---
title: NexJ Systems Inc. | Blog | client engagement
description: client engagement |
---

[![nexj-white-blue](https://resource.nexj.com/hs-fs/hubfs/nexj-white-blue.jpg?width=140&height=200&name=nexj-white-blue.jpg "nexj-white-blue")](https://www.nexj.com)

[Back to Corporate Website](https://www.nexj.com/)

[Featured Posts](https://resource.nexj.com/blog/tag/artificial-intelligence)

## [Practical AI for Improved Client Engagement](https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement)

Posted on: Nov 11, 2022 [Read Blog Post](https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement)

[Featured Posts](https://resource.nexj.com/blog/tag/wealth-management)

## [Client Focused Reforms and the Impacts on Your Firm](https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm)

Posted on: Sep 23, 2022 [Read Blog Post](https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm)

[Featured Posts](https://resource.nexj.com/blog/tag/advisors)

## [Dial Up Client Engagement to Succeed in Volatile Markets](https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets)

Posted on: Sep 16, 2022 [Read Blog Post](https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets)

Stay Informed

## subscribe **today**

<https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement&title=Practical%20AI%20for%20Improved%20Client%20Engagement&description=Artificial%20intelligence%20is%20becoming%20increasingly%20prevalent%20in%20our%20activities,%20and%20it's%20safe%20to%20say%20we%20interact%20with%20AI%20more%20than%20we%20know%20it.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement&text=Practical%20AI%20for%20Improved%20Client%20Engagement%20-%20https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement&title=Practical%20AI%20for%20Improved%20Client%20Engagement&summary=Artificial%20intelligence%20is%20becoming%20increasingly%20prevalent%20in%20our%20activities,%20and%20it's%20safe%20to%20say%20we%20interact%20with%20AI%20more%20than%20we%20know%20it.>

## [Practical AI for Improved Client Engagement](https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement)

 The acronym AI needs almost no explanation. Artificial intelligence is becoming increasingly prevalent in our daily activities, and it's safe to say we interact with AI several times a day without knowing it.

[Read Post  ](https://resource.nexj.com/blog/practical-ai-for-improved-client-engagement)

<https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm&title=Client%20Focused%20Reforms%20and%20the%20Impacts%20on%20Your%20Firm&description=With%20the%20implementation%20of%20the%20CSA's%20Client-Focused%20Reforms%20on%20December%2031,%202021,%20the%20wealth%20advisory%20industry%20has%20had%20to%20shift%20dramatically%20to%20adapt.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm&text=Client%20Focused%20Reforms%20and%20the%20Impacts%20on%20Your%20Firm%20-%20https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm&title=Client%20Focused%20Reforms%20and%20the%20Impacts%20on%20Your%20Firm&summary=With%20the%20implementation%20of%20the%20CSA's%20Client-Focused%20Reforms%20on%20December%2031,%202021,%20the%20wealth%20advisory%20industry%20has%20had%20to%20shift%20dramatically%20to%20adapt.>

## [Client Focused Reforms and the Impacts on Your Firm](https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm)

 With the implementation of the final half of the [CSA's Client-Focused Reforms](https://www.securities-administrators.ca/resources/client-focused-reforms/) on December 31, 2021, the wealth advisory industry has had to shift dramatically to adapt. Many requirements further constrain agents' time that could be used to build their books of business. Your advisors now need access to and provide much more information about investment products. "Know your product" and "know your client" require strict adherence from advisors to protect their careers and the interests and earnings of your firm.

[Read Post  ](https://resource.nexj.com/blog/client-focused-reforms-and-the-impacts-on-your-firm)

<https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets&title=Dial%20Up%20Client%20Engagement%20to%20Succeed%20in%20Volatile%20Markets&description=In%20a%20period%20of%20rising%20interest%20rates,%20market%20volatility,%20and%20conflicting%20signals,%20the%20expertise%20and%20personal%20connection%20of%20a%20human%20advisor%20provides%20value%20to%20clients.>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets&text=Dial%20Up%20Client%20Engagement%20to%20Succeed%20in%20Volatile%20Markets%20-%20https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets&title=Dial%20Up%20Client%20Engagement%20to%20Succeed%20in%20Volatile%20Markets&summary=In%20a%20period%20of%20rising%20interest%20rates,%20market%20volatility,%20and%20conflicting%20signals,%20the%20expertise%20and%20personal%20connection%20of%20a%20human%20advisor%20provides%20value%20to%20clients.>

## [Dial Up Client Engagement to Succeed in Volatile Markets](https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets)

It’s easy to imagine yourself to be quite the sailor when the sun is shining and the sea is calm – but when a storm blows in, many people who thought they could handle their own ship will decide maybe hiring a captain isn’t such a bad idea.

[Read Post  ](https://resource.nexj.com/blog/dial-up-client-engagement-to-succeed-in-volatile-markets)

## Leave a Reply

Content Title

Description

Stay Informed

## subscribe **today**

![16](https://cdn2.hubspot.net/hub/5152923/hubfs/HP_Theme/images/16.jpg?width=3953&name=16.jpg "16")

## Industry Solutions

- [CRM for Wealth Management](https://www.nexj.com/industry-solutions/wealth-management/)
- [CRM for Private Banking](https://www.nexj.com/industry-solutions/private-banking/)
- [CRM for Sales, Trading & Research](https://www.nexj.com/industry-solutions/sales-trading-and-research/)
- [CRM for Commercial Banking](https://www.nexj.com/industry-solutions/commercial-banking/)
- [CRM for Corporate Banking](https://www.nexj.com/industry-solutions/corporate-banking/)
- [CRM for Insurance](https://www.nexj.com/industry-solutions/insurance/)

## Our Company

- [About Us](https://www.nexj.com/company/about-nexj-systems/)
- [Investor Relations](https://www.nexj.com/company/investor-relations/)
- [Analyst Coverage](https://www.nexj.com/company/analyst-coverage/)
- [Leadership](https://www.nexj.com/company/management-team-board-members/)
- [Partners](https://www.nexj.com/company/partner-program/)
- [Press Room](https://www.nexj.com/company/press-room/)

## Resource Center

- [White Papers](https://www.nexj.com/resources/white-paper/)
- [Analyst Reports](https://www.nexj.com/resources/industry-analyst-reports/)
- [Brochures](https://www.nexj.com/resources/brochure/)
- [Case Studies](https://www.nexj.com/resources/case-studies/)
- [Videos](https://www.nexj.com/resources/video/)
- [Webinars](https://www.nexj.com/resources/webinar/)

## Contact us

[info@nexj.com](mailto:info@nexj.com)  
NexJ Systems Inc.  
10 York Mills Road, Suite 700  
Toronto, Ontario M2P 2G4  
Canada  
P: +1 (416) 222-5611  
F: +1 (416) 222-8623

- [Facebook](https://www.facebook.com/nexjsystems/)
- [Twitter](https://twitter.com/nexj?lang=en)
- [Linkedin](https://www.linkedin.com/company/279345/admin/)
- [YouTube](https://www.youtube.com/user/nexjsystems/)

#### Related CRM Topics for the Finance & Insurance Industry

- [BPM Software](https://www.nexj.com/industry-solutions/topics/business-process-management-bpm-software/)
- [Client Lifecycle Management](https://www.nexj.com/industry-solutions/topics/client-lifecycle-management/)
- [Contact Centre CRM](https://www.nexj.com/industry-solutions/topics/contact-centre-crm-software/)
- [Digital Engagement](https://www.nexj.com/industry-solutions/topics/digital-engagement/)
- [Financial Advisor CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-advisors/)
- [Financial Services CRM](https://www.nexj.com/industry-solutions/topics/crm-for-financial-services/)
- [Intelligent Customer Management](https://www.nexj.com/industry-solutions/intelligent-customer-management/)
- [MiFID II Compliance](https://www.nexj.com/industry-solutions/topics/mifid-ii-compliance-for-wealth-management-and-private-banking/)
- [Suitability & Appropriateness](https://www.nexj.com/industry-solutions/topics/suitability-and-appropriateness/)
- [User Adoption for CRM](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)

Copyright © 2026 NexJ Systems Inc. All Rights Reserved.

![](https://ws.zoominfo.com/pixel/JhhNmN2VoGY4qqP29rjm) ![](https://dc.ads.linkedin.com/collect/?pid=205626&fmt=gif)