With NexJ’s Institutional Sales CRM solution sales representatives can build intelligent client profiles, maintain detailed trading histories, and coordinate sales, trading and research efforts across the firm.
NexJ’s CRM for Institutional Sales provides several benefits including the ability to:
- Create detailed client profiles that track buy-side positions such as interests, holdings, and preferred sectors and regions to target clients for specific sales campaigns and events.
- Standardize client-facing activities across sales, trading, and research such as call reporting and research distribution.
- Integrate with existing systems such as trading, market data, news, and research.
- Generate call lists and target research distribution based on holdings and interests to increase trade volumes.
