Resource Center

The Resource Center is where you will find third party research, webinars, case studies, white papers and brochures that provide greater insight in to the advantages of our solutions.

Under Three Minutes: Understanding Customer Experience Expectations


NexJ Nudge Demo


Comprehensive Customer View for Commercial and Corporate Banking


Comprehensive Customer View for Wealth Management and Private Banking


Under Three Minutes: A Pragmatic Approach to AI


Under Three Minutes: The Desirability of Decent Documentation


Under Three Minutes: The Opportunity of Open Banking


Under Three Minutes: The State of Next Best Action


Under Three Minutes: Unlocking the Power of the Client Hierarchy


Under Three Minutes: Vertical CRM and You


Under Three Minutes with NexJ – ROI with NexJ


Human Inspired, AI Driven – NexJ Intelligent Customer Management


Collaborate Using NexJ on Symphony


What is the Opportunity for Machine Learning in CRM and What Benefit Does it Bring to an Organization?


What is Artificial Intelligence and Machine Learning?


An Interview With Matthew Broadhead


NexJ Recently Named a Representative Provider of Wealth Management FOS and MBOSs.


AI-Powered Digital Engagement


Celent Report: The Next Generation Desktop. Reigniting Advice Delivery


NexJ Recently Named the Top CRM for Wealth Management


Better Understand Your Customers


NexJ for Corporate Banking


Satisfying Regulators and Improving Client Experience During Client Onboarding


NexJ KYC Workflow and Approval


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


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Driving Organic Growth: Identify and Capitalize on Referrals in Wealth Management


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


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AI, Machine Learning and Their Impact on CRM


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NexJ Architectural Overview


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Is Vertical CRM Right for Your Financial Service


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Continuous Deployment: Implications and Implementation


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Analysing Security: Are Financial Institutions Covered?


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The Benefits of Compliance for Financial Services


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Cloud Wars: Choosing What Works Best for Your Business Needs


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Open Banking: What It Means and How It Can Work for You


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Invested Users: How to Maximize User Adoption


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Getting in the Game: Sunsetting Siebel


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Using Intelligent CRM to Attract and Retain Advisors and Clients


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NexJ Systems Single & Multi-tenancy Overview


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NexJ Best Practices for Data Migration


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NexJ Systems Compliance Overview


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NexJ Systems Security Overview


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NexJ Systems Integration Overview


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NexJ CRM for Wealth Management: Why Leading Wealth Advisors Trust Us


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Attract & Retain Advisors – Integration Strategies to Drive Business Growth


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Build or Buy? The Advantages of Going With an Established CRM Solution


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CRM for Private Banking: Why Leading Private Banks Trust Us


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Process Management Services


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Compliance With the Suitability and Appropriateness of Advice


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AML – Financial Crime Compliance


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MiFID II Compliance for Wealth Management & Private Banking


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Adopt an Evolutionary Approach to Your Siebel Systems Migration


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NexJ Comprehensive Customer View


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NexJ CRM for Private Banking


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NexJ CRM for Wealth Management


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About NexJ Systems Inc.


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NexJ CRM for Corporate Banking


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NexJ CRM for Commercial Banking


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NexJ CRM for Sales, Trading, and Research


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NexJ Enterprise Synchronization for Microsoft Exchange


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Nucleus Research Study – ROI With NexJ


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CELENT Report: Ranking the CRM Technology Vendors for Wealth Management – European Market


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CELENT Report: Ranking the CRM Vendors for Wealth Management – North American Market


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CELENT Report: Actionable Insights for Financial Advisors


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CELENT Report: 2018 CRM Solutions for Banking


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CELENT Report: The Next Generation Desktop. Reigniting Advice Delivery


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


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


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Forrester Research – Market Overview: Enterprise Sales Force Automation Solutions


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


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Aité – CRM for Wealth Management: Approaching Total Practice Management


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Forrester Research – Trends 2015: North American Digital Insurance


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Case Study

Wells Fargo Advisor Desktop


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Case Study

The Sales, Trading & Research Division of a Global Bank


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NexJ Webinar Resource

Using AI-Powered Digital Engagement Deepens Customer Relationships


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