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In our latest Under Three Minutes, we discuss the emerging trend of vertical-specific CRM and why it’s the next step in CRM’s evolution.

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Under Three Minutes: Understanding Customer Experience Expectations
Director of Product, Pat Sathiensamrit, drops by to discuss the evolving nature of the customer experience and how Facebook, Apple, Amazon, Netflix, and Google are shaping customer expectations for financial services.

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Under Three Minutes: The Power of Partnerships
Back again with another Under Three Minutes, and this time we sit down with Vlad Hachinski, VP of Partnership Success, and discuss the increasing focus for financial institutions to forge partnerships outside the firm.

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NexJ Nudge - AI Suite: Intelligent Investment Recommendations
What makes NexJ’s Intelligent Investment Recommendations assistant the smart choice? Learn how you can automate compliance, mitigate risk, and optimize portfolio construction with a peek at our Deep Learning-powered digital assistant.

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Corporate and Investment Banking - 360° Comprehensive Customer View
We’re beyond excited to share with you our latest video, which showcases how our Comprehensive Customer View provides Relationship Managers with a complete understanding of their clients. This 360° view enhances client engagement, deepens client loyalty, and ultimately drives more cross-sell and up-sell opportunities.

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NexJ's Comprehensive Customer View
A 360° view, for whatever comes your firm’s way.

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Under Three Minutes: A Pragmatic Approach to AI
We’re back again with another Under Three Minutes, and this time we sit down with Adam Edmonds, VP of Products at NexJ to explore the pragmatic approach NexJ takes to implementing AI in financial firms and why it might just be the most sensible solution available.

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NexJ Nudge - AI Suite: Next Best Action
Make the smart choice and harness the power of NexJ Nudge-AI’s Next Best Action digital assistant to help drive compliance, engagement and loyalty. https://nexj.ai/

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Deepen Customer Relationships with Personalized Content
Inform is a digital assistant that helps advisors engage with clients using content tailored to their clients’ interests. Inform works with AdvisorStream, an award-winning platform that helps financial firms and advisors engage investors through timely, personalized, and compliant communications. https://www.nexj.ai/

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Nudge - Take On Me (Cover)
Nudge yourself into a classic with our co-worker's cover of A-Ha's Take On Me.

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Introducing NexJ Nudge
Explore how NexJ Nudge helps advisors deliver the best service and improve client outcomes. Developed to provide advisors with data-driven next best actions, this feature helps them grow their customers’ assets under management, ultimately driving loyalty.

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CRM: Making it work
CRM, customer relationship management, promised more loyal customers and much more profit for companies. Yet it has often failed to deliver the expected return from the substantial investment required. Stan Maklan describes ways to make CRM successful so that it is a win-win; a win for the customer and a win for the company.

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Nudge - Here Comes The Sun (Cover)
Bringing a little sun in our lives, NexJ's very own Nudge band covers The Beatles classic, Here Comes the Sun.

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Improving the Advisor Experience: A Conversation With the Rudin Group, Celent, and NexJ Systems
We were lucky enough to sit down with April Rudin, Founder and President of The Rudin Group, Aawad Aamir, Analyst with Celent, and Andrew Cant, VP of Financial Services Solutions at NexJ Systems, about what truly improves the advisor experience. Throughout our conversation, we discussed the future of advisor efficiency, the current state of next best action, and how firms can implement tools to help advisors be at the top of their game.

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NexJ CRM for Wealth Management Highlights
Looking for a CRM to meet your needs, but struggling to identify what features your advisors will actually use? Learn what a CRM truly made for wealth management means. Boost your advisors productivity by giving them the ability to view households and spheres of influence, the chance to engage them with personalized content and ultimately engage them at the right time with next best actions.

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Nudge - Everlong (Cover)
Back again, the Nudge band covers an office favourite, Everlong by the Foo Fighters.

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What Is Driving Investment in Productivity Solutions for Financial Advisors?
How do you scale your clients while maintaining the same high quality in those relationships? Learn about how differentiation at scale is key for 2022 with Awaad Aamir of Celent, April Rudin of the Rudin Group, and Andrew Cant, of NexJ Systems.

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The Faces Behind NexJ's Values
Looking to build your career? Check out our careers page at https://careers.nexj.com/ and apply today!

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Introduction to CRM - Customer Relationship Management Systems | Class
http://frugalbrothers.com This is an introductory class covering various elements of a customer relationship management system. The class agenda is below: Introduction to Customer Relationship Management Systems|Class Part 1: What is CRM A) Business is about People and Relationships B) Your customers come with an Acquisition Cost and have a Lifetime Value C) CRM was developed to nurture Relationships D) CRM is your companies front office (sales, marketing, customer service) Part 2: Why You Need CRM A) Business without CRM B) loose valuable data when a sales person quits (one uses outlook, another excel, another evernote, and so on) C) Business lose when data isn’t centralized D) Businesses lose when they fail to spot trends E) Businesses lose when they don’t offer key people a 360 degree view of their customers/vendors F) Business lose when they can’t forecast CAC or LTV G) Business Lose when customers defect to a competitor Part 3: What CRM Offers You A) CRM systems are modular Accounts, Contacts,Leads,Opprtunities,Sales,Quotes,Invocies,Activvities,Vendors,Help Desk, B) CRM systems can contain knowledge bases and make distributing collateral easier C) CRM systems organize and relate customer and vendor information D) CRM systems may integrate with Office 365, Google Apps E) CRM systems may offer Automation (Drip email, birthday greetings, reports and more) F) CRM Offer workflows such as lead distribution, follow up, activities, G) CRM offer Analytics , Sales Funnel, Sales forecasting, campaign costs and more H) CRM systems can integrate with your website, provide autoresponders I) CRM systems can deduplicate data J) CRM systems can follow customers on social media K) CRM systems can manage marketing campaigns and dollars L) CRM systems can incorporate different marketing tracks M) CRM systems can integrate with Accounting, project management, office applications Part 4 How CRM is Obtained A) CRM systems available on premise and hosted B) Pricing as low as 0.00 to 90 or more per user C) Maybe priced based on different versions D) Might have pricing based on storage E) Might have pricing based on plugins and add-ons Part 5 Popular CRM Systems Sugar CRM, Microsoft CRM, Salesforce,GoldMine, Zoho CRM,Insightly,SalesLogix,NetSuite,Work ETC,Nimble

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What is CRM?
Explore how CRM can help your company gain a 360 degree view of your customer data. To learn more about CRM: https://www.baass.com/crm For more information contact BAASS: https://www.baass.com/contactus

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NexJ Nudge - AI Suite: Inform
The power of over 15,000 public news sources at the tip of your fingers with Nudge-AI Inform. Share personalized, data-driven articles with your clients to strengthen your business relationships.

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