NexJ Systems

NexJ Systems provides intelligent customer management solutions to the financial services industry, with specific focus on wealth management and asset management.

Is this your company?

Email: info@nexj.com

Phone: +1 416-222-5611

Web: https://www.nexj.com/

products

• NexJ Advisor Compliance Manager
  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.
  
• NexJ Onboarding Solutions
  Digital onboarding tailored for advisory, wealth, and banking, including needs analysis, KYC, workflow automation, document management, and secure portals for client collaboration.
  
• NexJ Nudge-AI for Customer Service
  Provides secure advisor-client communication, digital interaction log, compliant messaging, and AI-driven nudges for optimizing customer service and sales outreach.
  
• NexJ CRM for Wealth Management
  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.