TOPIC // 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, 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 and North American Market 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.

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