In this eBook, we will dig into the needs of advisors and how NexJ’s IAD is designed to make advisors more efficient and successful, which in turn is the foundation of a firm’s success. We will then dig into the structure and use of NexJ’s IAD, with a closer look at each of the different dashboards that comprise our full IAD solution.

Finally, we will look at some of NexJ’s successes in deploying and supporting IADs for top financial services firms.

The post The Integrated Advisor Desktop: Optimizing the Advisor Experience appeared first on NexJ Systems.

This eGuide discusses how our commercial banking product can help bankers build relationships, save time, and increase revenue.

The post NexJ CRM for Commercial Banking: Why Leading Bankers Trust Us. appeared first on NexJ Systems.

This eGuide discusses how our corporate banking product can help bankers build relationships, save time, and increase revenue.

Quote: Our highly experienced executive management and operations management teams are the force behind our ever-evolving strategic direction, company vision, and thought leadership.

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Collaboration doesn’t just enable a greater share of client wallet; it also leads to deeper relationships that are ultimately more profitable. It can also yield insights into upcoming opportunities, separate cold calls from warm leads, and increase cross-bank synergies.

The post How Collaboration Can Make a World of Difference to Financial Institutions appeared first on NexJ Systems.

Our CRM is designed to address your key business challenges and drive your business forward. Through our cutting edge, digital technology, we help attract new customers, reduce churn, modernize the sales and service model and help you meet regulatory requirements.

On top of delivering the superior performance, and usability associated with first generation Cloud Computing, our CRM for Wealth Management product was built to address the integration challenges, inflating costs, and limited functionality faced by other CRM options currently in market.

The post NexJ CRM for Wealth Management: Why Leading Wealth Advisors Trust Us appeared first on NexJ Systems.

When systems aren’t integrated, advisors can’t effectively service their customers because they are unable to spend enough time on activities that grow the business and attract additional customers. In today’s world, it’s vital to Attract & Retain Advisors.

The post Attract & Retain Advisors – Integration Strategies to Drive Business Growth appeared first on NexJ Systems.

What you will take away from this eGuide.

Traditional wisdom dictates that building something is a great idea because it allows financial institutions to get something that meets their specific needs.

That view has shifted in recent years though, for all kinds of reasons starting with the fact that we now live in a world where Vertical CRM solutions exist.

The post Build or Buy? The Advantages of Going With an Established CRM Solution appeared first on NexJ Systems.

NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global private banking institutions because of our deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success.

This eGuide discusses how our private banking product can help Relationship Managers build relationships, save time, and increase revenue.

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Concierge service, also called luxury, platinum, premium, high-end, or superior service, is centered on the relationship between a private banker and their client.

At NexJ, we truly believe that business is about relationships. There are few places where this is more evident than when delivering concierge service to High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) in the Private Banking industry.

In this eGuide, we discuss how you can use NexJ CRM to provide personalized service, automate your business processes, stay advised of changes, and collaborate with your coworkers to deliver the best possible concierge service to your (U)HNWI clients.

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