---
title: NexJ Systems Inc. | Blog | Adam Edmonds
---

[![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.jpg?width=140&height=200&name=nexj-white-blue.jpg "nexj-white-blue")](https://www.nexj.com)

[Back to Corporate Website](https://www.nexj.com/)

[Featured Posts](https://resource.nexj.com/blog/tag/wealth-management)

## [NexJ’s Integrated Advisor Desktop Is Key to RBC's Success](https://resource.nexj.com/blog/nexjs-integrated-advisor-desktop-is-key-to-rbcs-success)

Posted on: Feb 23, 2022 [Read Blog Post](https://resource.nexj.com/blog/nexjs-integrated-advisor-desktop-is-key-to-rbcs-success)

[Featured Posts](https://resource.nexj.com/blog/tag/wealth-management)

## [How Integrated CRM Platforms Elevate Wealth Management Marketing](https://resource.nexj.com/blog/how-integrated-crm-platforms-elevate-wealth-management-marketing)

Posted on: Dec 7, 2021 [Read Blog Post](https://resource.nexj.com/blog/how-integrated-crm-platforms-elevate-wealth-management-marketing)

[Featured Posts](https://resource.nexj.com/blog/tag/insurance)

## [Salesforce Customers Could Have Had A Better Week If They Had Picked A Private Cloud Solution](https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution)

Posted on: May 23, 2019 [Read Blog Post](https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution)

## Adam Edmonds

Stay Informed

## subscribe **today**

<https://resource.nexj.com/blog/nexjs-integrated-advisor-desktop-is-key-to-rbcs-success>

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## [NexJ’s Integrated Advisor Desktop Is Key to RBC's Success](https://resource.nexj.com/blog/nexjs-integrated-advisor-desktop-is-key-to-rbcs-success)

Recently, [Investment Executive](https://www.investmentexecutive.com/) (IE) released their [2020 Brokerage Report Card](https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2020-main-chart-2/) in which RBC had the highest net promoter score of all the large bank-owned investment firms.  IE creates the report card by surveying advisors from each firm.  Why did RBC score so well? Because they provide the best tools to help advisors focus on client engagement and deal with rapidly changing regulations. In 2020, RBC scored the highest in the "Technology tools & advisors desktop" category.  They also scored highest for support in dealing with changing regulations.

[Read Post  ](https://resource.nexj.com/blog/nexjs-integrated-advisor-desktop-is-key-to-rbcs-success)

<https://resource.nexj.com/blog/how-integrated-crm-platforms-elevate-wealth-management-marketing>

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## [How Integrated CRM Platforms Elevate Wealth Management Marketing](https://resource.nexj.com/blog/how-integrated-crm-platforms-elevate-wealth-management-marketing)

The wealth management industry has always been competitive. With the advent of robo-advisors, retail investor apps and financial firms of all stripes entering the fray, each promising potential clients more of what they want, how can an advisor stand above the crowd and attract the right kind of clients?

[Read Post  ](https://resource.nexj.com/blog/how-integrated-crm-platforms-elevate-wealth-management-marketing)

<https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution>

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## [Salesforce Customers Could Have Had A Better Week If They Had Picked A Private Cloud Solution](https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution)

We saw the [complaints online](https://downdetector.com/status/salesforcecom), read the [messages on Twitter](https://twitter.com/hashtag/salesforcedown?lang=en), checked out memes that circulated all weekend, and thought long and hard about the [massive outage that affected a whole lot of Salesforce users](https://www.techradar.com/news/salesforce-resolves-massive-outage-with-gradual-access-restoration). There were conflicting reports at first but, apparently, the deployment of a database script inadvertently gave users broader access than intended. This is a polite way of saying there were serious issues related to security that affected a lot of paying customers.

[Read Post  ](https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution)

<https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3>

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## [Invested Users: Best Practices of Maximizing User Adoption, Part 3](https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3)

In my last blog [**\[Invested Users: Best Practices of Maximizing User Adoption, Part 2\]**](https://www.nexj.com/2018/08/20/invested-users-best-practices-of-maximizing-user-adoption-part-2/), I discussed NexJ's second set of three best practices for user adoption, and why planning, partnering, and encouraging leadership are crucial steps in the process of engaging your users with your CRM.

[Read Post  ](https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3)

<https://resource.nexj.com/blog/2017/11/10/omni-channel-to-omni-digital-the-new-normal>

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## [Omni-channel to Omni-digital: The New Normal](https://resource.nexj.com/blog/2017/11/10/omni-channel-to-omni-digital-the-new-normal)

PwC's 2017 Digital Banking Consumer Survey summary, "[(Don't) take it to the bank: What customers want in the digital age](https://www.pwc.com/us/en/financial-services/publications/assets/pwc-fsi-whitepaper-digital-banking-consumer-survey.pdf)," proposes a new segment of consumers they've called "omni-digital." They define omni-digital customers as those who "don't use physical channels like branches or call centers to interact with their financial institutions." 

[Read Post  ](https://resource.nexj.com/blog/2017/11/10/omni-channel-to-omni-digital-the-new-normal)

<https://resource.nexj.com/blog/2017/07/26/digital-content-part-ii-customer-engagement>

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## [Digital Content Part II: Customer Engagement](https://resource.nexj.com/blog/2017/07/26/digital-content-part-ii-customer-engagement)

In my [previous blog](https://www.nexj.com/2017/05/31/digital-content-part-i-creating-a-strong-unique-personal-brand/), I discussed the importance of using content to create a personal brand on social media. To recap, NexJ Digital Engagement uses Artificial Intelligence to match articles from public news and internal sources to a profile that is unique to each financial advisor or banker. 

[Read Post  ](https://resource.nexj.com/blog/2017/07/26/digital-content-part-ii-customer-engagement)

<https://resource.nexj.com/blog/2017/06/12/sunsetting-an-obsolete-system>

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## [Sunsetting an Obsolete System](https://resource.nexj.com/blog/2017/06/12/sunsetting-an-obsolete-system)

So when a system stops receiving support or development, it affects the health of the entire company. It can become expensive to maintain, difficult to upgrade, or so obsolete it risks pulling the company behind the competition. When people can't or aren't using the system, or when the system isn't able to provide the functionality that's needed, the organization must replace it.

[Read Post  ](https://resource.nexj.com/blog/2017/06/12/sunsetting-an-obsolete-system)

<https://resource.nexj.com/blog/2017/03/16/chatting-with-developers-agile-and-agility>

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## [Chatting with Developers: Agile Development Practises](https://resource.nexj.com/blog/2017/03/16/chatting-with-developers-agile-and-agility)

I'm not a developer. I don't work with code, and though I use computers every day, I don't understand what's running in the background. But that's okay, because I'm a writer instead. So I spend a lot of time asking developers about their process and trying to understand how they do what they do and why. Fortunately for me, they tend to be very patient people.

[Read Post  ](https://resource.nexj.com/blog/2017/03/16/chatting-with-developers-agile-and-agility)

<https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey>

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## [Servicing the Client Across Their Journey](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey)

In any industry, like financial services, that relies on maintaining deep relationships with their clients, it’s critical to understand and service the client across their entire journey. Successful client experience solutions focus on features across what we call the “The Customer Lifecycle.” 

[Read Post  ](https://resource.nexj.com/blog/2017/03/14/servicing-the-customer-across-their-journey)

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## 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

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#### 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/)

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