With NexJ’s Commercial & Small Business Banking CRM solution banks can integrate customer information to automate business processes, standardize customer interactions, and identify opportunities for cross-sell and up-sell.
NexJ’s CRM for Commercial and Small Business Banking provides several benefits including the ability to:
- Integrate customer information across lines of business,including all products and services.
- Manage sales team assignment based on expertise, including relationship managers and product specialists.
- Automate business processes such as Product Implementation, Loan Applications, and Client Reviews.
- Generate personalized forms and literature to increase efficiency and accuracy.
- Automatically distribute product literatureto customers by email.
- Enable Client Portals to allow customers to manage their profile information and view their accounts online.
