CRM, CPM and CDAi Solutions for Finance & Insurance

Save time. Make more money.

These are the ultimate goals of most strategic sales and service initiatives for financial services. NexJ Intelligent Customer Management can help you achieve them. NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount of time your advisors and bankers spend on non-revenue generating activities, and recommend the right actions to drive assets under management and increase share of wallet.

1Automate time-consuming administrative and information-gathering tasks
2Personalize interactions, offerings, and service for a ‘segment of one’
3Streamline compliance and due diligence processes
4Leverage continuously-learning decision models to take the right action at the right time

The choice of industry leaders

Industry Experts

NexJ has extensive domain expertise in large-scale global implementations for financial services and insurance

Enterprise First

Our next generation technology is massively scalable and designed to integrate seamlessly with enterprise systems and data, as well as external streaming data

A Strategic Partner

We are highly responsive to our customer needs and fully committed to our customers' success

Which Product is Right For You?

NexJ Intelligent Customer Management delivers built-in intelligence to help you differentiate, build trust,
capture greater market share, and maintain personalized service at scale.

Customer Relationship Management

Better understand customers, personalize interactions to develop trust, grow assets under management, and capture greater share of wallet with award-winning CRM featuring intelligent financial services functionality.

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Customer Process Management

Increase productivity, improve the customer experience, and more efficiently meet regulatory obligations with AI-driven business process automation integrated seamlessly into NexJ CRM.

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NexJ Systems Enterprise CDM - Customer Data Management for Finance and Insurance

Customer Data Analytics & Intelligence

Overcome common integration, data consistency, and provisioning challenges to enable faster, more reliable analytics and machine learning projects, and embed the results in CRM dashboards and alerts for immediate action.

Learn More About NexJ CDAi

Empower your users to more efficiently capture a greater percentage of assets under management and share of wallet through the combined power of relationship management, process management, data management, cognitive services, and continuously learning decision models.

Industries We Serve

Wealth Management & Private Banking

Increase assets under management by providing advisors the information and automation they need to deliver personalized service at scale.

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Corporate & Commercial Banking

Increase share of wallet by enabling better understanding of customers and driving collaboration across regions and product lines.

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Capital Markets

Build trusted, profitable relationships by sharing timely insights garnered through faster, easier collaboration between sales, trading, and research.

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