NexJ Self-Service Client Portal for Finance enables firms to provide customers with a branded, secure, web-based portal to access account and policy information from NexJ Contact for Finance and exchange messages with their advisors.
Customers can use the portal to review their account or policy information on their own time or with their advisor or agent. Customers can personalize their view and sort information easily in the portal. The secure messaging feature of the NexJ Self-Service Client Portal provides the convenience of email, but ensures that confidential financial information is exchanged securely with advisors and not subject to the risks associated with sending email over un-secured Internet connections. The portal enables clients to update their customer profile to indicate a change of address and preferred communication methods, which reduces administrative burden for advisors and agents, improves customer service, and increases overall customer satisfaction.