Wealth Management

Today’s investors are more hands on and more likely to actively seek investment advice. Research shows that investors who communicate and collaborate with their advisor electronically pay more for the guidance they receive. But most financial firms — saddled with traditional, siloed CRM systems — struggle to engage with their clients through digital channels while maintaining the same level of advice, service and regulatory compliance as traditional methods of communication.

NexJ’s Integrated Advisor Desktop solution, with its next generation approach to CRM, enables financial firms to treat digital channels the same as traditional touchpoints, allowing the investor to choose their preferred communication, fulfillment, advice and service channels across the enterprise. This results in richer engagements, an increase in managed assets, and higher levels of investor satisfaction and advocacy.