Wells Fargo advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor.Continue scrolling to learn more
Wells Fargo Advisors is one of North America’s leading financial services firms, serving clients with more than 20,000 advisors.
After an extensive due diligence process comparing all the leading intelligent CRM vendors, Wells Fargo Advisors selected NexJ Systems to deliver on their vision. Wells Fargo Advisors selected NexJ CRM owing to its ability to seamlessl integrate with Wells Fargo’s fi nancial systems and 3rd party applications.Download Case Study
Advisors have developed an increase in client confidence and trust through targeted client loyalty programs that drive relevant and proactive client interactions.
Facilitate merger of A.G. Edwards and Wells Fargo Advisors by migrating 10 years of A.G. Edwards data.
Integrate multiple existing platforms and systems into a common advisor platform.
Provide AI-powered CRM functionality to support advisors.
Integration to external systems and 3rd party applications, such as Wells Fargo’s custom security model, entitlements engine, operational data store, 3rd party customized advisor platform, batch email distribution system, in-house query, and reporting tool.
NexJ CRM deployed for 20,000+ advisors and other client representatives.
Increased advisor productivity resulting from NexJ’s wealth managment capabilities
Increased advisor satisfaction due to an easy to use integrated plaform
Increased client confi dence and trust through client loyalty programs
NexJ Customer Relationship Management (CRM) for Wealth Management is the only CRM in the market purpose built for the wealth management industry.Explore Resource
Financial services firms are expected to improve service, increase the client-base, maximize revenues, and comply with regulatory requirements.Explore Resource
At NexJ Systems, we understand that user adoption is key to the success of any Customer Relationship Management software implementation, and that integration improves user adoption rates.Explore Resource
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.