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This is where an Integrated Advisor Workstation can make all the difference by offering a unified view of all customer information. NexJ’s Comprehensive Customer View provides advisors with a 360° view of their contacts, in an easy-to-view and navigable format.

This allows advisors to create a single point of truth by consolidating information across company-wide sources, which is then shared across all lines of business. Another advantage is the seamless integration between advisor tools that eliminates duplicate data entry while ensuring that context is passed between applications.

Today, more and more wealth management firms acknowledge that advisors prefer workstations with CRM at the core.

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In both social and digital engagement, content is currency. Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners.

Currently, front office workers must choose from all purpose, cookie-cutter content or spend valuable time searching for more tailored content. In financial services, the challenge is even greater, as restrictive regulations make the task next to impossible. The result? Many advisors and bankers just give up.

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This eGuide discusses how our corporate banking product can help bankers build relationships, save time, and increase revenue.

Quote: Our highly experienced executive management and operations management teams are the force behind our ever-evolving strategic direction, company vision, and thought leadership.

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Collaboration doesn’t just enable a greater share of client wallet; it also leads to deeper relationships that are ultimately more profitable. It can also yield insights into upcoming opportunities, separate cold calls from warm leads, and increase cross-bank synergies.

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Corporate Banking firms need a complete understanding of each client across all lines of business, regions, and channels to satisfy all stakeholder expectations. The NexJ Comprehensive Customer View is uniquely able to address this need. The Comprehensive Customer View integrates demographic, transaction, interaction, and social data into a common view and models complex relationships and spheres of influence so that you can better understand your clients.

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It also explains how award-winning CRM solutions like NexJ Systems can help attract and retain advisors through a better understanding and tracking of data, and more efficient data migration and integration.

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What you will take away from this infosheet.

This document discusses the benefi ts of single tenancy compared to multi-tenancy deployments.

Due to regulatory requirements, business processes, user needs, and client expectations are ever changing in the financial services world, it’s increasingly important to find a CRM that can offer all the peace of mind a financial company needs.

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What you will take away from this eGuide.

Traditional wisdom dictates that building something is a great idea because it allows financial institutions to get something that meets their specific needs.

That view has shifted in recent years though, for all kinds of reasons starting with the fact that we now live in a world where Vertical CRM solutions exist.

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Our lead management capabilities enable firms to:

• Capture and process all leads consistently through a single application
• Provide unique capabilities to maximize the profitability of each lead
• Encourage system adoption by making it easier for sales reps to convert leads
• Drive revenue profitability and optimize processes through close loop analytics

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Cross-sell opportunities abound in large banks. It’s critical that staff across the organization not only recognize these opportunities but also learn how to gain information at each interaction that can be used to create future referral opportunities.

Routing Referrals Appropriately

Once identified, it’s critical that referrals be routed to the right person and acted upon promptly. Referrals often relate to a real need so it’s important that they be followed up on quickly to avoid missing the opportunity to close an easy sale.

Balancing Transparency

One of the biggest challenges of implementing a firm-wide referral program is balancing the need for transparency and oversight across lines of business and regions with regulatory, privacy, and regional data residency requirements.

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When it comes to Artificial Intelligence in financial services, there are all kinds of ways in which organizations deploy rules and algorithms. While a majority use it for customer engagement applications or in vertical-specific software, other use cases arise in the form of call center service and support, cybersecurity, supply chain management or asset performance management.

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NexJ’s Process Management Services are powered by SmartForms and Workflows, which enable effective and efficient Business Process Automation.

This allows companies to quickly automate complex and tedious client-centric business processes and integrate them with their existing systems and data stores to increase efficiency and productivity, improve the client experience, and reduce operational costs.

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This document explains NexJ’s approach to data migration, our practices, and capabilities.

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These assistants further equip advisors with data-driven prompts to help drive efficiency, meet compliance obligations and drive customer loyalty.

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The Data Bridge offers powerful data processing capabilities that support the creation of specific data views for individual data warehouses, reporting systems, and back-office compliance and archiving solutions.

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Regulators are primarily concerned with the protection of retail clients and many firms have been fined following reviews, usually due to weaknesses in systems and controls.

NexJ’s Intelligent Customer Management products enable firms to determine and demonstrate the suitability and appropriateness of products and services sold, in compliance with MiFID II and the FCA, including requirements for initial assessments; trade idea generation, recommendations, and advice; ongoing information and portfolio turnover reviews; and governance and monitoring.

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