Next Generation Financial Services CRM solutions
The world’s leading financial services firms use NexJ’s next generation 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 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 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
Learn how wealth management firms are using NexJ to attract and retain advisors…Read More
Aite report, CRM for Wealth Management: Approaching Total Practice Management recognizes NexJ as best for large wealth management firms.Read More
Learn about NexJ CRM solutions for Private Banking.Read More