https://www.nexj.com/wp-content/uploads/2026/09/NexJ-NIA-Blog-710-x-231-px-3.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2026-09-21 15:18:052026-09-21 16:19:27NexJ Announces General Availability of Nia AI Assistant and MCP Server for Wealth Management Firms
https://www.nexj.com/wp-content/uploads/2025/12/NexJ-Blog-Post-Header-710-x-231-Jan-25-V2.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2026-05-26 11:42:352026-05-26 11:42:35AI in Wealth Management: What Firms Need to Know Right Now
https://www.nexj.com/wp-content/uploads/2026/05/AI-MAP-Cover-copy.png7931891JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2026-05-01 12:47:202026-05-01 12:54:23The AI Map – Navigating the Next Era of Wealth Management
https://www.nexj.com/wp-content/uploads/2025/10/NexJ-December-Post-Header.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2025-12-01 17:16:032025-12-01 17:20:10Five Technology Gifts Your Advisors Really Want for the Holidays
https://www.nexj.com/wp-content/uploads/2025/09/NexJ-Blog-Post-Sept-710x231-V2.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2025-09-11 11:20:572025-09-11 11:57:16How NexJ Found 2 Extra Hours Per Week for Thousands of Advisors at a Top Wealth Firm
https://www.nexj.com/wp-content/uploads/2025/06/NexJ-Blog-Post-March-Header-710-x-231-px-710-x-321-px-710-x-375-px-1.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2025-06-30 08:53:182025-06-30 09:00:36Top Advisors Service the Household – Not Just the Individual
https://www.nexj.com/wp-content/uploads/2025/05/NexJ-Blog-Post-March-Header-710-x-231-px-710-x-321-px-710-x-375-px.png375710JP Burdett/wp-content/uploads/2024/04/nexj-logo.svgJP Burdett2025-05-05 09:31:092025-05-06 15:15:13Client Loyalty Programs Make Average Advisors Great
https://www.nexj.com/wp-content/uploads/2025/03/Dial-Up-Client-Engagement-to-Succeed-in-Volatile-Markets-thumb.jpg375710Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2025-03-18 05:01:492025-03-21 05:33:17Dial Up Client Engagement to Succeed in Volatile Markets
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2022-08-23 13:20:382024-11-13 09:00:54Do your advisors love their tools? RBC’s advisors do!
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2022-04-27 11:18:062024-11-13 08:33:49IAD at The Canadian AdvisorTech Expo
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2022-04-18 14:54:142024-11-28 04:30:46Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2021-06-15 11:52:432025-01-16 04:47:21NexJ CRM for Wealth Management on IBM Cloud for Financial Services
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2021-03-04 16:16:042024-11-13 08:40:32Here’s How Successful Wealth Managers Stay Ahead Of The Curve
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2021-01-27 14:29:582024-11-28 04:37:09Customer Engagement And Business Profitability
https://www.nexj.com/wp-content/uploads/2024/11/infosheet-banner.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2020-10-28 16:16:542024-11-12 09:41:51Using CRM as the Core of an Advisor Workstation
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2020-10-28 16:08:022024-11-12 09:39:33Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity
https://www.nexj.com/wp-content/uploads/2024/11/new-banner.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-08-26 12:26:382024-11-28 04:27:05NexJ CRM for Corporate Banking: Why Leading Bankers Trust Us
https://www.nexj.com/wp-content/uploads/2024/11/collaboration-corporate-banking.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-08-21 15:53:412024-11-28 04:32:54How Collaboration Can Make a World of Difference to Financial Institutions
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-07-29 14:25:362024-11-12 09:49:25Under Three Minutes: The Power of Partnerships
https://www.nexj.com/wp-content/uploads/2024/11/Why-Leading-Wealth-Advisors-Trust-Us.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-07-12 12:29:342024-11-28 04:26:21NexJ CRM for Wealth Management: Why Leading Wealth Advisors Trust Us
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-06-24 16:56:312024-11-28 04:20:28NexJ Systems Single & Multi-tenancy Overview
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-06-24 15:53:552024-11-28 04:41:41Build or Buy? The Advantages of Going With an Established CRM Solution
https://www.nexj.com/wp-content/uploads/2024/11/eguide.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-06-21 16:38:282024-11-28 04:37:27CRM for Private Banking: Why Leading Private Banks Trust Us
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-06-06 13:32:152024-11-28 04:38:16Concierge Service – Your Best Service For Your Best Clients
https://www.nexj.com/wp-content/uploads/2024/11/Why-Leading-Wealth-Advisors-Trust-Us-1.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-05-09 12:29:432024-11-28 04:36:00Driving Organic Growth: Identify and Capitalize on Referrals in Commercial Banking
https://www.nexj.com/wp-content/uploads/2024/11/Why-Leading-Wealth-Advisors-Trust-Us-1.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-05-08 15:37:482024-11-28 04:35:34Driving Organic Growth: Identify and Capitalize on Referrals in Wealth Management
https://www.nexj.com/wp-content/uploads/2024/11/Driving-Organic-Growth-Identify-and-Capitalize-on-Referrals-in-Corporate-Banking-1.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-05-08 10:37:552024-11-28 03:46:37Driving Organic Growth: Identify and Capitalize on Referrals in Corporate Banking
https://www.nexj.com/wp-content/uploads/2024/11/whitepaper-banner-1.jpg6001920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-04-25 12:03:172024-11-28 04:44:47AI, Machine Learning and Their Impact on CRM
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-A-Pragmatic-Approach-to-AI.png10801920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-04-05 12:47:182024-11-12 09:52:04Under Three Minutes: A Pragmatic Approach to AI
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-The-Desirability-of-Decent-Documentation.png10801920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-03-18 17:25:332024-11-12 09:51:15Under Three Minutes: The Desirability of Decent Documentation
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-The-Opportunity-of-Open-Banking.jpg10801920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-03-08 16:06:302024-11-12 09:50:26Under Three Minutes: The Opportunity of Open Banking
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-03-05 11:45:362024-11-28 04:28:06NexJ Best Practices for Data Migration
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-01-17 13:25:522024-11-28 04:38:50Compliance With the Suitability and Appropriateness of Advice
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-The-State-of-Next-Best-Action.png7201280Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2019-01-08 12:40:132024-11-12 09:48:00Under Three Minutes: The State of Next Best Action
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-Unlocking-The-Power-of-The-Client-Hierarchy.png7201280Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-12-11 14:16:052024-11-12 09:45:11Under Three Minutes: Unlocking the Power of the Client Hierarchy
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-11-13 10:17:392024-11-13 08:23:13Is Vertical CRM Right for Your Financial Service
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes_-Vertical-CRM-and-You.png7201280Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-11-02 14:20:022024-11-12 09:44:09Under Three Minutes: Vertical CRM and You
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-09-19 11:01:112024-11-28 04:39:19Cloud Wars: Choosing What Works Best for Your Business Needs
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-09-17 16:58:382024-11-28 04:19:29Open Banking: What It Means and How It Can Work for You
https://www.nexj.com/wp-content/uploads/2024/11/Under-Three-Minutes-with-NexJ_-ROI-with-NexJ-.png7201280Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-09-10 15:53:432024-11-12 09:53:57Under Three Minutes with NexJ – ROI with NexJ
https://www.nexj.com/wp-content/uploads/2024/11/analyst-report-img.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-08-02 17:29:592024-11-28 04:19:52Nucleus Research Study – ROI With NexJ
https://www.nexj.com/wp-content/uploads/2024/11/analyst-report-img.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-06-08 13:11:362024-11-28 04:40:15CELENT Report: Ranking the CRM Vendors for Wealth Management – North American Market
https://www.nexj.com/wp-content/uploads/2024/11/Symphony-on-NexJ.png5721017Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-05-24 13:24:512024-11-13 09:12:07Collaborate Using NexJ on Symphony
https://www.nexj.com/wp-content/uploads/2024/11/What-Is-The-Opportunity-For-Machine-Learning-In-CRM-And-What-Benefit-Does-It-Bring-To-An-Organization.png474717Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-03-12 12:25:552024-11-12 09:31:27What is the Opportunity for Machine Learning in CRM and What Benefit Does it Bring to an Organization?
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2018-01-26 13:27:282024-11-28 04:29:43Invested Users: How to Maximize User Adoption
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-12-22 16:07:302024-11-14 05:47:52An Interview With Matthew Broadhead
https://www.nexj.com/wp-content/uploads/2024/11/Gartner-FOS-Wealth-Management.png397712Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-12-18 14:43:422024-11-13 07:57:33NexJ Recently Named a Representative Provider of Wealth Management FOS and MBOSs.
https://www.nexj.com/wp-content/uploads/2024/11/NexJ-Recently-Named-the-Top-CRM-for-Wealth-Management.png408725Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-07-18 12:57:132024-11-13 07:56:30NexJ Recently Named the Top CRM for Wealth Management
https://www.nexj.com/wp-content/uploads/2024/11/casestudy-img.jpg440920Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-05-31 12:26:182024-11-28 04:11:10The Sales, Trading, & Research Division of a Global Bank
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-03-03 14:51:322024-11-28 04:33:35Getting in the Game: Sunsetting Siebel
https://www.nexj.com/wp-content/uploads/2024/11/Ombre-Twitter-NexJ-Image.png418800Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2017-01-16 14:29:012024-11-13 09:52:13About NexJ Systems – What We Do
https://www.nexj.com/wp-content/uploads/2024/11/What-could-your-advisors-do-with-2-extra-hours-a-week.png400727Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2016-06-13 15:14:542024-11-12 09:08:58What Could Your Advisors Do with 2 Extra Hours a Week?
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2016-06-13 15:14:542024-11-12 09:10:05What Could Your Advisors Do with 2 Extra Hours a Week?
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 11:56:512024-11-28 04:24:20NexJ Perspective by SMA: The Customer-Centric Insurer: Realizing the Full Potential of Customer Relationships
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 11:54:592024-11-28 04:44:23Aité – CRM for Wealth Management: Approaching Total Practice Management
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 11:53:322024-11-28 03:49:08Adopt an Evolutionary Approach to Your Siebel Systems Migration
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 10:07:132024-11-28 03:54:14NexJ CRM for Sales, Trading, and Research
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 10:04:132024-11-28 03:48:46NexJ Enterprise Synchronization for Microsoft Exchange
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-11-07 09:37:312024-11-28 03:45:25Using Intelligent CRM to Attract and Retain Advisors and Clients
/wp-content/uploads/2024/04/nexj-logo.svg00Konrad Tarasiewicz/wp-content/uploads/2024/04/nexj-logo.svgKonrad Tarasiewicz2015-10-23 11:52:522024-11-28 04:34:39Forrester Research – Trends 2015: North American Digital Insurance
