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. It integrates enterprise data stores and applications within a unified user interface and combines this information with best-of-breed financial services CRM or insurance CRM functionality. Users can access this information and functionality in a single, seamless integrated desktop.

Integrated Advisor Desktop with NexJ CRM

NexJ Integrated Advisor Desktop

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

NexJ Integrated Agent Desktop

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