With NexJ’s Asset Management CRM solution portfolio managers are able to develop detailed contact profiles and model complex client and consultant relationships. This allows for a greater understanding of customer lifetime value and an improved ability to recognize opportunities for cross-sell and upsell.
NexJ’s CRM for asset management provides several benefits to portfolio managers including the ability to:
- Easily integrate with portfolio management and accounting systems to provide a single comprehensive view of fund investments, portfolios, accounts, holdings, and transactions
- Model relationships to gain insight into personal and professional relationships and aggregate holdings along those hierarchies to leverage valuable relationships and drive profitability
- Automate literature distribution for investments or funds based on client profile and investments
- Collaboratively manage activities by defining coverage teams, managing customer interactions, and standardizing sales, service, and marketing activities across the firm
