Brochure Archives —

Integrated Advisor Desktop

NexJ Systems Inc. — Thu, 09 Jun 2022 20:18:30 +0000

Most advisors would compare their experience of working with data to the act of juggling. They don’t have access to a consolidated view of their customers, are often saddled with tools and systems that don’t work together, and are compelled to switch between applications while trying to service customers. Providing advisor tools and unified customer information in one place can make all the difference.

Download this brochure to learn how NexJ’s Integrated Advisor Desktop allows advisors to create a single point of truth across company-wide sources and eliminates duplicate data entry while ensuring that context is passed between applications.

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NexJ CRM for Wealth Management on IBM Cloud for Financial Services

NexJ Systems Inc. — Tue, 15 Jun 2021 15:52:43 +0000

NexJ CRM deployed on IBM Cloud for Financial Services™ helps wealth management firms build trust with specific features for security, compliance and resiliency that financial institutions require. Firms can have CRM on a cloud platform that enables innovation and delivers new, more personalized customer experiences while managing stringent industry regulations for sensitive data and complex… Continue Reading NexJ CRM for Wealth Management on IBM Cloud for Financial Services

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NexJ Private Banking Dashboards

NexJ Systems Inc. — Tue, 15 Oct 2019 16:54:33 +0000

NexJ offers several reporting and graphical formats to provide Relationship Managers (RMs) with real-time information about leads, opportunities, accounts, forecasting, and to consolidate sales information for sales managers.

Our client-centric dashboards summarize business-critical KPIs and trends, and transform this data into actionable insights. They allow private banks to understand their firms’ health at a glance across several metrics.

Private Banking dashboards include:

Campaigns
Activities
Opportunities
Pipeline
Management

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NexJ Comprehensive Customer View for Corporate Banking

NexJ Systems Inc. — Wed, 21 Aug 2019 19:25:36 +0000

By integrating all of your existing internal and external data sources with NexJ CRM, your company can ensure that bankers always have the most up-to-date information at their fingertips – no more toggling or collating data. This reduces administrative tasks and operational costs by enhancing productivity and efficiency, and allows bankers to get more out of the system than they put into it.

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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NexJ Lead Management

NexJ Systems Inc. — Thu, 16 May 2019 14:31:45 +0000

Firms are seeking to maximize the value of each lead, drive efficiencies in the sales process, and leverage their existing client base for cross-firm and cross-product referrals. Consistent lead capture and processing helps produce reliable metrics and KPIs that empower organizations to determine lead profitability by source, sales concept, segment, and more.

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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Process Management Services

NexJ Systems Inc. — Wed, 24 Apr 2019 15:52:30 +0000

Processes such as client onboarding, account opening, KYC, and AML can be time-consuming and complex. Automation through Artificial Intelligence (AI) is critical to improving and personalizing the client experience, standardizing and streamlining sales and client service activities, and decreasing the cost of internal operations.

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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NexJ Nudge ™️

NexJ Systems — Thu, 17 Jan 2019 18:46:44 +0000

NexJ Nudge-AI is a suite of digital assistants that leverage Artificial Intelligence, Machine Learning, and Natural Language Processing to make intelligent investment recommendations, suggest next best actions, share relevant information and analyze data for insights in order to help advisors better engage and service their clients. These assistants further equip advisors with data-driven prompts to help… Continue Reading NexJ Nudge ™️

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NexJ Data Bridge

NexJ Systems — Thu, 17 Jan 2019 18:29:19 +0000

The NexJ Data Bridge is a NexJ CRM module that orchestrates real-time packaging and delivery of data from CRM to external data consumers.

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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Compliance With the Suitability and Appropriateness of Advice

NexJ Systems — Thu, 17 Jan 2019 18:25:52 +0000

What you will take away from this brochure.

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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Digital Engagement

NexJ Systems Inc. — Wed, 14 Jun 2017 14:56:18 +0000

NexJ Systems offers a suite of integrated digital engagement services to help financial services firms engage productively with customers at every stage of the customer journey. With just a few minutes per week, NexJ enables firms and their client-facing employees to:

Engage meaningfully with clients at the right time in the customer journey
Deliver a superior, value-added customer experience between financial interactions
Build and maintain a stronger, more influential online brand
Collect data to calculate ROI on social marketing and refine future campaigns

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AML – Financial Crime Compliance

NexJ Systems Inc. — Mon, 27 Mar 2017 14:08:18 +0000

Financial Crime is a top 7 priority of the FCA and, as such, enabling compliance is high on the list of initiatives for financial services firms in the U.K. To complicate matters, firms have two sets of regulations to comply with:

Money Laundering Regulations 2007, owned by the HM Treasury
Additional oversight from the FCA in the form of a Financial Crime Guide developed from thematic reviews, the Systematic Anti-Money Laundering Programme (SAMLP) for some banks, and regular AML inspections for all others

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MiFID II Compliance for Wealth Management & Private Banking

NexJ Systems Inc. — Fri, 24 Mar 2017 17:29:17 +0000

MiFID II, which went live on January 3, 2018, is designed to expand Investor Protection and to improve transparency. To comply with the exhaustive requirements, financial services firms in the EU are required to change many aspects of their business model, operations, systems, and processes across the front-, middle-, and backoffice.

NexJ is the pioneer of Intelligent Customer Management, which helps firms meet these new compliance obligations without disrupting business processes or tying up resources on manual data entry, validation, processing, or reporting. With users in over 60 countries, our customers benefit from our deep expertise across financial services verticals, strategic investment in innovation, and commitment to their success.

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Adopt an Evolutionary Approach to Your Siebel Systems Migration

NexJ Systems Inc. — Sat, 07 Nov 2015 16:53:32 +0000

The typical financial services or insurance organization has a large investment in outdated systems that are critical to the company’s operations. For many companies these systems are expensive to maintain, difficult to upgrade, or out-of-date but deeply integrated or customized environments make it difficult to upgrade to a modern system.

These companies feel as though they’re caught between a rock and a hard place. Saddled with a costly, inefficient system, they risk falling behind the competition. A total “rip and replace”, on the other hand, has its own share of risks, including customer service disruptions, user dissatisfaction, delays and budget overruns.

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NexJ Comprehensive Customer View for Wealth Management

NexJ Systems Inc. — Sat, 07 Nov 2015 16:39:40 +0000

Financial services firms are under tremendous pressure from customers, investors, and regulatory bodies. They are expected to improve service, increase the client-base, maximize revenues, and comply with regulatory requirements. This is a tall order and it becomes even more complex for global firms with customer data stored in geographically-dispersed data silos.

Wealth Management firms need a complete understanding of each client across all 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 households so that you can better understand your clients.

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NexJ CRM for Private Banking

NexJ Systems Inc. — Sat, 07 Nov 2015 16:25:51 +0000

NexJ Customer Relationship Management (CRM) for private banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view.

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

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NexJ CRM for Wealth Management

NexJ Systems Inc. — Sat, 07 Nov 2015 16:09:19 +0000

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.

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About NexJ Systems.

NexJ Systems Inc. — Sat, 07 Nov 2015 15:26:51 +0000

NexJ Systems is the pioneer of Intelligent Customer Management. Our award-winning Customer Relationship Management (CRM) software is designed to help Wealth Management, Private Banking, Corporate and Commercial Banking, and Insurance firms revolutionize their business. Powered by artificial intelligence, our products help drive productivity, boost client engagement, and increase revenue. Unlike traditional CRM, our product encompasses more than relationship management; it also includes data management, process management, and intelligence. Our intelligent CRM is tailored specifically for the following verticals:

Wealth Management
Private Banking
Corporate Banking
Commercial Banking
Insurance
Sales, Trading, & Research

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NexJ CRM for Corporate Banking

NexJ Systems Inc. — Sat, 07 Nov 2015 15:18:41 +0000

NexJ Customer Relationship Management (CRM) for Corporate Banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view. On top of delivering superior performance and usability, our CRM for Corporate Banking product was built to address the integration challenges, inflating costs, and limited functionality faced by other CRM options currently on the market. By offering a CRM product that supplies the real-time data required by firms, we deliver a superior user experience, drive high user adoption rates, and provide a competitive total cost of ownership.

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NexJ CRM for Commercial Banking

NexJ Systems Inc. — Sat, 07 Nov 2015 15:14:49 +0000

NexJ Customer Relationship Management (CRM) for Commercial Banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view. On top of delivering superior performance and usability, our CRM for Commercial Banking product was built to address the integration challenges, inflating costs, and limited functionality faced by other CRM options currently on the market. By offering a CRM product that supplies the real-time data required by firms, we deliver a superior user experience, drive high user adoption rates, and provide a competitive total cost of ownership.

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NexJ CRM for Sales, Trading, and Research

NexJ Systems Inc. — Sat, 07 Nov 2015 15:07:13 +0000

NexJ Customer Relationship Management (CRM) for Sales, Trading, & Research has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view. On top of delivering superior performance and usability, our CRM for Sales, Trading, & Research product was built to address the integration challenges, inflating costs, and limited functionality faced by other CRM options currently on the market. By offering a CRM product that supplies the real-time data required by firms, we deliver a superior user experience, drive high user adoption rates, and provide a competitive total cost of ownership.

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NexJ Enterprise Synchronization for Microsoft Exchange

NexJ Systems Inc. — Sat, 07 Nov 2015 15:04:13 +0000

Fast moving sales and service representatives live and die by their schedules. Organizations therefore need an efficient and reliable synchronization solution that keeps their CRM schedule, Outlook, and all their mobile devices in sync. The solution must keep the schedule items, tasks, and contact information up-to-date regardless of the device on which they were created and without manual intervention so that sales and serve representatives have access to the information they need when they need it.

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