Global Financial Services Firm Selects NexJ for Wealth Management Americas Division

TORONTO, October 24, 2016 /PRNewswire/ --

NexJ chosen to deliver industry-leading CRM capabilities to 11,000 advisors and associates across the US, Canada, Central and South America 

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.)