---
title: NexJ Systems Inc. | Blog | NexJ Systems Inc. (6)
description: (6)
---

[![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/crm)

## [Using An Obsolete CRM Can Be Damaging To Your Firm In More Ways Than One](https://resource.nexj.com/blog/using-an-obsolete-crm-can-be-damaging-to-your-firm-in-more-ways-than-one)

Posted on: May 26, 2021 [Read Blog Post](https://resource.nexj.com/blog/using-an-obsolete-crm-can-be-damaging-to-your-firm-in-more-ways-than-one)

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

## [How Your CRM Manages Relationship Hierarchy Can Define How Well You Know Your Customers](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

Posted on: May 19, 2021 [Read Blog Post](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

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

## [Wealth Management Advisors Should be Using CRM Designed for Wealth Management Advisors](https://resource.nexj.com/blog/wealth-management-advisors-should-be-using-crm-designed-for-wealth-management-advisors)

Posted on: May 12, 2021 [Read Blog Post](https://resource.nexj.com/blog/wealth-management-advisors-should-be-using-crm-designed-for-wealth-management-advisors)

## NexJ Systems Inc.

Stay Informed

## subscribe **today**

<https://resource.nexj.com/blog/using-an-obsolete-crm-can-be-damaging-to-your-firm-in-more-ways-than-one>

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## [Using An Obsolete CRM Can Be Damaging To Your Firm In More Ways Than One](https://resource.nexj.com/blog/using-an-obsolete-crm-can-be-damaging-to-your-firm-in-more-ways-than-one)

In the anatomy of a financial services organization, software is the circulatory system. It picks up the data in the brain, or database, and delivers it to where it's needed. It connects all the parts of the body together and ensures the body is working well as a single entity.

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/using-an-obsolete-crm-can-be-damaging-to-your-firm-in-more-ways-than-one)

<https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers&title=How%20Your%20CRM%20Manages%20Relationship%20Hierarchy%20Can%20Define%20How%20Well%20You%20Know%20Your%20Customers&description=Everyone%20in%20the%20corporate%20and%20investment%20banking%20space%20understands%20that%20the%20right%20CRM%20solution%20can%20help%20with%20everything%20from%20increasing%20lead%20conversion%20and%20personalizing%20customer%20journeys%20to%20improving%20customer%20experiences%20and,%20ultimately,%20boosting%20sales.%20And%20yet,%20even%20though%20your%20CRM%20may%20claim%20to%20give%20you%20a%20better%20understanding%20of%20your%20customer,%20there%20are%20two%20words%20that%20make%20all%20the%20difference%20to%20how%20effectively%20software%20does%20this:%20relationship%20hierarchy.>
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## [How Your CRM Manages Relationship Hierarchy Can Define How Well You Know Your Customers](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

## Don't capsize your client relationships with poor info!

Trying to tell corporate and investment bankers about the importance of understanding their customers is a lot like listing the benefits of butter to a pastry chef. They get it. They know it really, really well. And yet, considering we are in the business of Customer Relationship Management, I sometimes can’t help but question what this means.

[Read Post  ](https://resource.nexj.com/blog/how-your-crm-manages-relationship-hierarchy-can-define-how-well-you-know-your-customers)

<https://resource.nexj.com/blog/wealth-management-advisors-should-be-using-crm-designed-for-wealth-management-advisors>

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## [Wealth Management Advisors Should be Using CRM Designed for Wealth Management Advisors](https://resource.nexj.com/blog/wealth-management-advisors-should-be-using-crm-designed-for-wealth-management-advisors)

# Amp your adoption rate with the right vertical-specific CRM

* “Vertical CRM will be the preferred CRM Choice in the next three years”-Kate Leggett1*

[Read Post  ](https://resource.nexj.com/blog/wealth-management-advisors-should-be-using-crm-designed-for-wealth-management-advisors)

<https://resource.nexj.com/blog/everyone-promises-increased-productivity.-the-question-is-can-they-deliver>

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## [Everyone Promises Increased Productivity. The Question Is, Can They Deliver?](https://resource.nexj.com/blog/everyone-promises-increased-productivity.-the-question-is-can-they-deliver)

## **Vendors Say The Darndest Things**

Who doesn’t want their team to work faster? And not just faster, but better as well? It’s what we all want. That’s why ‘increasing productivity’ is a key driver behind many front-office system upgrades. It’s also the reason so many vendors promise productivity improvements. So, how do you sort out the empty promises from the legitimate ones? The simple answer: do your research. Ask questions, and demand proof.

[Read Post  ](https://resource.nexj.com/blog/everyone-promises-increased-productivity.-the-question-is-can-they-deliver)

<https://resource.nexj.com/blog/we-took-on-some-the-worlds-biggest-crm-vendors.-guess-what-we-won>

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## [We Took On Some The World’s Biggest CRM Vendors. Guess What We Won?](https://resource.nexj.com/blog/we-took-on-some-the-worlds-biggest-crm-vendors.-guess-what-we-won)

It seemed like the perfect dare to end 2020 with: Take on some of the world's leading CRM and CX tech providers in a battle that had nothing to do with what we usually do best.

[Read Post  ](https://resource.nexj.com/blog/we-took-on-some-the-worlds-biggest-crm-vendors.-guess-what-we-won)

<https://resource.nexj.com/blog/heres-why-wealth-managers-have-more-challenges-to-deal-with-than-ever-before>

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## [Here’s Why Wealth Managers Have More Challenges To Deal With Than Ever Before](https://resource.nexj.com/blog/heres-why-wealth-managers-have-more-challenges-to-deal-with-than-ever-before)

**How secure are wealth managers today? This simple, yet interesting question, can yield different answers depending upon when it is asked.**

[Read Post  ](https://resource.nexj.com/blog/heres-why-wealth-managers-have-more-challenges-to-deal-with-than-ever-before)

<https://resource.nexj.com/blog/personalized-content-helps-wealth-managers-drive-engagement.-heres-how-we-make-it-easier>

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## [Personalized Content Helps Wealth Managers Drive Engagement. Here’s How We Make It Easier](https://resource.nexj.com/blog/personalized-content-helps-wealth-managers-drive-engagement.-heres-how-we-make-it-easier)

**It is impossible to overestimate the importance of communication when it comes to the relationship between wealth managers and clients.**

[Read Post  ](https://resource.nexj.com/blog/personalized-content-helps-wealth-managers-drive-engagement.-heres-how-we-make-it-easier)

<https://resource.nexj.com/blog/heres-why-an-integrated-workstation-is-more-important-than-ever>

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## [Here’s Why An Integrated Workstation Is More Important Than Ever](https://resource.nexj.com/blog/heres-why-an-integrated-workstation-is-more-important-than-ever)

**The definition of value has evolved over the past few months for financial services firms as well as their customers.**

[Read Post  ](https://resource.nexj.com/blog/heres-why-an-integrated-workstation-is-more-important-than-ever)

<https://resource.nexj.com/blog/crm-can-address-challenges-faced-by-advisors-in-a-post-pandemic-world.-heres-how>

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## [CRM Can Address Challenges Faced By Advisors In A Post-Pandemic World. Here’s How](https://resource.nexj.com/blog/crm-can-address-challenges-faced-by-advisors-in-a-post-pandemic-world.-heres-how)

**Advisors in financial services firms work with more and more data over time.**

[Read Post  ](https://resource.nexj.com/blog/crm-can-address-challenges-faced-by-advisors-in-a-post-pandemic-world.-heres-how)

<https://resource.nexj.com/blog/technical-communicators-at-nexj-systems-foster-a-symphony-of-collaboration>

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- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/technical-communicators-at-nexj-systems-foster-a-symphony-of-collaboration&title=Technical%20Communicators%20at%20NexJ%20Systems%20Foster%20A%20Symphony%20of%20Collaboration&summary=We%20at%20NexJ%20foster%20a%20“symphony%20of%20collaboration”%20through%20our%20work%20with%20other%20teams%20to%20deliver%20accurate%20and%20complete%20documentation.>

## [Technical Communicators at NexJ Systems Foster A Symphony of Collaboration](https://resource.nexj.com/blog/technical-communicators-at-nexj-systems-foster-a-symphony-of-collaboration)

**Which five albums would you like to be stranded on a desert island with?**

[Read Post  ](https://resource.nexj.com/blog/technical-communicators-at-nexj-systems-foster-a-symphony-of-collaboration)

<https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success&title=Here’s%20Why%20A%20Proof%20Of%20Concept%20Can%20Increase%20The%20Chances%20Of%20Your%20Project’s%20Success&description=While%20traditional%20RFPs%20can%20help%20narrow%20down%20options,%20it%20is%20only%20Proof%20Of%20Concept%20trials%20that%20can%20help%20firms%20find%20the%20right%20solutions.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success&text=Here’s%20Why%20A%20Proof%20Of%20Concept%20Can%20Increase%20The%20Chances%20Of%20Your%20Project’s%20Success%20-%20https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success&title=Here’s%20Why%20A%20Proof%20Of%20Concept%20Can%20Increase%20The%20Chances%20Of%20Your%20Project’s%20Success&summary=While%20traditional%20RFPs%20can%20help%20narrow%20down%20options,%20it%20is%20only%20Proof%20Of%20Concept%20trials%20that%20can%20help%20firms%20find%20the%20right%20solutions.>

## [Here’s Why A Proof Of Concept Can Increase The Chances Of Your Project’s Success](https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success)

**In a post-pandemic world that frowns upon unnecessary risk-taking, the question all firms should be asking is: Can an RFP ever be enough?**

[Read Post  ](https://resource.nexj.com/blog/heres-why-a-proof-of-concept-can-increase-the-chances-of-your-projects-success)

<https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust&title=Unusual%20Times%20Call%20For%20Solutions%20That%20Can%20Help%20Build%20Customer%20Trust&description=What%20does%20customer%20trust%20mean?%20There%20is%20always%20a%20consensus%20on%20how%20this%20involves%20the%20building%20of%20trust%20between%20advisors%20and%20clients.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust&text=Unusual%20Times%20Call%20For%20Solutions%20That%20Can%20Help%20Build%20Customer%20Trust%20-%20https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust&title=Unusual%20Times%20Call%20For%20Solutions%20That%20Can%20Help%20Build%20Customer%20Trust&summary=What%20does%20customer%20trust%20mean?%20There%20is%20always%20a%20consensus%20on%20how%20this%20involves%20the%20building%20of%20trust%20between%20advisors%20and%20clients.>

## [Unusual Times Call For Solutions That Can Help Build Customer Trust](https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust)

For those in Wealth Management, what has emerged is the acknowledgment that customer engagement is more critical than ever before. 

Advisors who understand their clients better, and then use this understanding to meet specific needs more effectively, are going to emerge from this unprecedented crisis in better shape than the rest.

[Read Post  ](https://resource.nexj.com/blog/2020/05/20/unusual-times-call-for-solutions-that-can-help-build-customer-trust)

- <https://resource.nexj.com/blog/author/superadminsystems9/page/5>
- [4](https://resource.nexj.com/blog/author/superadminsystems9/page/4)
- [5](https://resource.nexj.com/blog/author/superadminsystems9/page/5)
- [6](https://resource.nexj.com/blog/author/superadminsystems9/page/6)
- [7](https://resource.nexj.com/blog/author/superadminsystems9/page/7)
- [8](https://resource.nexj.com/blog/author/superadminsystems9/page/8)
- <https://resource.nexj.com/blog/author/superadminsystems9/page/7>

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#### Related CRM Topics for the Finance & Insurance Industry

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- [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)

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