MiFID II Compliance for Wealth Management & Private Banking

MiFID II, which went live on January 3, 2018, is designed to expand Investor Protection and to improve transparency.

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What you will take away from this brochure.

To comply with the exhaustive requirements, financial services firms in the EU are required to change many aspects of their business model, operations, systems, and processes across the front-, middle-, and backoffice.

NexJ is the pioneer of Intelligent Customer Management, which helps firms meet these new compliance obligations without disrupting business processes or tying up resources on manual data entry, validation, processing, or reporting.

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With users in over 60 countries, our customers benefit from our deep expertise across financial services verticals, strategic investment in innovation, and commitment to their success.

Key Companies who are Driving their Businesses
Forward via our CRM Products

Wells Fargo
Royal Bank of Canada
Credit Suisse
American Family Insurance
Emirates NBD
London Life Insurance

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NexJ Systems Compliance Overview

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NexJ CRM for Wealth Management is the only CRM in the market purpose built for the wealth management industry. It has intelligence built-in, and integrates client profile, interaction, and transaction...

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NexJ CRM for Private Banking

NexJ Customer Relationship Management (CRM) for private banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view.

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Business is about relationships!

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