A customer-centric view of information in a single application

Financial services and insurance organizations typically have many applications such as portfolio management, financial planning, and CRM systems that are not aware of each other and have many different data sources. An Integrated Desktop eliminates the problems and risks associated with siloed data by integrating all data sources and enabling all applications and systems to speak to one another.

The NexJ Integrated Desktop quickly and cost effectively delivers a customer-centric view of information and integrates other enterprise data stores and applications within a unified user interface. It combines this information with best-of-breed CRM functionality and presents it to users as single, seamless application.

Integrated Advisor Desktop with NexJ CRM

NexJ Integrated Advisor Desktop

Financial services firms use NexJ Integrated Advisor Desktop to provide advisors with strategic CRM functionality and extract additional value out of existing systems. Advisors can view account and portfolio information, KYC and risk tolerance criteria, and interaction history, in combination with detailed customer profiles. Products, accounts, and services are aggregated by household so advisors have a complete picture of a client’s portfolio and gain insight into spheres of influence and possible cross-sell or upsell opportunities.

NexJ Integrated Agent Desktop

NexJ Integrated Agent Desktop combines NexJ̕’s enterprise CRM functionality with existing systems and data stores to provide a single view of the customer across multiple channels. Insurance carriers use NexJ integrated agent desktops to provide agents with strategic CRM functionality and extract additional value out of existing systems. Agents and customer service representatives can view policy information and claims history in combination with detailed customer profiles. Products, policies and services are aggregated by household, so all agents have a complete picture of a client’s policies and gain insight into spheres of influence.