The document discusses how an integrated advisor desktop can provide a unified view of all customer information by seamlessly integrating between advisor tools and applications. This eliminates duplicate data entry and the need to switch between different tools. The solution automated and simplified administrative workflows like KYC and account opening processes. For one wealth management firm, implementing such a strategic solution saved advisors over 2 hours per week, increasing advisor productivity.

1. Contextpassed
betweenapplications
Seamlessintegration
betweenadvisortools
–Nomoreduplicate
dataentry!
Unifiedviewofall
customerinformation
After:
IntegratedAdvisorDesktop
Alotofswitching
between
applications
Toolsthatdon’twork
together
Noconsolidated
viewofcustomers
TypicalAdvisorDesktop
Broughtallthetoolsthey
useintoasingle,unified
integrateddesktop
Automatedandsimplified
administrativeworkflows
suchasKYCandaccount
openingprocesses
Byimplementingastrategicsolutionthat:How?
Annual
Production
EfficiencyGain
(Hrs/Yr)
Gross
perHour
Gross/Hr
EfficiencyGain
Reinvestment
of2hours
Atopglobal
wealthmanagementfirm
savedadvisors
over2hours perweek
IncreasedAdvisorProductivity
NexJSystemsInc.developsanddeliversindustry-specificcustomerrelationshipmanagement(CRM),
customerdatamanagement(CDM),andcustomerprocessmanagement(CPM)solutionstailoredfor:
NexJSystemsInc.
10YorkMillsRoad,Suite700,
Toronto,ON,CanadaM2P2G4
416-222-5611|info@nexj.com
www.nexj.com
Whatcouldyouradvisorsdo
withanextra2hoursaweek?
WealthManagement
& PrivateBanking
Corporate&
CommercialBanking
CapitalMarkets Insurance