Intelligent Customer Management

- A Closer Look

Click on each of the objects below to view the components of our Intelligent Customer Management (ICM) solution and see how they work together.

CRM Products

Designed to help advisors grow assets under management by forging deep client relationships.

Devised to help bankers drive upsell and cross-sell opportunities by delivering personalized service.

Designed to help business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions.

Developed to help users maximize profit and optimize capital usage.

Devised to help agents drive renewals and cross-sell opportunities.


Equips you to deliver valuable insights to your clients by leveraging data to generate actionable recommendations.

Developed to help you understand complex relationships, this equips you to drive revenue and enhance your client experience.

Devised to automate and integrate complex processes, this equips you to drive optimization and efficiency.

Built to integrate all of your client data, this platform module provides the foundation for Comprehensive Customer Views and reporting.

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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