Resource Archives


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


How Collaboration Can Make a World of Difference to Financial Institutions


NexJ Comprehensive Customer View for Corporate Banking


The Challenge of Attracting Talent While Retaining Advisors


Under Three Minutes: The Power of Partnerships


NexJ CRM for Wealth Management: Why Leading Wealth Advisors Trust Us


Under Three Minutes: Understanding Customer Experience Expectations


Attract & Retain Advisors – Integration Strategies to Drive Business Growth


NexJ Systems Single & Multi-tenancy Overview


Build or Buy? The Advantages of Going With an Established CRM Solution


CRM for Private Banking: Why Leading Private Banks Trust Us


Comprehensive Customer View for Commercial and Corporate Banking


Concierge Service – Your Best Service For Your Best Clients


NexJ Lead Management


Driving Organic Growth: Identify and Capitalize on Referrals in Commercial Banking


Driving Organic Growth: Identify and Capitalize on Referrals in Wealth Management