CRM Advisor Desktop

Don’t use the same CRM they use for Hospitality! Use Financial Services CRM

Like many enterprises, you are likely using CRM software from one of the big vendors who create horizontal solutions (solutions designed to meet the lowest common denominator across the largest pool of customers) to maximize their reach. These solutions require expensive customizations to meet the specific needs of your firm or your industry. Customizations are also difficult to maintain and often fail to adapt to a changing demographic.

The Language Around Cloud (And Other Things That Drive Solution Architects Crazy)

This blog takes a closer look at differences between the public cloud, private cloud, and hybrid cloud. For more information, contact NexJ Systems Inc. today.

Open Banking NexJ

Are You Ready For Open Banking? Because You Really, Really Should Be

This blog explains what Open Banking means while evaluating its implications and applications for financial services. For more information, contact NexJ Systems Inc.

Invested Users: Best Practices of Maximizing User Adoption, Part 3

Technology has the ability to make our jobs less time consuming and more efficient, and with high user adoption rates your users can be finding new ways to leverage that technology. They can come up with good questions about the system’s functionality and good ways to incorporate the capabilities of your CRM product into their daily lives or good ways to leverage the CRM product to make their jobs easier overall.

financial-advisors-gain-2-hours

Invested Users: Best Practices of Maximizing User Adoption, Part 2

In my last blog, I discussed NexJ’s first three best practices of user adoption, and why developing, analyzing, and aligning are crucial steps in the process of engaging your users with your CRM. Today, I’d like to discuss the next three of the 9 best practices for user adoption, which are planning, partnering, and encouraging.

Business Changes Fast

Invested Users: Best Practices of Maximizing User Adoption

It’s common knowledge that user adoption is necessary to the success of a change in a company’s software and key to appropriately leveraging your technology investments. Poor user adoption is one of the most common reasons software launches fail. When your users aren’t using all the features of a CRM, they’re not getting the benefits of it, and neither are your clients.

Wealth Management CRM Sofware

Next Best Decision Models

Extending Next Best Action to customer service seems a natural progression, considering the service representative is already engaged with the customer, and presuming the interaction went well, means extending the dialog with an appropriate offer. But how do we extend this to optimizing interactions at the point of service dispensation?

NexJ: Delivering Industry Leading CRM

Celent recently came out with their reports on CRM for Wealth Management in the European Market and North American Market and awarded NexJ the XCelent awards for Functionality, Service, and Client Base it was another sign that NexJ continuously pushes the envelope in the market.

Financial Services Innovation

The Great Wealth Transfer

In “The Great Wealth Transfer is Coming, Putting Advisers at Risk,” an article in Investment News, they pointed out that 66% of heirs fire their parents’ financial adviser after they receive an inheritance. Marketing Wiz’s “The State of Independent Financial Marketing” whitepaper discusses how every day, $2 billion in assets move from Baby Boomers to Generation X and Generation Y heirs. Combining these two statistics paints a concerning picture for financial advisors.