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.

Continue scrolling to learn more

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.

Download Brochure

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
UBS
American Family Insurance
ANZ
Emirates NBD
HSBC
London Life Insurance

NexJ Resource Center

Explore related resources that provide greater insight in to the advantages of our CRM solutions.

NexJ Systems Compliance Overview

The financial services regulatory environment is increasingly stringent and dynamic. Firms are under increased pressure to comply with fiduciary and regulatory requirements.

Explore Resource
NexJ CRM for Wealth Management

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...

Explore Resource
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.

Explore Resource

Visit Resource Center

Business is about relationships!

Book a demo today and learn why we are a global leader in the CRM space or contact us will be happy to answer any questions or concerns you may have.