Toronto’s NexJ Systems, a provider of next-generation enterprise customer relationship management solutions, has announced an agreement with Winfund, a vendor of wealth management solutions for mutual fund and insurance distributors in Canada. The agreement will help the company “to deliver its solutions to businesses serving the financial services marketplace throughout North America.
“NexJ is a recognized leader when it comes to innovation in the CRM industry and we are pleased to be able to leverage their award-winning technology in solutions that are designed specifically for the needs of our customers in financial services and insurance,” said Laird Elliott, President and CEO, Winfund. “We believe this provides us with significant strategic advantage in new business opportunities and further provides our existing W.connect and W.insurance customers the ability to leverage additional functionality with their current deployment.”
“Winfund customers represent some of the leading mutual fund and insurance distribution companies in Canada,” said John Vincze, Senior Vice President, NexJ. “Our relationship with Winfund will allow us to further expand our sales channels and reach a new market segment by delivering our integrated private cloud solution as a subscription service.”
Through this agreement Winfund will integrate a select set of NexJ’s next-generation CRM functionality into its W.connect andW.insurance solutions to provide Winfund customers further value while maintaining a seamless user experience. Customers will have the option of a private cloud solution hosted off-site or on-premise. Both types of deployment will be provided on a subscription basis.
NexJ enterprise CRM solutions allow companies to understand more about the customers they interact with so they can make more informed business decisions and generate bottom-line results. Featuring industry-specific capabilities for financial services and insurance, NexJ brings together information about customers from multiple systems into a unified and comprehensive view of the individual. Companies use this people-centered view to develop and rapidly evolve innovative customer service strategies and become more competitive.