• Financial Services | Webinar

    Deepening Client Relationships in Financial Services

    December 03, 2015 - December 03, 2015 • Online

    Date: Thursday, December 3, 2015 Time: 1:00 pm – 1:45 pm ET (45 minutes) The financial services industry has radically changed due to product homogenization and customers empowered to obtain information and make decisions on their own. To retain clients […]

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  • Insurance | Webinar

    Moving to a Trusted Advisor Model: Lessons learned from Wealth Management

    December 08, 2015 - December 08, 2015 • Online

    Date: Tuesday, December 8, 2015 Time: 1:00 pm – 1:45 pm ET (45 minutes) In today’s highly competitive insurance market, successful carriers are leveraging best practices from all industries to provide superior customer service. In particular, due to its synergies […]

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Past Events

Below is a list of past NexJ events.

  • Insurance | Webinar

    Are Data Silos Getting in the Way of Your Customer Initiatives?

    October 15, 2015 • Online

    Join our webinar to learn how successful firms are improving their customer understanding without the risk and expense of a back office overhaul. Watch On Demand

  • Financial Services | Webinar

    Three Opportunities Your CRM Needs to Enable

    October 07, 2015 • Online

    Join our webinar in partnership with CEB TowerGroup to learn how to generate high-value relationships using customer data. Watch On Demand

  • Financial Services | Webinar

    Top 5 Strategies for Collaboration Across the Firm

    June 23, 2015 • Online

    The expansive scope of product lines offers more opportunity and more challenges than ever before. Customer coverage teams in different lines of business or locations need to share comprehensive customer information to better understand and collaborate on opportunities. Watch this webinar to learn the top 5 strategies for collaboration across the firm. Watch On Demand

  • Insurance | Webinar

    Customers are in the Driver’s Seat

    June 09, 2015 • Online

    Empowered by technology, insurance customers have more leverage than ever before. How do successful carriers grow their market share by engaging customers on their terms? Join us to learn about winning strategies to keep customers in the driver’s seat. Watch On Demand