Welcome to NexJ's technical documentation
Here you'll find the information you need to get the most out of working with NexJ solutions.
NexJ's Intelligent Customer Management Platform (ICM) provides intelligent products and solutions based on rich relationship, process, data, and AI services. These products specifically meet the needs of Wealth Management, Private Banking, Commercial Banking, Corporate Banking, Sales, Trading & Research, and Insurance. They include:
- NexJ CRM - award-winning CRM functionality with vertical-specific capabilities designed to meet the exact needs of advisors, bankers, and agents.
- Nudge-AI Suite - a suite of digital assistants that leverage Artificial Intelligence, Machine Learning, and Natural Language Processing to make intelligent investment recommendations, suggest next best actions, share relevant information, and analyze data for insights in order to help advisors better engage and service their clients.
Their capabilities include:
- Comprehensive Customer View
- Client Relationship Modelling
- Guided Account Planning
- Opportunity & Pipeline Management
- Call Reporting
- and more
You can read more about these products at nexj.com and how their capabilities can be extended with optional modules, including:
We use these products and modules to provide solutions that meet our customer’s specific business requirements. They are built to be flexible, extensible, scalable, and secure. Our documentation site provides you with all the information you need to build and maintain your solution. If you are a business user, we have training on how to use the functions and features of your solution.
If you are a developer, administrator, or deployment professional we have lots of information as well. It's important to know that these solutions are composed of application services, which each have their own business logic, persistence, API/integration, and UI. These services are categorized into Relationship Management, Process Management, Data Management, and Artificial Intelligence services.
Services can be created using any technology that produces appropriate APIs and UI interfaces that can work with our other services. That said, NexJ's products, modules and services are typically written in and powered by NexJ's enterprise application development platform – a low code platform that lets you declare “what” your application will do and not worry about the “how.”
Here, and at community.nexj.com, you will find everything you need to know about our Products and Modules, Services, and Platform. In addition, we provide hands-on learning resources in the Learning Center.
Getting started depends on who you are and what you want to do. Regardless of your role, you likely want to start in the Learning Center with setting up for training and orientation.
From there we have the following materials that are somewhat role-focused. Feel free to do them all, or just the ones that match your needs and profile.
First get an overview of platform concepts and then set up your environment (see above). Information about important concepts and skills that developers need to extend product capabilities is provided at:
- Setting up your environment - get ready...
- .Orientation v9.4 - get to know your environment and important tools
- .UX Fundamentals v9.2 - explore the options for extending and presenting your application to end-users
- .Business model fundamentals v9.3 - working with the data structure and behavior of your application
- Integration fundamentals - details on how to connect your application to the outside world as well as make its functionality available to others
For information about using the NexJ Admin Console and NexJ System Admin Console for system configuration, see:
- .System administration v9.5 - tailor the application to your environment with run-time configuration.
For information about how to deploy on-premise, see:
Deeper functional and technical skills
Beyond your specific role on a project, it is always helpful to understand what the applications you are delivering actually do. Check out the Products and Modules, Services, and Platform sections to get a deeper understanding of CRM, Process Management, and Reporting capabilities.