With NexJ’s Corporate and Investment Banking CRM solution investment bankers can manage complex relationships and dynamically assign deal teams to their pitches/projects so they can streamline and standardize their revenue generation activities.
NexJ’s CRM for Corporate & Investment Banking provides several benefits to bankers including the ability to:
- Build flexible customer profiles to manage issuers, investors and syndication groups and track product, industry, region, and investment preferences.
- Model relationships, including complex organizational structures and professional and personal relationships, to gain insight into centers of influence and six degrees of separation.
- Dynamically assign deal team members based on expertise and automate task assignment by role.
- Track all customer interactions including call reports, phone calls, meetings, emails, voice notes, financial statements, letters of intent, and pitch books.
- Manage road shows and briefings including syndication groups and working groups, support documents, schedules, and invitee lists.
- Mobile access to client information, log call reports, and record voice notes while on the road through NexJ Contact for BlackBerry.
