NexJ Systems, a provider of enterprise customer relationship management (CRM) solutions, has entered into an agreement with Winfund, a vendor of wealth management solutions for mutual fund and insurance distributors in Canada, which will help the company to deliver its solutions to businesses serving the financial services marketplace throughout North America.
Through this agreement Winfund will integrate a select set of NexJ's next-generation CRM functionality into its W.connect and W.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-premises. Both types of deployments will be provided on a subscription basis.
"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 of 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."
NexJ enterprise CRM solutions bring together information about customers from multiple systems into a unified and comprehensive view of the individual.
"Winfund customers represent some of the leading mutual fund and insurance distribution companies in Canada," said John Vincze, senior vice president at 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."