Financial Consultants now benefiting from a comprehensive unified view of contact records and financial data.
Toronto, May 24, 2011 – NexJ Systems Inc. (“NexJ”) (TSX: NXJ), a leading provider of enterprise private cloud software, delivering customer relationship management (CRM) solutions for the financial services, insurance and healthcare industries, today announced that Investors Group, a national leader in delivering personalized financial solutions to Canadians, completed its rollout of NexJ Contact for Finance to deliver an Integrated Desktop to its Consultants.
The Investor’s Group Integrated Desktop offers Consultants a contact-centric hub where they can log and view all client and prospect interactions and provides a consolidated display of portfolio data, transaction history and more from various systems at the client or household level. The integrated desktop is accessible via Investors Group’s secure private network.
“NexJ Systems believes customer relationship management for the financial services industry must provide financial advisors and their teams’ access to information about their clients, from sources across the enterprise, in one place, helping them save time and work with clients more effectively,” says William M. Tatham, Chief Executive Officer, NexJ Systems Inc. “Investors Group shared that vision with us and we are pleased to have had the opportunity to work with them to deliver a solution that met those requirements.”
About NexJ Systems Inc.
NexJ is a leading provider of enterprise private cloud software, delivering customer relationship management (CRM) solutions for financial services, insurance, and healthcare. Our next-generation, people-centered software combines industry-specific functionality with information from multiple applications and data stores to provide comprehensive knowledge of the individual.
NexJ was founded by an executive management team with extensive experience in the successful design and delivery of large-scale, integrated, enterprise software solutions. For more information about NexJ Systems call 416-222-5611, email [email protected], or visit www.nexj.com.
About Investors Group
Investors Group, founded in 1926, is a national leader in delivering personalized financial solutions to Canadians through a network of approximately 4,600 Consultants located throughout Canada. In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services. Investors Group is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s premier financial services companies with over $134 billion as of April 30, 2011 in total assets under management.