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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
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Financial Services Need To Take Compliance Seriously Because The Benefits Are Very Real

We empathize. Really, we do. We are an award-winning software company thanks to CRM products that help financial services organizations globally, which is why we empathize the minute ‘compliance’ is mentioned. 

In: Finance
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Continuous Integration, Continuous Delivery, and Continuous Deployment

The Financial Services industry is a fast-paced environment. With constantly changing and increasing compliance regulations, client expectations, and access to information, financial services organizations need access to the newest and best tools. 

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NexJ’s Dynamic, Flexible, and Centralized Security Model

The increasing popularity of internet banking and mobile access are paired with increasing regulation and scrutiny. This means both more possibility for issues and more consequences when issues arise. NexJ enables firms to manage and protect information with a robust, centralized security model.

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British Airways Just Learned A Lesson That Financial Institutions Figured Out A Long Time Ago

This is a question that increasingly occupies a lot of minds across industries. For financial service providers, it depends on not just how their customer data is stored and protected, but how it is processed and used on a day to day basis. 

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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
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Invested Users: Best Practices of Maximizing User Adoption, Part 2

In my last blog, I discussed NexJ's first three best practices of user adoption, and why developing, analyzing, and aligning are crucial steps in the process of engaging your users with your CRM. Today, I'd like to discuss the next three of the 9 best practices for user adoption, which are planning, partnering, and encouraging.

In: Finance
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Invested Users: Best Practices of Maximizing User Adoption

In a previous blog, I discussed how to measure your user adoption rates, and the effectiveness of comparing quantitative and qualitative results. Because users can log into your CRM system, without actually using it, it's possible to have extremely high quantitative results without having high user adoption.

In: Finance
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Next Best Decision Models

Some of you may be familiar with Next Best Action in the context of Sales & Marketing, where the consideration is which offer is most appropriate for which customer at a point in time. Extending Next Best Action to customer service seems a natural progression, considering the service representative is already engaged with the customer, and presuming the interaction went well, means extending the dialog with an appropriate offer. 

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AI in Financial Services: Work Faster, Better, and Smarter Today.

It’s interesting that artificial intelligence is such a hot topic these days because AI itself is not new. The concept of an ‘artificial brain’ was discussed by scientists in the 1930s. In 1950, Alan Turing created the Turing Test to distinguish machines from ‘thinking’ machines.

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Applied Analytics and Artificial Intelligence in Wealth Management

Will they run the markets and become our new overlords? Pushing science fiction aside, I think there are some key realistic expectations we can all start to consider as achievable with today’s technology.

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UK Regulatory Compliance Series – Automating to Prevent Financial Crime

In this, the second part of our UK Regulatory Compliance series, I’ll be focusing on requirements for preventing financial crime (also called Anti-Money Laundering or AML requirements.) Again, this is not a unique requirement for financial services firms in the U.K. – preventing financial crime is a pain felt all around the world. 

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The European Market Braces for New Regulations

The financial services industry in Europe is undergoing massive regulatory change of late, perhaps more so than anywhere in the world. They’re not alone in feeling regulatory pressure, of course. Firms around the globe have been dealing with the impact of the last decade’s economic recession and financial crises, in the form of complicated, overlapping, and ever-changing regulations.

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Fintech Helps Advisors to Serve Clients’ Best Interests

For me, wealth management is more than just a target vertical that we serve at NexJ. It’s also my personal area of interest– not just from a fintech perspective, but also from a business and industry perspective. As part of that interest, I keep my own wealth advice training up-to-date with the Canadian Securities Institute (CSI). 

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Client Onboarding: Turn Obligation Into Opportunity

Like every other interaction with business these days, customers expect client onboarding and new account opening to be fast, efficient, and easy. Traditionally, onboarding in financial services has been a paper-based process not known for its efficiency. We’ve all had an experience that went something like this: “I need to ask you some questions … 

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