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

Each of our 6 industry-specific CRM products act as the foundation to your ICM solution.

  • Wealth Management
  • Private Banking
  • Commercial Banking
  • Corporate Banking
  • Sales, Trading & Research
  • Insurance

Each component of our platform plays a critical role in powering our CRM products.

  • Artificial Intelligence Services
  • Relationship Management Services
  • Process Management Services
  • Data Management Services
Products Modules

Each of our add-on product modules can help you boost your CRM product’s performance.

  • NexJ NudgeTM
  • Onboarding
  • Insights
Platform Modules (Superchargers)

Each of our platform modules can help you rev up your platform’s performance.

  • Microsoft Office Connector
  • G Suite Connector
  • Data Bridge

To further explore the building blocks of our ICM solution, click on each object below:

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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