Customer Support

CRM Capabilities

Comprehensive Customer View

Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality
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Client Relationship Modelling

Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality
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Guided Account Planning

Streamlining the Client Account Planning Processes to Put Focus on Client Satisfaction
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Opportunity & Pipeline Management

Drive Efficiency and Collaboration through Our Opportunity and Pipeline Management Feature
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Call Reporting

Drive Efficiency via Robust Call Reporting and Interaction Journals
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News and Research Recommendations

Provide Insights to Improve Your Client’s Buying Journey
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Microsoft Office Connector

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Stay on top of all things NexJ!

Check out our exciting press releases, blogs, brochures, and news and get updated on NexJ product and
company updates, industry trends and fun facts – all from our in-house experts!
What Successful Wealth Managers Can Do To Stand Apart From The Rest
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Do your advisors love their tools? RBC’s advisors do!
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NexJ Systems Announces Completion of Plan of Arrangement
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NexJ Systems

2 Sheppard Ave E, Suite 2000

North York, ON Canada

M2N 5Y7

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