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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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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Vertical CRM is a Customer Relationship Management solution created and deployed specifically for a par-ticular industry. It is a solution that supports how a financial services organization does business and existing business processes.

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The Continuous Delivery Pipeline is, simply put, a set of steps that a company’s code changes must go through to make their way to production. The Pipeline comprises four elements — Continuous Exploration (CE), Continuous Integration (CI), Continuous Deployment, and Release on Demand — and this white paper takes a closer look at the third one, Continuous Deployment (CD).

CD starts with actual coding, and then involves taking validated features from a staging environment and deploying them into the production environment, where they are readied for release. Deployed changes must be moved to production in a way that does not affect the behavior of the current system, which is why CD can also be described as a series of incremental changes that can continually be deployed to production but are released to end users only when the time is right.

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It also details NexJ Systems’ recommendations based on our experience working with customers and their individual approaches to compliance.

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Under these regulations, firms must gather specific information, comply with disclosure requirements, conduct activities in accordance with defined rules, and be prepared to demonstrate their compliance. Non-compliance is penalized with large fines from regulatory bodies.

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It also explores NexJ Systems’ experience with the cloud and how its suite of products support adoption and data integration.

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Security rules are enforced by the NexJ Server and are centrally defined in the Business Domain Model, so they will be consistently applied regardless of the UI or access methods being used to retrieve or manipulate data elements.

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At NexJ Systems, we understand that user adoption is key to the success of any Customer Relationship Management software implementation, and that integration improves user adoption rates.

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