Wells Fargo Advisors on Board with CRM Solution

Wells Fargo Advisors (formerly Wachovia Securities), a St. Louis non-bank affiliate of Wells Fargo & Co., is now live with NexJ Contact for Finance, from Toronto-based NexJ Systems Inc.

NexJ Systems integrated its best-of-breed CRM capabilities, including client profiling, interaction history, and task and schedule management into Wells Fargo’s existing advisor platform.

Now live with more than 20,000 users, the solution is expected to be rolled out to the entire population of advisors and support staff across Wells Fargo Advisors’ distribution channels. a

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