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.)
"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 http://www.nexj.com, e-mail info@nexj.com, or call
+1-416-222-5611. Join us on LinkedIn, follow us
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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 http://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/
Matthew Bogart, Vice President.
Marketing, NexJ Systems Inc., +1-416-227-3708,
Matthew.bogart@nexj.com