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News
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Friday, April 23, 2010 NexJ Systems Secures $22.5 Million in Private Financing NexJ Systems Inc., a leading provider of innovative customer-centered enterprise solutions for the finance, insurance, and health care industries, today announced that they have secured $ 22.5 million in private financing through a syndicate of underwriters including GMP Securities L.P., Canaccord Adams Inc, and Wellington West. More
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Monday, November 23, 2009 ATB Investor Services Selects NexJ Systems’ CRM Solution for their Financial Advisors NexJ Systems Inc., a leading provider of innovative, customer-centric enterprise solutions for the financial services and insurance industries, today announced that ATB Investor Services has selected NexJ Contact for Finance as the customer relationship management (CRM) solution for its investment and wealth management business practices. ATB Investor Services is the operating tradename for the investment services subsidiaries of ATB Financial, the largest Alberta-based financial institution with assets of $27.2 billion. More
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Monday, October 05, 2009 Wells Fargo Advisors Goes Live for over 20,000 Users with NexJ Systems’ innovative CRM Solution NexJ Systems Inc., a leading provider of customer-centric enterprise solutions for the financial services and insurance industries, today announced that Wells Fargo Advisors (formerly Wachovia Securities), a non-bank affiliate of Wells Fargo & Company, has gone live with NexJ Contact for Finance, serving over 20,000 users. More
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Integrated Agent Desktop
Extract additional value out of existing systems by presenting a customer-centered view of insurance information. Agents can view account policy information and claims history in combination with detailed customer profiles. Products, policies and services are aggregated by household, so agents have a complete picture of a client’s policies and gain insight into spheres of influence.
Select functionality includes:
- Business Process Automation
- Automatically populating forms with profile and policy data from disparate legacy systems
- Scheduling & Task Management
- Presenting a complete set of interactions by client or household
- Seamless Integration
- Combining client-centered data and processes into existing platforms
- Integrated Insurance Policy and Demographic Searching
- With flexible queries & customized reporting
- Householding
- With aggregation of policies, quotes, and interactions
- Client & Lead Profiling
- With detailed information on client preferences, life events, and interests
Learn More:
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