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Featured Speakers:
  • Bill Doyle,  Vice President, Principal Analyst Serving eBusiness & Channel Strategy Professionals Forrester Research, Inc.
  • Paul DeVriendt,  Senior Vice President, Products

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    A Wall Street & Technology Webcast:

    The Integrated Advisor Desktop - Leveraging Digital Channels to Enhance the Advisor-Client Relationship

    InformationWeek Webcast

    Duration: 60 minutes

    Today’s investors are more hands on and more likely to actively seek investment advice. Research shows that investors who communicate and collaborate with their advisor electronically pay more for the guidance they receive. But most financial firms -- saddled with traditional, siloed CRM systems -- struggle to engage with their clients through digital channels while maintaining the same level of advice, service and regulatory compliance as traditional methods of communication.

    NexJ’s Integrated Advisor Desktop solution, with its next generation approach to CRM, enables financial firms to treat digital channels the same as traditional touchpoints, allowing the investor to choose their preferred communication, fulfillment, advice and service channels across the enterprise. This results in richer engagements, an increase in managed assets, and higher levels of investor satisfaction and advocacy.
    During this one-hour webinar we will explore:

    • Investor trends with regard to adoption of digital engagement channels
    • Digital channels that enhance advisor-client relationships
    • Best practices for inclusion of social media, self-service portals, electronic news, document fulfillment and collaborative communication tools
    • Strategies for becoming customer centric throughout the enterprise


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