Designed to help business 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 and 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 enables business bankers to better identify and collaborate on cross-sell opportunities across regions.
Client Relationship Modelling Allows Business 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