Case Management

Drive Efficiency via our Case Management Functionality

Our Case Management feature allows agents to track the status of a case or request throughout the request lifecycle – from initial report, through resolution, to completion. Through our templates, processes are standardized and streamlined and through our robust workflow capabilities, cases are aligned with Activity Plans, which generate and assign tasks.

With NexJ, agents can:

  • Initiate cases, including entering in key information and attaching relevant documents
  • View active and completed cases and related transactions (by time period, if required)
  • Work on and expedite case closing by using Activity Plans
  • Reassign or escalate cases

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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