Our robust householding feature provides agents insights around complex relationships including referrals, family relationships, related parties and companies. This functionality determines and maintains householding for multiple clients living at the same address, and manage relationships for multiple clients living at different addresses.
To provide added flexibility, it supports both hierarchical and ad hoc groupings such as associations or professional affiliations.
Householding can assign an unlimited number of parent-child and arbitrary relationships for a contact, such as those between spouses, dependants, a client and accountant, and more. What’s more – it can support modeling one-to-one, one-to-many, many-to-many, and many-to-one relationships throughout the system.
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