Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Clients

Our Comprehensive Customer View provides agents with a 360° view of their contacts, in an easy-to-view and navigable format. It gives them the ability to make recommendations in a fraction of the time, without any toggling or data collating.

By consolidating information across all company-wide sources, it allows agents to create a single point of truth that is shared across all lines of business. Key data points include profile information, demographic information, activities, and related account information.

Key Features to Drive Results:

  • Relationship Hierarchy: This feature can aggregate and roll up account and interaction information along complex relationships. Agents can drill to detailed information on each client, including policies, coverage team, related parties, and documents. In addition, this functionality models client relationships, ad hoc hierarchies, and spheres of influence. This information can be rolled up along hierarchies to allow agents to view all of the above information for each relationship.
  • Interaction Journal: Our Interaction Journal logs all client interactions, including meetings, communications, events, etc.
  • Notes Capability: Enables agents to capture and view notes about the contact.
  • Custom Fields & Categories: Enables agents to collect extended profile information.

And that’s just the beginning!

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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