Designed to help bankers model complex relationships, our robust Client Relationship Modelling feature takes data analysis to the next level. Key use cases include: modelling referrals, legal relationships, financial relationships, business relationships, related parties, companies, subsidiaries, and other banker-defined groups. To provide added flexibility, we support both hierarchical and ad hoc groupings such as associations or professional affiliations.
This functionality can also allow bankers to assign an unlimited number of parent-child and other relationships (e.g. spouses, joint account owners, a client and accountant, a company and its directors) What’s more – it can support modelling one-to-one, one-to-many, many-to-many, and many-to-one relationships.
Client Relationship Modelling allows bankers to:
And that’s not all!
Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.Book a Demo keyboard_arrow_right
Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right