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NexJ Financial Services

Save time and make more money with comprehensive view of clients and relationships
NexJ is Best for Large Wealth Management Firms

Aite report, CRM for Wealth Management: Approaching Total Practice Management recognizes NexJ as best
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NexJ Contact for Finance is a next generation, enterprise CRM software solution that transforms customer information from a transaction- or account-based view to a people-centered view so large enterprises can better sell to and service their customers.

Financial Services firms use NexJ Contact for Finance to centralize, streamline, and automate customer-centered processes, so firms have more time to attract new clients, drive customer loyalty and increase assets under management while ensuring they comply with regulatory requirements
Webinar: Public vs. Private Cloud
Public Cloud vs. Private Cloud: Which is best for your wealth management organization? This webinar provides insights into the benefits of private vs. public cloud and which types of applications, business processes and information are the best match for cloud-based technology.
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ATB Improves Productivity
An advisor was able to open new accounts with associated transactions worth more than a $1 Million executed on the first day NexJ Contact was in operation
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