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NexJ Systems<br />
NexJ Integrated Advisor Desktop<br />
Key Statistics<br />
Founded: 2003<br />
Company Type: Public<br />
Headquarters: Toronto, Canada<br />
FY 2014 Revenue: $28.6 Million CDN<br />
Company Overview<br />
NexJ Systems provides enterprise customer<br />
management solutions to financial services firms. Its<br />
solutions include industry-specific customer<br />
relationship management (CRM) for multi-channel<br />
engagement and collaboration; customer process<br />
management (CPM) for client onboarding and KYC;<br />
and customer data management (CDM) to deliver a<br />
holistic view of customers across line of business and<br />
regional data silos.<br />
Product Overview<br />
The NexJ Integrated Advisor Desktop delivers a<br />
customer-centric view of front-, middle-, and backoffice<br />
information and integrates other enterprise data<br />
stores and applications within a unified user interface.<br />
It combines this information with best-of-breed CRM<br />
functionality in a flexible portal container and presents<br />
it to users as a single, seamless application. Within<br />
the solution is a portal framework, a model-driven<br />
application framework, an integrated development<br />
environment, and the NexJ Contact for Finance<br />
software.<br />
Recent Updates<br />
In the past three years NexJ has introduced NexJ<br />
Customer Data Management and Customer Process<br />
Management. NexJ also recently released NexJ<br />
Pitchbook, a mobile client engagement solution. This<br />
solution will enable bankers, financial advisors and<br />
insurance agents to deliver content interactively with<br />
the client, annotate with drawings, text and voiceover,<br />
and record video.<br />
Customer Success Story<br />
Wells Fargo needed a solution to protect the<br />
value of a recent merger. NexJ was able to<br />
integrate with the existing advisor platforms of<br />
both organizations and perform a large-scale<br />
data conversion while rolling out a best-ofbreed<br />
solution in a short time frame. The result<br />
was a quick consolidation of all advisors on a<br />
unified integrated platform which provided<br />
enhanced customer-centric CRM capabilities to<br />
increase productivity and retain advisors,<br />
clients and assets.<br />
The Integrated Desktop was integrated to<br />
twelve systems including:<br />
• Wells Fargo Advisors’ custom security<br />
model<br />
• An entitlements engine<br />
• Its operational data store<br />
• A third-party customized advisor<br />
platform<br />
• The company’s batch e-mail<br />
distribution system<br />
• An in-house query and reporting tool<br />
Clients by Geographic Location<br />
CEB View<br />
As a known player in the CRM space, NexJ is well<br />
positioned to deliver an integrated Advisor<br />
Desktop solution that supports client centric<br />
advice, including prospecting, onboarding, KYC,<br />
and ongoing engagement requirements.<br />
Integration capabilities allow firms to patch into<br />
existing accounting platforms, portfolio<br />
management systems, and more, to design the<br />
desktop that best meets their business model and<br />
advisor preferences.<br />
Clients by Service Model<br />
93%<br />
7%<br />
0%<br />
Installed ASP/Hosted SaaS<br />
Source: NexJ Systems.<br />
© <strong>2016</strong> CEB. All rights reserved. 26<br />
cebglobal.com
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