Next Generation Financial CRM Services solutions
The world’s leading financial services firms use NexJ’s next generation Financial CRM solutions to drive organic revenue through referrals, attract and retain advisors, attract new clients, drive customer loyalty and increase assets under management.
NexJ’s innovative Financial CRM solutions transform customer information from a transaction- or account-based view to a people-centered view so financial services firms can better sell to and service their customers and drive cross-bank initiatives.
NexJ’s enterprise CRM software was designed to address the specific needs of financial services markets including:
- Wealth Management
- Private Banking
- Commercial and Small Business Banking
- Investment Banking
- Institutional Sales
- Asset Management
In recent years top-tier financial institutions have been fined by regulators for lack of governance and diligence in the Know Your Client and Anti-Money Laundering processes. NexJ’s KYC Workflow and Approval solution allows firms to respond rapidly to changing market […]Read More
Learn how wealth management firms are using NexJ to attract and retain advisors…Read More
Learn how Financial Services and Insurance firms are using NexJ to drive growth through Integrated Lead ManagementRead More