Resource Archives

Aité Reports on Next-Era Wealth Management CRM: Technologies to Acquire and Engage

The Sales, Trading, & Research Division of a Global Bank

AML – Financial Crime Compliance

MiFID II Compliance for Wealth Management & Private Banking

Getting in the Game: Sunsetting Siebel

Forrester Research: Vendor Landscape: The Growing Demand For Vertical CRM Solutions

Better Understand Your Customers

NexJ for Corporate Banking

Satisfying Regulators and Improving Client Experience During Client Onboarding

NexJ KYC Workflow and Approval

Forrester Research – Market Overview: Enterprise Sales Force Automation Solutions

NexJ Perspective by SMA: The Customer-Centric Insurer: Realizing the Full Potential of Customer Relationships

Aité – CRM for Wealth Management: Approaching Total Practice Management

Adopt an Evolutionary Approach to Your Siebel Systems Migration

NexJ Comprehensive Customer View for Wealth Management

NexJ CRM for Private Banking

NexJ CRM for Wealth Management

Wells Fargo Advisors Desktop

About NexJ Systems Inc.

NexJ CRM for Corporate Banking

NexJ CRM for Commercial Banking