NexJ Systems - #9 of Best Financial Advisor CRM Software

NexJ Systems

NexJ Systems provides customer relationship management solutions for financial services and insurance. This tool is ideal for financial advisors and delivers a customer-centric view of information. It is now more important than ever to build and maintain strong customer relationships, primarily due to the fact that firms are looking to maximize customer value while delivering a superior customer experience. NexJ has a targeted focus on wealth management and private banking, capital markets, insurance verticals, and corporate banking. Both insurance and financial services firms use NexJ to provide a best-of-breed solution that streamlines their daily workflow, driving revenue through new customer acquisition.