NexJ chosen to deliver industry-leading CRM
capabilities to 11,000 advisors and associates across the
US, Canada, Central and
South America
TORONTO, Oct. 24, 2016 /PRNewswire/ - NexJ Systems Inc.
(TSX: NXJ), a provider of enterprise customer management
solutions to the financial services and insurance industries,
announced today that the Wealth Management Americas division of a
global financial services firm has selected NexJ CRM™ for their new
advisor platform. NexJ CRM was selected after demonstrating its
industry-leading capabilities tailored specifically for wealth
management while acting as a strategic partner in providing an
unmatched level of attention and responsiveness during the
selection process.
"We are pleased to add to our world-class list of global wealth
management customers," said Richard J.
Broley, Chief Operating Officer of NexJ Systems Inc.
"With NexJ, the firm will be able to leverage our deep domain
expertise in financial services to deliver proven CRM for wealth
management that will increase advisor productivity and improve the
customer experience."
The firm was looking to deliver a strategic advisor platform
with embedded CRM capabilities to promote the long-term success of
their 11,000 advisors and associates in the US, Canada, Central and South America. The solution needed to provide
best-of-breed CRM functionality, augment existing processes and
practices, provide seamless front- and back-end integration with
complementary systems, and embed into the integrated advisor
platform to deliver a single, seamless experience to users.
Celent, a leading industry analyst firm, expects front office
advisor tools to be a priority investment in the wealth management
industry, projecting a $7.4 billion
spend across North America,
Europe and Asia Pacific by 2020. "Wealth managers are
actively investing in advisor tools to improve operational
efficiency, reduce costs, and enhance their service model. These
developments are helping advisors to focus on client service and
communication while breaking down vertical silos to support channel
integration," (Celent, a division of Oliver Wyman, 'Wealth
Management IT Spending 2016', Ashley
Globerman. May 16, 2016.)
"Adding this client to our roster of large wealth management
firms further positions NexJ as a leading provider of CRM for the
financial services industry," said Paul
DeVriendt, Senior Vice President, Products, NexJ Systems
Inc. "NexJ established our leadership position by providing
vertical-specific business functionality while addressing the
demanding technical needs of global financial services
organizations."
NexJ's deep domain expertise and robust, out-of-the-box, wealth
management CRM capabilities played a key role in the selection
process. The firm will leverage NexJ's Service Level Management to
help drive customer engagement and loyalty by prompting advisors
with proactive communication recommendations. Intent on breaking
down silos and encouraging collaboration across the business unit,
NexJ CRM will also be used to standardize workflows for lead and
opportunity management. NexJ's ability to integrate to all
necessary front- and back-end systems, and to deploy on-premise
were equally important factors in the selection process.
About NexJ Systems Inc.
NexJ provides enterprise
customer management solutions to the financial services and
insurance industries. Our solutions include industry-specific
customer relationship management (CRM) for multi-channel engagement
and collaboration; customer process management for client
onboarding and KYC; and customer data management to deliver a
holistic view of customers across line of business and regional
data silos. Our solutions integrate information from multiple
systems into a unified view to help firms better understand and
share information about their customers to increase loyalty, drive
cross-sell and improve the customer experience.
Based in Toronto, NexJ has
clients throughout North America,
Asia Pacific and in Europe. For more information about NexJ
visit www.nexj.com, e-mail info@nexj.com, or call
416-222-5611. Join us on LinkedIn, follow us on Twitter, subscribe
to our YouTube channel, like us on Facebook or hang out with us on
Google+.
NexJ Forward-looking Statement
Certain statements in
this press release may contain words considered forward-looking
statements or information under applicable securities laws. These
statements are based on NexJ's current expectations, estimates,
forecasts and projections about the operating environment,
economies and markets in which the company operates. These
statements are subject to important assumptions, risks and
uncertainties that are difficult to predict, and the actual outcome
may be materially different. NexJ's assumptions, although
considered reasonable by the company at the date of this press
release, may prove to be inaccurate and consequently its actual
results could differ materially from the expectations set out
herein. For additional information with respect to risks and other
factors which could occur, see NexJ's securities filings with the
OSC and other securities regulators. NexJ securities filings are
available on www.sedar.com. Unless otherwise required by
applicable securities laws, NexJ disclaims any intention or
obligations to update or revise any forward-looking statements,
whether as a result of new information, future events or
otherwise.
Learn how wealth management firms are using NexJ to attract and
retain advisors, grow assets under management, and increase advisor
productivity:
http://www.nexj.com/resource-center/integrated-advisor-desktop-for-wealth-management/
SOURCE NexJ Systems Inc.
