Capital Markets, Corporate and Commercial Banking, Wealth Management and Private Banking

The financial services industry has radically changed due to product homogenization and customers empowered to obtain information and make decisions on their own. To retain clients and grow assets, advisors need to deepen client relationships to differentiate their service offering and improve the customer experience.

In this session, Bryan Sachdeva, Director of Products at NexJ Systems, discusses how firms can:

  • Better understand customers with a comprehensive customer view
  • Provide superior service across the entire client lifecycle
  • Improve advisor productivity so they can focus on building trusting client relationships