Resource Archives


Do your advisors love their tools? RBC’s advisors do!


The Advisor Dashboard


The Integrated Advisor Desktop


Integrated Advisor Desktop


Improving the Advisor Experience


IAD at The Canadian AdvisorTech Expo


Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems


XCelent CRM Platforms: North America Wealth Management Edition


NexJ CRM for Wealth Management on IBM Cloud for Financial Services


Deepen Customer Relationships with Personalized Content


Here’s How Successful Wealth Managers Stay Ahead Of The Curve


Customer Engagement And Business Profitability


Using CRM as the Core of an Advisor Workstation


Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity


Demo | CRM for Wealth Management & Nudge-AI Inform


COVID-19: Challenges and Opportunities in Wealth Management


Using AI-Powered Digital Engagement Deepens Customer Relationships


NexJ Private Banking Dashboards


NexJ CRM for Commercial Banking: Why Leading Bankers Trust Us.


NexJ CRM for Corporate Banking: Why Leading Bankers Trust Us