TOPIC // Wealth Management

NexJ CRM for Wealth Management: Highlights

Looking for a CRM to meet your needs, but struggling to identify what features your advisors will actually use? Learn what a CRM truly made for wealth management means. Boost your advisors productivity by giving them the ability to view households and spheres of influence, the chance to engage them with personalized content and ultimately engage them at the right time with next best actions.  


Interested in learning more about our technological advances specifically designed for wealth management? Download Celent's 
"XCelent CRM Platforms: North America Wealth Management Edition" and learn how you can stand above the rest of the pack. 

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