WHITEPAPER DOWNLOAD

Financial Services | Capital Markets | Corporate & Commercial Banking | Wealth Management & Private Banking


Customer Relationship Management (CRM) software plays a critical role in helping firms deliver the superior experience needed to drive loyalty, increase assets under management, and attract top industry talent.

This whitepaper examines the challenges to good user adoption as well as solutions to those challenges, and explores NexJ’s experience with user adoption, including our recommended best practices.