---
title: NexJ Systems Inc. | Blog | Private Banking
description: Private Banking |
---

[![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)

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

## [When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

Posted on: Feb 28, 2020 [Read Blog Post](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

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

## [How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions)

Posted on: Jan 27, 2020 [Read Blog Post](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions)

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

## [Want To Make An Important Client Feel Special? Let Our CRM Elevate Your Concierge Service](https://resource.nexj.com/blog/2019/07/24/want-to-make-an-important-client-feel-special-let-our-crm-elevate-your-concierge-service)

Posted on: Jul 24, 2019 [Read Blog Post](https://resource.nexj.com/blog/2019/07/24/want-to-make-an-important-client-feel-special-let-our-crm-elevate-your-concierge-service)

Stay Informed

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<https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off>

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## [When It Comes To CRM, User Adoption Is Always A Challenge. Here's How One Of Our Biggest Clients Pulled It Off](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

You may have the best possible CRM solution on the market, a deep vertical award-winning software geared to meet your every need. What you will always struggle with is poor [user ](https://www.nexj.com/industry-solutions/topics/user-adoption-for-financial-services-crm/)adoption.

[Read Post  ](https://resource.nexj.com/blog/2020/02/28/when-it-comes-to-crm-user-adoption-is-always-a-challenge-heres-how-one-of-our-biggest-clients-pulled-it-off)

<https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions>

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## [How Important Is A Concierge Service In Private Banking? An interview with Andrew Cant, VP, Financial Services Solutions](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions)

We put forth a few questions to **Andrew Cant**, our VP, Financial Services Solutions, about what some institutions call Concierge Service, others Platinum

[Read Post  ](https://resource.nexj.com/blog/2020/01/27/how-important-is-a-concierge-service-in-private-banking-an-interview-with-andrew-cant-vp-financial-services-solutions)

<https://resource.nexj.com/blog/2019/07/24/want-to-make-an-important-client-feel-special-let-our-crm-elevate-your-concierge-service>

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## [Want To Make An Important Client Feel Special? Let Our CRM Elevate Your Concierge Service](https://resource.nexj.com/blog/2019/07/24/want-to-make-an-important-client-feel-special-let-our-crm-elevate-your-concierge-service)

The private banking industry uses all sorts of labels, from Concierge Service and Platinum Service to High-End, Superior, Luxury or [Premium Service](https://www.nexj.com/), to describe something very elemental: The need for customers to feel special. We get that. 

[Read Post  ](https://resource.nexj.com/blog/2019/07/24/want-to-make-an-important-client-feel-special-let-our-crm-elevate-your-concierge-service)

<https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution>

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## [Salesforce Customers Could Have Had A Better Week If They Had Picked A Private Cloud Solution](https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution)

We saw the [complaints online](https://downdetector.com/status/salesforcecom), read the [messages on Twitter](https://twitter.com/hashtag/salesforcedown?lang=en), checked out memes that circulated all weekend, and thought long and hard about the [massive outage that affected a whole lot of Salesforce users](https://www.techradar.com/news/salesforce-resolves-massive-outage-with-gradual-access-restoration). There were conflicting reports at first but, apparently, the deployment of a database script inadvertently gave users broader access than intended. This is a polite way of saying there were serious issues related to security that affected a lot of paying customers.

[Read Post  ](https://resource.nexj.com/blog/2019/05/23/salesforce-customers-could-have-had-a-better-week-if-they-had-picked-a-private-cloud-solution)

<https://resource.nexj.com/blog/2019/05/16/if-you-get-data-migration-wrong-how-will-you-get-your-crm-right>

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## [If You Get Data Migration Wrong, How Will You Get Your CRM Right?](https://resource.nexj.com/blog/2019/05/16/if-you-get-data-migration-wrong-how-will-you-get-your-crm-right)

[Data migration](https://www.nexj.com/resource-center/nexj-best-practices-for-data-migration/) involves a change in storage and database or application, which is what makes it a potentially complicated process. This is why we, at NexJ Systems, adopt industry best practices while managing migrations from legacy systems, using our extensive tooling and significant experience with client data encompassing a varying degree of size and scope.

[Read Post  ](https://resource.nexj.com/blog/2019/05/16/if-you-get-data-migration-wrong-how-will-you-get-your-crm-right)

<https://resource.nexj.com/blog/2018/11/09/dont-use-the-same-crm-they-use-for-hospitality-use-financial-services-crm>

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## [Don’t use the same CRM they use for Hospitality! Use Financial Services CRM](https://resource.nexj.com/blog/2018/11/09/dont-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  ](https://resource.nexj.com/blog/2018/11/09/dont-use-the-same-crm-they-use-for-hospitality-use-financial-services-crm)

<https://resource.nexj.com/blog/2018/10/24/vertical-crm-because-when-did-one-size-ever-fit-all>

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## [Vertical CRM: Because When Did One Size Ever Fit All?](https://resource.nexj.com/blog/2018/10/24/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?

[Read Post  ](https://resource.nexj.com/blog/2018/10/24/vertical-crm-because-when-did-one-size-ever-fit-all)

<https://resource.nexj.com/blog/2018/10/16/for-the-record-continuous-deployment-can-lead-to-continuous-benefits>

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## [For The Record, Continuous Deployment Can Lead To Continuous Benefits!](https://resource.nexj.com/blog/2018/10/16/for-the-record-continuous-deployment-can-lead-to-continuous-benefits)

It makes perfect sense here too, because a Continuous Delivery Pipeline is nothing but a set of steps that code changes must go through to make their way to production. This Pipeline has four elements — Continuous Exploration (CE), Continuous Integration (CI), Continuous Deployment, and Release on Demand.

[Read Post  ](https://resource.nexj.com/blog/2018/10/16/for-the-record-continuous-deployment-can-lead-to-continuous-benefits)

<https://resource.nexj.com/blog/2018/09/10/nexjs-dynamic-flexible-and-centralized-security-model>

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## [NexJ’s Dynamic, Flexible, and Centralized Security Model](https://resource.nexj.com/blog/2018/09/10/nexjs-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.

[Read Post  ](https://resource.nexj.com/blog/2018/09/10/nexjs-dynamic-flexible-and-centralized-security-model)

<https://resource.nexj.com/blog/2018/09/05/the-language-around-cloud-and-other-things-that-drive-solution-architects-crazy>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2018/09/05/the-language-around-cloud-and-other-things-that-drive-solution-architects-crazy&title=The%20Language%20Around%20Cloud%20(And%20Other%20Things%20That%20Drive%20Solution%20Architects%20Crazy)&description=This%20blog%20takes%20a%20closer%20look%20at%20differences%20between%20the%20public%20cloud,%20private%20cloud,%20and%20hybrid%20cloud.%20For%20more%20information,%20contact%20NexJ%20Systems%20Inc.%20today.>
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## [The Language Around Cloud (And Other Things That Drive Solution Architects Crazy)](https://resource.nexj.com/blog/2018/09/05/the-language-around-cloud-and-other-things-that-drive-solution-architects-crazy)

I am often reminded of a specific parable whenever someone drops the words 'cloud', 'private cloud', '[hybrid cloud](https://www.nexj.com/2018/07/30/riding-the-wave-enterprise-computing-in-2018/)' or 'SaaS'. It's the one about the blind men and an elephant, who describe the animal based on which part of its anatomy they feel, then come to blows because they assume the others are being dishonest. 

[Read Post  ](https://resource.nexj.com/blog/2018/09/05/the-language-around-cloud-and-other-things-that-drive-solution-architects-crazy)

<https://resource.nexj.com/blog/2018/08/31/are-you-ready-for-open-banking-because-you-really-really-should-be>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2018/08/31/are-you-ready-for-open-banking-because-you-really-really-should-be&title=Are%20You%20Ready%20For%20Open%20Banking?%20Because%20You%20Really,%20Really%20Should%20Be&description=This%20blog%20explains%20what%20Open%20Banking%20means%20while%20evaluating%20its%20implications%20and%20applications%20for%20financial%20services.%20For%20more%20information,%20contact%20NexJ%20Systems%20Inc.>
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## [Are You Ready For Open Banking? Because You Really, Really Should Be](https://resource.nexj.com/blog/2018/08/31/are-you-ready-for-open-banking-because-you-really-really-should-be)

A lot of people have the misconception that getting banks to change is like pulling teeth. It's a misplaced analogy, first because banks really are more open to embracing emerging technologies than most people think, and second because the last time pulling teeth was painful was probably around 1846, when the first successful surgical procedure was performed with anesthesia.

[Read Post  ](https://resource.nexj.com/blog/2018/08/31/are-you-ready-for-open-banking-because-you-really-really-should-be)

<https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3>

- <https://www.facebook.com/sharer/sharer.php?u=https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3&title=Invested%20Users:%20Best%20Practices%20of%20Maximizing%20User%20Adoption,%20Part%203&description=Technology%20has%20the%20ability%20to%20make%20our%20jobs%20less%20time%20consuming%20and%20more%20efficient,%20and%20with%20high%20user%20adoption%20rates%20your%20users%20can%20be%20finding%20new%20ways%20to%20leverage%20that%20technology.%20They%20can%20come%20up%20w>
- <https://twitter.com/intent/tweet?source=https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3&text=Invested%20Users:%20Best%20Practices%20of%20Maximizing%20User%20Adoption,%20Part%203%20-%20https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3&title=Invested%20Users:%20Best%20Practices%20of%20Maximizing%20User%20Adoption,%20Part%203&summary=Technology%20has%20the%20ability%20to%20make%20our%20jobs%20less%20time%20consuming%20and%20more%20efficient,%20and%20with%20high%20user%20adoption%20rates%20your%20users%20can%20be%20finding%20new%20ways%20to%20leverage%20that%20technology.%20They%20can%20come%20up%20w>

## [Invested Users: Best Practices of Maximizing User Adoption, Part 3](https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3)

In my last blog [**\[Invested Users: Best Practices of Maximizing User Adoption, Part 2\]**](https://www.nexj.com/2018/08/20/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.

[Read Post  ](https://resource.nexj.com/blog/2018/08/27/invested-users-best-practices-of-maximizing-user-adoption-part-3)

- [1](https://resource.nexj.com/blog)
- [2](https://resource.nexj.com/blog/tag/private-banking/page/2)
- [3](https://resource.nexj.com/blog/tag/private-banking/page/3)
- [4](https://resource.nexj.com/blog/tag/private-banking/page/4)
- [5](https://resource.nexj.com/blog/tag/private-banking/page/5)
- <https://resource.nexj.com/blog/tag/private-banking/page/2>

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