Nucleus Research Study – ROI With NexJ

In this report, Nucleus discusses the advantages that a leading financial institution gained while replacing an aging Oracle Seibel system with NexJ CRM.

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

This report examines the leading vendors in the European CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.

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

This report examines the leading vendors in the North American CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.

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CELENT Report: Actionable Insights for Financial Advisors

Wealth managers are interested in delivering best-of-breed technology to their financial advisors (FAs). In this report, Celent explores how a leading Canadian bank and the Wealth Management Americas division of a global financial services firm are working with the Canadian CRM provider NexJ to deliver next best interactions to advisors, bankers, and representatives.

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Nucleus Research CRM Technology Value Matrix 2H2017

In this report, Nucleus Research discusses advancements in CRM technology, as well as the importance of choosing industry accelerators like NexJ’s financial services CRM to achieve a faster time to market and lower ongoing costs.

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Celent Report: The Next Generation Desktop. Reigniting Advice Delivery

Today’s advisor desktop is a device-agnostic hub for all advisor-related activity, matching functional breadth with deep integration. This report discusses the relative merits of traditional desktop providers, as well as strategic options like NexJ’s CRM-centric integrated desktop portal.

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

Many wealth management firms are replacing existing CRM or improving functionality to increase productivity, enable book-building, deepen client relationships, and enhance the user experience. Read why NexJ came out on top for functionality as well as technology.

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

Generic CRM solutions abound but only vertical-specific CRM delivers the industry-specific best practices, business model, and workflows that increase productivity, drive sales, and improve service.

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Forrester Research – Market Overview: Enterprise Sales Force Automation Solutions

This report helps firms evaluate software solutions that use integration, access to the right content at the right time, real-time customer insights, and ease of navigation to improve the effectiveness of sales teams.

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Want to learn more about our enterprise software?

Book a demo today to learn how leading financial services and insurance organizations are working with NexJ to meet their enterprise customer management requirements or contact our team and we will be happy to answer any questions.