--- title: "NexJ: Delivering Industry Leading CRM" description: Celent recently came out with their reports on CRM for Wealth Management in the European Market and North American Market and awarded NexJ the XCelent awards for Functionality, Service, and Client Bas image: https://resource.nexj.com/hubfs/NexJ_Delivering_Industry_Leading_CRM-768x367.png --- [![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.png?width=140&name=nexj-white-blue.png "nexj-white-blue")](https://www.nexj.com) [Back to Corporate Website](https://www.nexj.com/) [TOPIC // Wealth Management](https://resource.nexj.com/blog/tag/wealth-management) # NexJ: Delivering Industry Leading CRM - - - To deliver optimal value to our customers, NexJ leverages our vast experience in deploying our software at the most recognized financial services firms in the world, our strict focus on addressing the specific business needs of the sub-vertical markets within financial services and our fervent passion for innovation. Recognition as being the very best at what we do is not only gratifying but serves as evidence that we are doing things right. We have been acknowledged as the best in the past, as recently as a year ago when Aite ranked us [Top for Functionality and Technology](https://www.nexj.com/resource-center/aite-report-on-next-era-wealth-management-crm-technologies-to-acquire-and-engage/), in 2011 by Forrester and many other times before and in between. But as a vendor of technology in a very competitive market we cannot rest on our laurels. So when Celent recently came out with their reports on CRM for Wealth Management in the [European Market](https://www.nexj.com/resource-center/celent-report-ranking-the-crm-technology-vendors-for-wealth-management-european-market/) and [North American Market](https://www.nexj.com/resource-center/celent-ranking-the-crm-vendors-for-wealth-management/) and awarded NexJ the XCelent awards for Functionality, Service, and Client Base it was another sign that NexJ continuously pushes the envelope in the market. NexJ was specifically recognized for being an industry leader in our implementation and application of AI. Our capabilities to deploy solutions on a global stage with multiple lines of business and client segmentations was also lauded. Integration at the data level rather than at a systems level enabling AI and machine learning was held up as a demonstration of how innovative our product truly is. Our everyday efforts to improve best practices through automation, and the customer experience has truly made us a best in class CRM provider. Not only did we score well across the board, but our clients also praised our product, customer service, and overall approach to financial services. We were specifically given credit for our responsive client service, workflow capability, and integration. It’s great to know our integration initiatives are appreciated by our clients, as we take pride in our wide-ranging integration capabilities. Our efforts towards addressing the evolving needs of advisors continues to shine. With firm’s customers having more access to information, increased self-service options, and more choices than ever to choose how they interact with their banks has created a hyper-competitive marketplace. NexJ understands this, and we continue to evolve our omnichannel support, and 360 view of the client to ensure our client’s success in these ever-changing times. It’s also been encouraging to see the industry take notice of the unique offerings we bring to the table. Seeing our client services team get the nod for all of their great work confirms to me that our clients value our commitment to being their strategic partner, not only through our client services, but with our financial domain expertise, and dedication to innovation. Ensuring client success is at the very core of what we do. Being recognized for our functionality, our customer service and the quality of our install base is proof of our leadership position in the market. And we will not sit back, satisfied with our success to date, but will continue our efforts to improve all aspects of the business to ensure others aren’t able to catch up. Interested in learning more about how we can help your institution in an increasingly competitive landscape? [Click here.](https://www.nexj.com/products-solutions/customer-relationship-management-crm/) **Tags:** [Wealth Management](https://resource.nexj.com/blog/tag/wealth-management), [Optimize Processes](https://resource.nexj.com/blog/tag/optimize-processes) Share: - - - PREVIOUS POST [Improve Machine Learning Effectiveness with a Feature Catalogue](https://resource.nexj.com/blog/2018/06/06/improve-machine-learning-effectiveness-with-a-feature-catalogue) [![](https://cdn2.hubspot.net/hubfs/5152923/Creative_Theme/image/chevron.png)](https://resource.nexj.com/blog) Next Post [Riding the Wave: Enterprise Computing in 2018](https://resource.nexj.com/blog/2018/07/30/riding-the-wave-enterprise-computing-in-2018) Content Title Description ### Don't Miss Out Subscribe Today! ### Search Our Blog ### Categories - [Advisors (15)](https://resource.nexj.com/blog/tag/advisors) - [Artificial Intelligence (40)](https://resource.nexj.com/blog/tag/artificial-intelligence) - [Capital Markets (54)](https://resource.nexj.com/blog/tag/capital-markets) - [client engagement (3)](https://resource.nexj.com/blog/tag/client-engagement) - [client lifecycle management (1)](https://resource.nexj.com/blog/tag/client-lifecycle-management) - [client-focused reforms (1)](https://resource.nexj.com/blog/tag/client-focused-reforms) - [clm (1)](https://resource.nexj.com/blog/tag/clm) - [Commercial Banking (62)](https://resource.nexj.com/blog/tag/commercial-banking) - [Company News (3)](https://resource.nexj.com/blog/tag/company-news) - [Corporate Banking (65)](https://resource.nexj.com/blog/tag/corporate-banking) - [CRM (33)](https://resource.nexj.com/blog/tag/crm) - [Financial Services (1)](https://resource.nexj.com/blog/tag/financial-services) - [Gartner (1)](https://resource.nexj.com/blog/tag/gartner) - [IAD (11)](https://resource.nexj.com/blog/tag/iad) - [IBM (2)](https://resource.nexj.com/blog/tag/ibm) - [Increase Customer Loyalty (4)](https://resource.nexj.com/blog/tag/increase-customer-loyalty) - [Insurance (24)](https://resource.nexj.com/blog/tag/insurance) - [integrated advisor desktop (1)](https://resource.nexj.com/blog/tag/integrated-advisor-desktop) - [integration (3)](https://resource.nexj.com/blog/tag/integration) - [Optimize Processes (35)](https://resource.nexj.com/blog/tag/optimize-processes) - [Private Banking (60)](https://resource.nexj.com/blog/tag/private-banking) - [Retain Top Talent (1)](https://resource.nexj.com/blog/tag/retain-top-talent) - [robo-advisors (1)](https://resource.nexj.com/blog/tag/robo-advisors) - [Salesforce (1)](https://resource.nexj.com/blog/tag/salesforce) - [User Adoption (14)](https://resource.nexj.com/blog/tag/user-adoption) - [vertical cloud (2)](https://resource.nexj.com/blog/tag/vertical-cloud) - [Wealth Management (118)](https://resource.nexj.com/blog/tag/wealth-management) See all ### Popular Posts [The Dashboard for Everything a Financial Advisor Does: A Closer Look at NexJ’s Advisor Dashboard](https://resource.nexj.com/blog/the-dashboard-for-everything-a-financial-advisor-does-a-closer-look-at-nexjs-advisor-dashboard) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Mar 25, 2022 [How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions) [NexJ Systems Inc.](https://resource.nexj.com/blog/author/superadminsystems9) - Jan 27, 2020 [Servicing the Client Across Their Journey](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey) [Adam Edmonds](https://resource.nexj.com/blog/author/adam-edmonds) - Mar 14, 2017 ## Related Posts - - - ## [5 Things Not Working with Today’s Wealth Management CRM](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) There are a lot of customer relationship management (CRM) solutions out there, including many by large and well-known companies, but that doesn’t mean it’s easy to find a solution that works for wealth management firms and the advisors working with them. In our experience, the opposite is true – when we talk with potential clients who are interested in the NexJ Integrated Advisor Desktop (IAD), what we hear is a lot about what doesn’t work for them. [Read Post](https://resource.nexj.com/blog/5-things-not-working-with-todays-wealth-management-crm) - - - ## [Wealth Management Priorities Discussed in New York](https://resource.nexj.com/blog/wam22) Having our finger on the pulse of the wealth management industry allows us to develop solutions that address the challenges firms, like yours, face. To that end, hearing from folks at firms like Charles Schwab, Merrill Lynch, Morgan Stanley, BNY Mellon and Raymond James among many others at the Aite Wealth and Asset Management Forum on November 9th provided valuable insights on the current challenges they face. [Read Post](https://resource.nexj.com/blog/wam22) - - - ## [Five Ways to Boost Your Advisor Productivity](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Until advisors can clone themselves, the only path to growth for them – and the firms for which they work – is to get more done in the same amount of time. Technology is part of the answer, but how that technology is applied is even more important. [Read Post](https://resource.nexj.com/blog/five-ways-to-boost-your-advisor-productivity) Stay Informed ## subscribe **today** ![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16") ![nexj-white](https://resource.nexj.com/hs-fs/hubfs/nexj-white.png?width=90&name=nexj-white.png "nexj-white") NexJ Systems, the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. ## Industry Solutions - [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/) - [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/) - [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/) - [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/) - [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/) - [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/) ## Our Company - [About Us](https://www.nexj.com/company/about-nexj-systems/) - [Investor Relations](https://www.nexj.com/company/investor-relations/) - [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/) - [Leadership](https://www.nexj.com/company/management-team-board-members/) - [Partners](https://www.nexj.com/company/partner-program/) - [Press Room](https://www.nexj.com/company/press-room/) ## Resource Center - [White Papers](https://www.nexj.com/resources/white-paper/) - [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/) - [Brochures](https://www.nexj.com/resources/brochure/) - [Case Studies](https://www.nexj.com/resources/case-studies/) - [Videos](https://www.nexj.com/resources/video/) - [Webinars](https://www.nexj.com/resources/webinar/) ## Contact us [Info@nexj.com](mailto:Info@nexj.com) NexJ Systems Inc. 10 York Mills Road, Suite 700 Toronto, Ontario M2P 2G4 Canada P: +1 (416) 222-5611 F: +1 (416) 222-8623 - [Facebook](http://www.facebook.com) - [Twitter](http://www.twitter.com) - [Linkedin](http://www.linkedin.com) - [YouTube](https://www.youtube.com/user/nexjsystems/) #### Related CRM Topics for the Finance & Insurance Industry - [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/) - [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/) - [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/) - [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/) - [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/) - [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/) - [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/) - [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/) - [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/) - [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/) Copyright © 2026 NexJ Systems Inc. All Rights Reserved. ![](https://ws.zoominfo.com/pixel/JhhNmN2VoGY4qqP29rjm) ![](https://dc.ads.linkedin.com/collect/?pid=205626&fmt=gif) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "NexJ Systems Inc.", "url" : "https://resource.nexj.com/blog/author/superadminsystems9" }, "dateModified" : "2020-06-23T19:41:18.351Z", "datePublished" : "2018-07-18T15:50:08.000Z", "headline" : "NexJ: Delivering Industry Leading CRM", "image" : [ "https://resource.nexj.com/hubfs/NexJ_Delivering_Industry_Leading_CRM-768x367.png" ], "mainEntityOfPage" : { "@id" : "https://resource.nexj.com/blog/2018/07/18/nexj-delivering-industry-leading-crm", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://resource.nexj.com/hubfs/nexj.png" }, "name" : "NexJ Systems Inc." } } ```