Corporate & Investment Banking is about understanding customers, and relationship hierarchy makes that task a lot simpler. For more information, contact NexJ Systems Inc.
Relationship hierarchy for wealth management is about servicing the household, not the individual. For more information, contact NexJ Systems Inc.
Next Best Action is about using the right channel to deliver the right message to the right customer, at the right time.
This blog explains what Open Banking means while evaluating its implications and applications for financial services. For more information, contact NexJ Systems Inc.
Technology has the ability to make our jobs less time consuming and more efficient, and with high user adoption rates your users can be finding new ways to leverage that technology. They can come up with good questions about the system’s functionality and good ways to incorporate the capabilities of your CRM product into their daily lives or good ways to leverage the CRM product to make their jobs easier overall.
In my last blog, I discussed NexJ’s first three best practices of user adoption, and why developing, analyzing, and aligning are crucial steps in the process of engaging your users with your CRM. Today, I’d like to discuss the next three of the 9 best practices for user adoption, which are planning, partnering, and encouraging.
It’s common knowledge that user adoption is necessary to the success of a change in a company’s software and key to appropriately leveraging your technology investments. Poor user adoption is one of the most common reasons software launches fail. When your users aren’t using all the features of a CRM, they’re not getting the benefits of it, and neither are your clients.
Extending Next Best Action to customer service seems a natural progression, considering the service representative is already engaged with the customer, and presuming the interaction went well, means extending the dialog with an appropriate offer. But how do we extend this to optimizing interactions at the point of service dispensation?
Celent recently came out with their reports on CRM for Wealth Management in the European Market and North American Market and awarded NexJ the XCelent awards for Functionality, Service, and Client Base it was another sign that NexJ continuously pushes the envelope in the market.