10 York Mills Road, Suite 700, Toronto, Ontario, M2P 2G4, Canada
Human Inspired. AI Driven
NexJ Systems is the pioneer of Intelligent Customer Management. Our award-winning CRM is designed to help Wealth Management, Private Banking, Corporate and Commercial Banking, and Insurance firms revolutionize their business. Powered by artificial intelligence, our products help drive productivity, boost client engagement, and increase revenue. With users in over 60 countries, our customers benefit from our deep expertise across financial services verticals, strategic investment in innovation, and commitment to their success.
To stay competitive, elite international private banks and wealth management firms are focused on personalizing the advisory service that they offer to today’s high net-worth (HNW) clientele. Industry leaders are empowering their relationship managers with specialized tools to efficiently establish, maintain, and execute a tailored advisory experience quickly. NexJ’s Advisory......
Onboarding new customers is a more complicated process than ever before, given changing regulatory obligations, increased customer expectations, and the complexity of newer product offerings. Front-line users must quickly determine the appropriate forms to complete, with errors resulting in wasted time or follow-up meetings. NexJ Client Onboarding helps firms streamline the entire......
Building and maintaining strong customer relationships is more important than ever as firms are looking to maximize customer value while delivering a superior customer experience. NexJ Customer Relationship Management (NexJ CRM for Finance) is a strategic CRM solution for finance that helps firms establish deep and enduring relationships. NexJ’s targeted focus on delivering wealth management......
NexJ Customer Data Management (CDM) is a modern enterprise integration platform that helps firms make better sense and use of the customer data. With NexJ CDM, organizations can create a holistic enterprise customer view across regions, product lines, and channels, integrating demographic, interaction, transaction, relationship and social data. An enterprise customer view......
Delivering superior service at every stage of the customer lifecycle is challenging. Firms must personalize service workflows to make interactions engaging and efficient while ensuring they are fully compliant with regulations at all times. NexJ Customer Process Management (CPM) provides business process management functionality that can be integrated into existing......
The NexJ Enterprise Application Platform is a next generation, model driven engineering framework that reduces the time and effort required to design, configure, deploy and maintain highly scalable enterprise software solutions. Based on model driven engineering concepts, the platform allows enterprises to model the solution’s business logic and then directly execute the same......
Agents, advisors and bankers use many applications in the course of their daily business. When these applications are siloed, valuable time that could be spent selling to and servicing customers is instead spent toggling between systems, searching for information, and collating widespread data. The NexJ Integrated Desktop delivers a comprehensive, customer-centric......
Staying on top of Know Your Customer (KYC) requirements is not easy, especially as the regulations change almost every year. Collecting the right data is a challenge, with front-line staff often guessing at what information to document. NexJ’s Know Your Customer – KYC software is specifically designed to automate and streamline KYC processes from onboarding through......