ATB Investor Services has selected NexJ Contact for Finance as the customer relationship management (CRM) solution for its investment and wealth management business practices, NexJ Systems Inc. said Monday.

ATB Investor Services is the operating trade name for the investment services subsidiaries of ATB Financial, the largest Alberta-based financial institution with assets of $27.2 billion.

“NexJ Systems understands what we need from a wealth management platform,” says Sheldon Dyck, president, ATB Investor Services.

“NexJ Contact for Finance will combine our key customer information with our financial account and portfolio management data, so ATB Investor Services financial advisors can quickly identify the products and services that will help our customers meet their wealth management goals.”

After an in-depth evaluation of other products in the market, ATB Investor Services chose NexJ Contact for Finance because it met its requirements for a CRM solution that was designed specifically as an integrated advisor desktop for financial advisors, NexJ System says.

NexJ Contact for Finance will provide:

• Consolidated view of customer data across all users and departments to ensure a consistent customer experience;

• Automation of core business processes to improve advisor productivity;

• Referral management to quickly identify and respond to prospective customers;

• Reporting and analytics to identify new products for cross sell and upsell opportunities; and

• Mobile access via NexJ Contact for BlackBerry to view customer profile and financial information on the go.

Toronto-based NexJ Systems Inc. provides enterprise solutions for the financial services and insurance industries.