Welcome , explore our blogs to gain insight on industry and market trends, visibility to what our subject matter experts have to share, and a preview to all NexJ updates. Stay informed - subscribe NexJ blog updates 

Don’t use the same CRM they use for Hospitality! Use Financial Services CRM

 “VerticalCRM will be the preferred CRM Choice in the next three years”1

Read Post

Vertical CRM: Because When Did One Size Ever Fit All?

Our CRM capabilities and features are targeted towards a specific set of users, job requirements, or departments within an organization.

How does NexJ do it?

In: Insurance
Read Post

Invested Users: Best Practices of Maximizing User Adoption, Part 3

In my last blog [Invested Users: Best Practices of Maximizing User Adoption, Part 2], 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.

In: Finance
Read Post

Recapping CDAO: Examining the Transformation of Risk Management

Last week's CDAO presentation on Single-Family Data Governance & Management by Freddie Mac illustrated how traditional back office activities are aligning and impacting front office processes.  We continue our recap of lessons learned at CDAO with this week's focus on risk management. This April, we were delighted to attend as well as participate in the Financial Services-focused Chief Data & Analytics Officer conference in Boston.  This annual gathering brought together senior-level data practitioners in financial services to share their latest innovations, best practices, challenges and use cases.  The concept of monetizing or commercializing data assets is revolutionizing the Financial Services industry by using governed data strategies partnered with business initiatives to realize data-driven transformation benefits.

Read Post

Experts in Our Field: NexJ Recognized as Leaders in Nucleus Research Value Matrix

Our hard work continues to get noticed as Nucleus Research, a global research and advisory firm, has once again recognized us as an Expert in their most recent CRM Value Matrix.

In: Finance
Read Post

Thoughts from Digital Integration in Wealth Management 2018

Back for it’s 2nd year, the Digital Integration in Wealth Management conference took place last week in London, UK at the Chelsea Harbour Hotel. The two-day event, put on by the folks at Arena Financial, brought together industry thought leaders in Wealth Management.

Read Post

The Best CRM for Wealth Management

I admit it; though I’ve been marketing software companies for many years, when it comes to earning recognition from the industry, I still feel a great sense of achievement. So when Aite Group, a global research and advisory firm, recognized NexJ for being top in features and technology in their report Next-Era Wealth Management CRM: Technologies to Acquire and Engage, I was elated.

Read Post

Leave a Reply