Designed to help you deliver the best financial recommendations to your clients, our Data Management feature provides you with a 360° view of client activities, their relationship with members of a company, and client insight gained from integration with in-house systems and external data feeds.
We also deliver a centralized view of all client information from back office data sources, including:
And that’s the tip of the iceberg!
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