Working closely with the customer, NexJ developed a fully integrated business process that guides users in multiple departments through the steps to open and maintain new accounts and automatically leverages the captured data in the firm’s client management processes.
NexJ Account Opening streamlines the entire new account opening and maintenance process from start to finish, automating front office data capture and validation tasks and coordinating the back office review, approval, and maintenance process. It notifies users when tasks require their input and automatically sets the task status to Complete when the work is done.
Learn more by reading the NexJ Integrated Account Opening Brochure.