Call Reporting

Drive Efficiency Via Integrated Call Reporting and Interaction Journals

Our robust interaction management capabilities provide the infrastructure to support our advanced call logging and reporting. With call reports being categorized as action items, or tasks, they can be part of an activity plan or workflow, and can be logged in the business client’s Interaction Journal. Call reports can also be logged manually or automatically, as part of a workflow.


Let Business Bankers Save Time and Focus on Service with Interaction Journals, Workflow Capabilities, and Call Log Templates

Key features Within the Call Reporting Functionality are:

  • Interaction Journals: All call records are saved in detailed call reports and are assigned to each business client’s Interaction Journal. This provides an exhaustive interaction log, across lines of business and through multiple communication channels.
  • Workflow Capabilities: These can be used to log other call-related events to each journal (e.g. specific transactions or searches).
  • Alerts and Notifications: Built into the activity and workflow management model and driven by configurable business rules, call reports can include reminders that alert or notify users of updates or changed assignments of the call report.


The Value That Our Call Reporting Feature Provides You

  • Boost collaboration by allowing business bankers to share call information with other users, across the organization

And that’s just the tip of the iceberg!

Get started today and let us help you attain success.

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.

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Have a question? Get in touch with us today.

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.

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