Resource Archives


Build or Buy? The Advantages of Going With an Established CRM Solution


CRM for Private Banking: Why Leading Private Banks Trust Us


Concierge Service – Your Best Service For Your Best Clients


NexJ Lead Management


Comprehensive Customer View for Wealth Management and Private Banking


AI, Machine Learning and Their Impact on CRM


Process Management Services


NexJ Best Practices for Data Migration


NexJ Nudge ™️


NexJ Data Bridge


Compliance With the Suitability and Appropriateness of Advice


Under Three Minutes: The State of Next Best Action


Under Three Minutes: Unlocking the Power of the Client Hierarchy


Is Vertical CRM Right for Your Financial Service


Under Three Minutes: Vertical CRM and You


Continuous Deployment: Implications and Implementation


Analysing Security: Are Financial Institutions Covered?


The Benefits of Compliance for Financial Services


NexJ Systems Compliance Overview


Cloud Wars: Choosing What Works Best for Your Business Needs


Open Banking: What It Means and How It Can Work for You