With NexJ’s Wealth Management CRM solution wealth managers are able to build detailed customer profiles, implement loyalty programs, integrate financial account and portfolio information and automate day-to-day business processes. As a result they can increase customer loyalty, augment share of wallet, and grow assets under management.
NexJ’s CRM for wealth management provides several benefits to financial advisors including the ability to:
- Aggregate and Roll Up accounts along household and relationship hierarchies to gain insight into client holdings and leverage spheres of influence
- Implement customer loyalty programs to manage proactive interactions with top tier customers and analyze performance against service level targets
- Create Personalized Financial Account and Portfolio Performance reports to build customer trust and drive informed decision making
- Automate activity plans to improve the efficiency of standard business processes such as Account Openings, Know Your Client updates, and Client Reviews
Download the Aite report “CRM for Wealth Management: Approaching Total Practice Management” and see how NexJ was recognized as best for large wealth management firms