronger, more influential online brand
  • Collect data to calculate ROI on social marketing campaigns and refine future campaigns with content from the most effective topics and publications

Firms can also generate more revenue by leveraging NexJ’s abilities to:

  • Identify new opportunities for revenue through rule-driven alerts of news about companies and individuals of interest, such as “money in motion” events
  • Track anonymous clicks on content shared in social channels by the firm and its users and present targeted offers to readers, tailored to their unique interests, at the right time

NexJ Insights, Publish, and Prospect leverage a sophisticated Artificial Intelligence engine to match each user or customer’s unique interests and demographics with publicly-available content, from more than 10,000 publishers, as well as internal and purchased content, and ensure it complies with financial and fiduciary regulations. Approved content is then delivered to the channel of choice, including blog, website, email newsletter, or social channel, or exposed to users via the CRM solution as an insight, lead, or opportunity. Firms can capture data such as click-through rates for clients, leads, and anonymous prospects to calculate the ROI of social media campaigns; refine campaigns to share only the most effective topics and publications; and deliver targeted offers to convert anonymous prospects into qualified leads.

“This is an exciting enhancement to the NexJ solution as it enables firms to overcome the challenges associated with creating effective social media campaigns,” says Adam Edmonds, Vice President, Products of NexJ Systems. “Previously, firms struggled with incenting advisors to invest time which could be spent on revenue generating activities. They were unable to ensure that shared content was compliant with company policies and regulatory requirements, and to accurately calculate the ROI of campaigns. NexJ eliminates these obstacles by using AI to do the majority of the work, so that users can share personalized, compliant content with a minimal investment of time and leverage meaningful client insights for better service and sales.” Click here to register for a free webinar hosted by Mr. Edmonds on Digital Engagement in Financial Services.

For more information about NexJ Insights, Publish, and Prospect, please visit

About NexJ Systems Inc.

NexJ Systems provides enterprise customer management solutions to the financial services industry. Our solutions include industry-specific customer relationship management (CRM) to enable collaboration across countries, regions and teams; customer process management (CPM) for client onboarding with KYC and AML for regulatory compliance; and customer data management (CDM) to support digital transformation and customer analytics across the enterprise. 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.

Based in Toronto, NexJ has clients throughout North America, Asia Pacific and in Europe. For more information about NexJ visit, e-mail, or call 416-222-5611. Join us on LinkedIn, follow us on Twitter, subscribe to our YouTube channel, like us on Facebook or hang out with us on Google+.

NexJ Forward-looking Statement

Certain statements in this press release may contain words considered forward-looking statements or information under applicable securities laws. These statements are based on NexJ’s current expectations, estimates, forecasts and projections about the operating environment, economies and markets in which the company operates. These statements are subject to important assumptions, risks and uncertainties that are difficult to predict, and the actual outcome may be materially different. NexJ’s assumptions, although considered reasonable by the company at the date of this press release, may prove to be inaccurate and consequently its actual results could differ materially from the expectations set out herein. For additional information with respect to risks and other factors which could occur, see NexJ’s securities filings with the OSC and other securities regulators. NexJ securities filings are available on  Unless otherwise required by applicable securities laws, NexJ disclaims any intention or obligations to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.