Tag Archive: Wealth Management


Unusual Times Call For Solutions That Can Help Build Customer Trust

When It Comes To CRM, User Adoption Is Always A Challenge. Here’s How One Of Our Biggest Clients Pulled It Off

Salesforce Customers Could Have Had A Better Week If They Had Picked A Private Cloud Solution

If You Get Data Migration Wrong, How Will You Get Your CRM Right?

Smart Wealth Managers Service Households, Not Individuals. Here’s How Technology Helps

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

Vertical CRM: Because When Did One Size Ever Fit All?

For The Record, Continuous Deployment Can Lead To Continuous Benefits!

NexJ’s Dynamic, Flexible, and Centralized Security Model

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

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

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

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

Invested Users: Best Practices of Maximizing User Adoption

Next Best Decision Models

NexJ: Delivering Industry Leading CRM

The Great Wealth Transfer

Disruption in Motion: Chief Data & Analytics Officer Financial Conference 2018

Recapping CDAO: Examining the Transformation of Risk Management

Data Governance at CDAO Financial Services Conference Boston

Experts in Our Field: NexJ Recognized as Leaders in Nucleus Research Value Matrix