Resource Archives

IAD at The Canadian AdvisorTech Expo

Deepen Customer Relationships with Personalized Content

Here’s How Successful Wealth Managers Stay Ahead Of The Curve

Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity

Demo | CRM for Wealth Management & Nudge-AI Inform

Under Three Minutes: The Power of Partnerships

Under Three Minutes: Understanding Customer Experience Expectations

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?