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News : NexJ Systems Advances CRM for Wealth Management

#contactcenterworld, @nexj

Toronto, ON, Canada, Oct. 8, 2019 -- NexJ Systems Inc. (TSX: NXJ), delivering customer management software to the financial services industry, announced the general availability of its CRM, purpose built for wealth management firms that can be deployed either on a private cloud, hybrid cloud or on-premise.

NexJ CRM for Wealth Management is purpose built to provide financial advisors the ability to save time, optimize customer value, and enhance client engagement. 

"Wealth management firms are facing significant challenges including competition from robo-advisors and new market entrants, a more informed customer, inefficient processes due to dated technology and the commoditization of financial products," said Matthew Bogart, Vice President of Marketing at NexJ Systems. "Customers have always trusted NexJ to place advisors at the center of their solutions. This next generation product continues to enhance the experience of the advisor helping them to better understand and engage the clients that make up their book of business."

#contactcenterworld, @nexj
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Posted by Veronica Silva Cusi, news correspondent
Source: https://www.newswire.ca


About NexJ Systems Inc.:
Company LogoNexJ Systems provides enterprise customer management solutions to the financial services industry. Our solutions include industry-specific customer relationship management (CRM) to enable collaboration across countries, regions and teams; customer process management (CPM) for client onboarding with KYC and AML for regulatory compliance; and customer data management (CDM) to support digital transformation and customer analytics across the enterprise.
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Today's Tip of the Day - Crazy But True!

Read today's tip or listen to it on podcast.

Published: Thursday, October 10, 2019

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2021 Buyers Guide Visual Communications

 
1.) 
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Optymyse
Optymyse is a unique neuroscience-based approach which takes care of your most valuable asset - your people. Using a scientifically supported formula, Optymyse delivers stunning visuals which unlock the full potential of your contact centre whilst protecting the mental wellbeing of all of your employees.

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Co-Browsing is the practice of web-browsing where two or more people are navigating through a website on the internet. Software designed to allow Co-Browsing focuses on providing a smooth experience as two or more users use their devices to browse your website. In other words, your customer can permit the agent to have partial access to his/ her screen in real-time.
 

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