Wealth Management and Private Banking

Bryan Sachdeva, VP of Wealth Management Solutions at NexJ Systems, provides an overview of the software that has been gaining critical acclaim and recognition from Gartner, Forrester, Aité, Celent, and Nucleus Research. Learn how the top wealth managers are leveraging the software to their competitive advantage to grow their business and deliver better customer outcomes. The presentation will cover

  • The unique wealth management-specific features that make the software an industry leader in customer management
  • How the top wealth managers across the globe are deploying and leveraging the software
  • Where the industry is going and how advancements in AI, RPA, and Machine Learning are being leveraged in the software