Personalized Content Helps Wealth Managers Drive Engagement. Here’s 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.

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Here’s 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.

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CRM Can Address Challenges Faced By Advisors In A Post-Pandemic World. Here’s How

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

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Technical Communicators at NexJ Systems Foster A Symphony of Collaboration

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

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Here’s Why A Proof Of Concept Can Increase The Chances Of Your Project’s 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?

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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.

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For Financial Services Firms Interested In Hyper-Personalization, CRM Is Always The Key

It is based upon the fact that customer expectations have changed across businesses and sectors, with customers now expecting the same kind of engagement from financial institutions that they do with other products or services.

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NexJ Adopts a ‘Safety First’ Approach to Dealing with COVID-19

Support

Our customers will continue to experience the same superior level of support they are accustomed to from our global support organization.

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Here’s How Leveraging Client Information Can Help You Become The Banker of Choice

Innovation and a global approach

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When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor user 

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How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions

We put forth a few questions to Andrew Cant, our VP, Financial Services Solutions, about what some institutions call Concierge Service, others Platinum

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Want To Make An Important Client Feel Special? Let Our CRM Elevate Your Concierge Service

The private banking industry uses all sorts of labels, from Concierge Service and Platinum Service to High-End, Superior, Luxury or Premium Service, to describe something very elemental: The need for customers to feel special. We get that. 

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