Adam Edmonds

NexJ’s Integrated Advisor Desktop Is Key to RBC's Success

Recently, Investment Executive (IE) released their 2020 Brokerage Report Card 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.

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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?

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Salesforce Customers Could Have Had A Better Week If They Had Picked A Private Cloud Solution

We saw the complaints online, read the messages on Twitter, checked out memes that circulated all weekend, and thought long and hard about the massive outage that affected a whole lot of Salesforce users. 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.

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Invested Users: Best Practices of Maximizing User Adoption, Part 3

In my last blog [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.

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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," 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." 

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Digital Content Part II: Customer Engagement

In my previous blog, 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. 

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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.

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Chatting with Developers: Agile Development Practises

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.

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Servicing the Client 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.” 

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