True Wealth Management CRM Has These Things in Common  

CRM is a bit of a catch-all term these days. Originally, meant as a way of centralizing all of your relationship interactions with your client. As technology and the industry advanced so did the buzzwords and trends. Add the evolution of vertical industry-specific CRM and you have an umbrella of terms and features that obscures what a CRM, let alone a CRM built for Wealth Management is. So, what exactly makes a Wealth Management focused CRM? 

Read Post  

Wealth Management Specific CRM Is Important. Why Aren’t Other Vendors Delivering?

In July, Celent awarded NexJ the highest Advanced Technology score among all the wealth management CRM platforms they evaluated for their 2021 report. This was not the first time NexJ has been acknowledged for its superior technology – Aite-Novarica Group also recently recognized NexJ as best in class.  We are grateful for this acknowledgment, which further explains why leading wealth mangers including UBS, Wells Fargo, and RBC selected NexJ to be the core of their advisor desktop.   

Read Post  

Improve Engagement with Automated Personalized Content

Communication is key when it comes to building a relationship between wealth managers and clients, but how do you keep a consistent approach?

Read Post  

CRM Is Key to True Hyper-Personalization

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. More and more wealth management firms are beginning to recognize that the ability to understand a customer better, based upon an understanding of individual likes and dislikes, enables them to offer solutions tailor-made for specific needs. This leads to product differentiation, deeper client engagement and, ultimately, customer loyalty.

Read Post  

Successful Advisors Service the Household, Not the Individual. Here’s How We Help.

Wealth management is all about trust. It is about giving an advisor control of your financial health and security and depending upon that advisor to make or recommend decisions that help you meet your financial goals. When we, as CRM vendors, focus on features that give our products an edge, we always focus on how specific features can help advisors build more trust. This is what makes relationship hierarchies so important.

Read Post  

Forget Happiness; Success Is the Key to Keeping Your Customers.

"Coming together is a beginning; keeping together is progress; working together is success." – Henry Ford

You’ll often hear the adage “You’re the team that has to make customers happy” when you’re a part of the customer experience department. While keeping happy customers is obviously a goal, this is not how we would describe the role of the department. A focus on an abstract sentiment like “happiness” deflects attention from the more crucial challenge for a Customer Success Manager – making sure customers stay customers.

Read Post  

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…

Read Post  

Hyper-Personalization Is Key to a Firm’s Success. Here’s How We Make It an Effortless Experience.

Many firms claim they offer a “Netflix” like approach to their clients, but do they have the tools in place to create a seamlessly personalized experience?

Read Post  

Scaling Down to Scale Up Using Kong’s API Gateway

At NexJ, the pioneer of intelligent customer management with client engagement products designed for the financial services industry, we sought to capture the full addressable market by breaking down the monolith and going API-first. At the core, many organizations choose to shift this direction for scalability and connectivity, but the value-add can be exponential. Here is a deeper dive into our implementation journey with Kong.

Read Post  

NexJ Drives End-to-End Connectivity With Kong to Scale CRM Solutions

In a recent presentation at Destination: Scale, I gave an inside look into how NexJ, the pioneer of intelligent customer management with client engagement products designed for the financial services industry, expanded our customer base utilizing modern architecture focused on scalability and connectivity.

Read Post  

At RBC, an Advisor's Success Starts with an Integrated Advisor Desktop

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.

Read Post  

Invested Users Are The Key To Maximizing User Adoption: Part Three Of Our Series On Best Practices

How are you maximizing your CRM adoption initiatives?

In our last blog 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. Today, I’d like to discuss the last three of the 9 best practices for user adoption, which are Engaging, Offering, and Measuring.

Read Post  

Leave a Reply

Content not found