Resource Archives


Nucleus Research Study – ROI With NexJ


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


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


CELENT Report: Actionable Insights for Financial Advisors


CELENT Report: 2018 CRM Solutions for Banking


CELENT Report: The Next Generation Desktop. Reigniting Advice Delivery


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


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


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


Forrester Research – Trends 2015: North American Digital Insurance