Resource Archives


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


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


Comprehensive Customer View for Wealth Management and Private Banking


AI, Machine Learning and Their Impact on CRM


Process Management Services


NexJ Architectural Overview


Under Three Minutes: A Pragmatic Approach to AI


Under Three Minutes: The Desirability of Decent Documentation


Under Three Minutes: The Opportunity of Open Banking


NexJ Best Practices for Data Migration


NexJ Nudge ™️


NexJ Data Bridge


Compliance With the Suitability and Appropriateness of Advice


Under Three Minutes: The State of Next Best Action


Under Three Minutes: Unlocking the Power of the Client Hierarchy


Is Vertical CRM Right for Your Financial Service


Under Three Minutes: Vertical CRM and You


Continuous Deployment: Implications and Implementation