Do your advisors love their tools? RBC’s advisors do!
- Video Length: 1:57
- Watch Video keyboard_arrow_right
Deepen Customer Relationships with Personalized Content
- Video Length: 2:12
- Watch Video keyboard_arrow_right
Here’s How Successful Wealth Managers Stay Ahead Of The Curve
- Video Length: 2:00
- Watch Video keyboard_arrow_right
Using CRM as the Core of an Advisor Workstation – Delivered at Finlocity
- Video Length: 34:21
- Watch Video keyboard_arrow_right
Demo | CRM for Wealth Management & Nudge-AI Inform
- Video Length: 4:35
- Watch Video keyboard_arrow_right
Under Three Minutes: Understanding Customer Experience Expectations
- Video Length: 3:09
- Watch Video keyboard_arrow_right
Comprehensive Customer View for Commercial and Corporate Banking
- Video Length: 2:25
- Watch Video keyboard_arrow_right
Comprehensive Customer View for Wealth Management and Private Banking
- Video Length: 1:43
- Watch Video keyboard_arrow_right
Under Three Minutes: The Desirability of Decent Documentation
- Video Length: 2:29
- Watch Video keyboard_arrow_right
Under Three Minutes: The Opportunity of Open Banking
- Video Length: 2:40
- Watch Video keyboard_arrow_right
Under Three Minutes: The State of Next Best Action
- Video Length: 1:53
- Watch Video keyboard_arrow_right
Under Three Minutes: Unlocking the Power of the Client Hierarchy
- Video Length: 2:13
- Watch Video keyboard_arrow_right
Human Inspired, AI Driven – NexJ Intelligent Customer Management
- Video Length: 4:05
- Watch Video keyboard_arrow_right
What is the Opportunity for Machine Learning in CRM and What Benefit Does it Bring to an Organization?
- Video Length: 1:08
- Watch Video keyboard_arrow_right
What is Artificial Intelligence and Machine Learning?
- Video Length: 3:00
- Watch Video keyboard_arrow_right
NexJ Recently Named a Representative Provider of Wealth Management FOS and MBOSs.
- Video Length:
- Watch Video keyboard_arrow_right
Celent Report: The Next Generation Desktop. Reigniting Advice Delivery
- Video Length: 1:20
- Watch Video keyboard_arrow_right
NexJ Recently Named the Top CRM for Wealth Management
- Video Length: 0:52
- Watch Video keyboard_arrow_right
What Could Your Advisors Do with 2 Extra Hours a Week?
- Video Length: 2:32
- Watch Video keyboard_arrow_right
What Could Your Advisors Do with 2 Extra Hours a Week?
- Video Length:
- Watch Video keyboard_arrow_right
Satisfying Regulators and Improving Client Experience During Client Onboarding
- Video Length: 2:36
- Watch Video keyboard_arrow_right
COVID-19: Challenges and Opportunities in Wealth Management
Download White Paper keyboard_arrow_right
The Challenge of Attracting Talent While Retaining Advisors
Download White Paper keyboard_arrow_right
Driving Organic Growth: Identify and Capitalize on Referrals in Commercial Banking
Download White Paper keyboard_arrow_right
Driving Organic Growth: Identify and Capitalize on Referrals in Wealth Management
Download White Paper keyboard_arrow_right
Driving Organic Growth: Identify and Capitalize on Referrals in Corporate Banking
Download White Paper keyboard_arrow_right
Cloud Wars: Choosing What Works Best for Your Business Needs
Download White Paper keyboard_arrow_right
Using Intelligent CRM to Attract and Retain Advisors and Clients
Download White Paper keyboard_arrow_right
The Integrated Advisor Desktop: Optimizing the Advisor Experience
Download eGuide keyboard_arrow_right
How Collaboration Can Make a World of Difference to Financial Institutions
Download eGuide keyboard_arrow_right
NexJ CRM for Wealth Management: Why Leading Wealth Advisors Trust Us
Download eGuide keyboard_arrow_right
Attract & Retain Advisors – Integration Strategies to Drive Business Growth
Download eGuide keyboard_arrow_right
Build or Buy? The Advantages of Going With an Established CRM Solution
Download eGuide keyboard_arrow_right
NexJ CRM for Wealth Management on IBM Cloud for Financial Services
Download Brochure keyboard_arrow_right
Compliance With the Suitability and Appropriateness of Advice
Download Brochure keyboard_arrow_right
Adopt an Evolutionary Approach to Your Siebel Systems Migration
Download Brochure keyboard_arrow_right
XCelent CRM Platforms: North America Wealth Management Edition
Download Analyst Report keyboard_arrow_right
CELENT Report: Ranking the CRM Technology Vendors for Wealth Management – European Market
Download Analyst Report keyboard_arrow_right
CELENT Report: Ranking the CRM Vendors for Wealth Management – North American Market
Download Analyst Report keyboard_arrow_right
CELENT Report: Actionable Insights for Financial Advisors
Download Analyst Report keyboard_arrow_right
CELENT Report: The Next Generation Desktop. Reigniting Advice Delivery
Download Analyst Report keyboard_arrow_right
Aité Reports on Next-Era Wealth Management CRM: Technologies to Acquire and Engage
Download Analyst Report keyboard_arrow_right
Forrester Research: Vendor Landscape: The Growing Demand For Vertical CRM Solutions
Download Analyst Report keyboard_arrow_right
Forrester Research – Market Overview: Enterprise Sales Force Automation Solutions
Download Analyst Report keyboard_arrow_right
NexJ Perspective by SMA: The Customer-Centric Insurer: Realizing the Full Potential of Customer Relationships
Download Analyst Report keyboard_arrow_right
Aité – CRM for Wealth Management: Approaching Total Practice Management
Download Analyst Report keyboard_arrow_right
Forrester Research – Trends 2015: North American Digital Insurance
Download Analyst Report keyboard_arrow_right
Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems
Download Webinar keyboard_arrow_right
Using AI-Powered Digital Engagement Deepens Customer Relationships
Download Webinar keyboard_arrow_right