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NexJ Systems
NexJ Systems provides intelligent customer management solutions to the financial services industry, with specific focus on wealth management and asset management.
Email: info@nexj.com
Phone: +1 416-222-5611
products
NexJ Advisor Compliance Manager
Category: Advisor Supervision Systems
Monitors advisor activity across communications, transactions, and account changes to identify noncompliance and risky behavior. Offers workflow management, reporting, and integration with surveillance and case management tools..
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NexJ Onboarding Solutions
Category: Client Onboarding Platforms
Category: Client Onboarding Solutions
Digital onboarding tailored for advisory, wealth, and banking, including needs analysis, KYC, workflow automation, document management, and secure portals for client collaboration..
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NexJ Nudge-AI for Customer Service
Category: Communication Systems
Provides secure advisor-client communication, digital interaction log, compliant messaging, and AI-driven nudges for optimizing customer service and sales outreach..
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NexJ CRM for Wealth Management
Category: Client Relationship Management (CRM) Systems
Category: Client Relationship Management (CRM) Systems
Enterprise-grade CRM with intelligent customer profiles, relationship hierarchy management, opportunity management, financial goal tracking, and advanced analytics. Includes comprehensive compliance capabilities, interaction management, and integration with core banking and portfolio management systems..
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