Financial Services firms can use NexJ Contact for Finance to seamlessly integrate NexJ’s best-of-breed CRM functionality with existing applications and data to provide their users with an integrated advisor desktop solution.
Click to view the Integrated Advisor Desktop Solution Map
Industry leading firms use NexJ’s integrated advisor desktop to:
- Drive business integration priorities
- Lower costs through synergies
- Combine and mine customer data
- Attract and retain financial advisors and customers
- Leverage back-office systems integration
- Deliver a comprehensive, aggregated view of financial accounts and holdings at the customer and household-level
- Integrate to multiple disparate data sources including existing customer masters without duplicating or moving data
- Enable an evolutionary approach to upgrading back-office systems with minimal disruption
- Enable cross-functional, integrated workflows
- Enable heterogeneous searching across client profile and financial data
- Streamline workflows such as New Account Opening or Client Reviews, through context and data passing across systems
- Drive cross-sell opportunities for other products and services
