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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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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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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