NexJ CRM for Wealth Management

NexJ Customer Relationship Management (CRM) for Wealth Management is the only CRM in the market purpose built for the wealth management industry. It has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view.

It delivers intelligent functionality for wealth management firms such as flexible householding to model complex relationships and ad-hoc groups, and rollup of account information along defined hierarchies. Wealth management firms use NexJ CRM to attract new clients, reduce churn, modernize the sales and service model, and help you meet regulatory requirements.