TOPIC // Wealth Management

Leaders in the Field: NexJ Receives XCelent Award for Technology

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. 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 report on “CRM Platforms: North American Wealth Management Edition” and awarded NexJ the XCelent award for Technology it was another sign that NexJ continuously pushes the envelope in the market.

NexJ was specifically recognized for being an industry leader in our robust solutions and application of AI. Our capabilities to deploy solutions that meet the needs of both wirehouses and the RIA market were also lauded. Additionally, adapting to the service models required of UHNW/UHN white-glove service, or the wider market showed how innovative our product truly is. Our everyday efforts to improve our robust offering have truly made us a best-in-class CRM provider.

"NexJ is unique in that it has a vertical solution that can meet the needs of both large wirehouses (50% of wirehouses use NexJ) and the RIA market through partnerships with vendors such as AdvisorStream. Additionally, it can meet the different service models required by the UHNW/HNW and MA clients, with the higher end requiring a white glove or concierge services while the wider market focuses on investment advice and trades."
Source: Celent

Not only did we score well across the board, but we were also praised for our product and domain knowledge, and overall approach to financial services. We were specifically given credit for our client-specific knowledge. It’s great to know our dedication to bringing a product that truly meets the needs of our clients is appreciated.

Our efforts towards addressing the evolving needs of advisors continue 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 AI-powered assistants to ensure our client’s success in these ever-changing times.

Being recognized for our dedication to technological advancement 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.

Read the Report

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