In this report, Nucleus discusses the advantages that a leading financial institution gained while replacing an aging Oracle Seibel system with NexJ CRM.
This report examines the leading vendors in the European CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.
This report examines the leading vendors in the North American CRM wealth management market and provides detailed profiles of each vendor, followed by comparisons and rankings.
Wealth managers are interested in delivering best-of-breed technology to their financial advisors (FAs). In this report, Celent explores how a leading Canadian bank and the Wealth Management Americas division of a global financial services firm are working with the Canadian CRM provider NexJ to deliver next best interactions to advisors, bankers, and representatives.
In this report, Nucleus Research discusses advancements in CRM technology, as well as the importance of choosing industry accelerators like NexJ’s financial services CRM to achieve a faster time to market and lower ongoing costs.
Today’s advisor desktop is a device-agnostic hub for all advisor-related activity, matching functional breadth with deep integration. This report discusses the relative merits of traditional desktop providers, as well as strategic options like NexJ’s CRM-centric integrated desktop portal.
Many wealth management firms are replacing existing CRM or improving functionality to increase productivity, enable book-building, deepen client relationships, and enhance the user experience. Read why NexJ came out on top for functionality as well as technology.
Generic CRM solutions abound but only vertical-specific CRM delivers the industry-specific best practices, business model, and workflows that increase productivity, drive sales, and improve service.
This report helps firms evaluate software solutions that use integration, access to the right content at the right time, real-time customer insights, and ease of navigation to improve the effectiveness of sales teams.