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 

Servicing the Client Across Their Journey

In any industry, like financial services, that relies on maintaining deep relationships with their clients, it’s critical to understand and service the client across their entire journey. Successful client experience solutions focus on features across what we call the “The Customer Lifecycle.” 

In: Finance
Read Post

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). 

Read Post

Customer-Centric Digital Transformation

For some, it’s about reducing costs by modernizing the back office.  For others, it’s about leveraging disruptors within their enterprise.  For NexJ, it’s all about the customer.In the age of the customer, the customer is in control of their journey.  They dictate how and when they will interact with the firm.  

In: Insurance
Read Post

Chatbots, Robotics and Business Process Management - oh my!

On October 10, 2014 at NexJ’s client day, Julie Ask (@JulieAsk), Forrester Research analyst and co-author of The Mobile Mind Shift, spoke to our customers about the behavior changes occurring as a result of the adoption of smartphones and apps. 

In: Finance
Read Post

Customer Exchange for Financial Services

Next week, I'll be flying to London, England, for the Customer Experience Exchange for Financial Services. The Exchange is a meeting of senior executives responsible for the design, development, and delivery of customer service strategies and solutions. Bringing together a range of exclusive experts from the Financial Services industry, this conference provides valuable information on current and future trends in customer experience.

Read Post

Integrating Advisor Desktops and Customer Portals

Even today, a key attraction for talented advisors (and more importantly their books of business) is offering a fully Integrated Advisor Desktop (IAD) platform. The big warehouses and the successful Investment Banking Divisions (IBD) know that integrating custodians/account management, portfolio management, order entry and management, financial planning, research, and Customer Relationship Management (CRM) are table-stakes these days. 

Read Post

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 … 

Read Post

Toronto Tech 2017

Toronto, my home town, is a great city. The Economist has ranked it as the best city in the world to live in. I’ve lived elsewhere, other Canadian cities and in the USA, but I keep coming back. That said, it’s not often that Toronto plays host to a conference that I would attend.  In 2017, however, two such events have already been scheduled.

In: Insurance
Read Post

A Prioritized, Evolutionary, Best-of- Breed Approach

As part of my job, I review a lot of articles about advisor desktops, platforms, and strategies. Rarely do I get to say that someone truly understands the reality of delivering and executing on them. I work with top wealth management firms regularly on their front-office solution road-maps and implementations, and I can tell you that it’s not easy. How do you cater for so much functionality in a usable but cost-effective way? Financial planning, CRM, portfolio and account management, order management, trade execution, statements and reporting, fee management, social media, etc. – it’s a lot. You cannot build all this in-house – you’re not a technology company, software is not your core competency, and it’s not economically viable to sustain. And as much as there will be a clamoring of vendors to tell you otherwise, the truth is that no “one vendor” can provide the right functional coverage to cater for all these needs.

Read Post

Customer Loyalty Analytics Part IV: Computing Lifetime Value

Last time we spoke about the importance of recognizing value immediately through agile implementation methods.  This time we are going to apply that to the domain of computing a lifetime value metric. So what is a customer lifetime value metric – without the algebra please! 

Read Post

Leave a Reply

    Search form