A wealth management focus enables NexJ to deliver intelligent capabilities that help the world's top firms grow assets under management TORONTO, June 13, 2018 /PRNewswire/ - NexJ Systems Inc. (TSX: ...

A wealth management focus enables NexJ to deliver intelligent capabilities that help the world's top firms grow assets under management TORONTO, June 13, 2018 /CNW/ - NexJ Systems Inc. (TSX: NXJ), a ...

Salesforce officially entered the financial services technology market Tuesday with the public launch of the Financial Services Cloud, its first industry-specific client relationship management (CRM) ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

NexJ Systems Inc. (TSX: NXJ), delivering intelligent customer management software to the financial services industry, today announced the general availability of its next generation CRM, purpose built ...

articles explores various wealth-management components, explaining the importance of each. This time, we will be exploring the realm of customer relationship management (CRM) software. CRM is a ...

The purpose of customer relationship management (CRM) systems in finance is pretty simple — provide users at a bank or brokerage with a comprehensive view of a customer’s finances, 360-degrees in the ...

Despite being plagued by legacy technology, the wealth management industry foresees a digital-first transformation in the near future as advisors and investors alike demand a greater high-tech, ...

NEW YORK--(BUSINESS WIRE)--Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a ...

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Developed by The Openwork Partnership, the new system will enable Just ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...