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Not Getting Results? Stop Using Wealth Management CRM For Corporate And Commercial Banking.

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

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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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Fintech Needs in Wealth Management

Today I’m boarding a plane heading to fabulous Las Vegas, Nevada.

It’s not my first time in the “City of Sin”, in fact I’ve lost track of how many times I’ve been, but this trip is different. Tomorrow morning the Gartner Application Strategies & Solutions Summit 2017 #GartnerAPPS begins. These shows are always incredibly insightful.

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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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