Click on each of the objects below to view the components of our Intelligent Customer Management (ICM) solution and see how they work together.
Each of our 6 industry-specific CRM products act as the foundation to your ICM solution.
Each component of our platform plays a critical role in powering our CRM products.
Each of our add-on product modules can help you boost your CRM product’s performance.
Each of our platform modules can help you rev up your platform’s performance.
Developed to help Relationship Managers grow assets under management by solidifying client relationships.
Designed to provide you data-driven next best actions, this equips you to boost user performance and drive client success.
Developed to streamline the client onboarding process, this equips you to drive accuracy and efficiency.
Built to provide your clients content aligning with their interests, this equips you to improve client engagement.
Designed to enable synchronization of scheduled items, tasks and contacts, this helps you stay organized and connected.
Built to enable the synchronization of contact and calendar info, this equips you to stay in sync with your contacts.
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