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GeoWealth Case Studies

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  • Advyzon
    Reference Rating
    4.8 / 5.0
    Customer References 16 total
    About

    Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an …

  • CRMNEXT
    Reference Rating
    4.8 / 5.0
    Customer References 55 total
    About

    CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a …

  • NexJ Systems
    Reference Rating
    4.8 / 5.0
    Customer References 8 total
    About

    NexJ Systems is a provider of Intelligent Customer Management solutions for the financial services industry. Individually, NexJ Systems’ award winning products use artificial intelligence to improve customer service and increase …

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