Data Management

Provide the Best Analytics via Data Management

Designed to help you deliver the best financial recommendations to your customers, our Data Management feature provides you a 360° view of customer activities, their relationship with members of a company, and customer insight gained from integration with in-house systems and external data feeds.

We also deliver a centralized view of all customer information from back office data sources, including:

  • Products and services aggregated by region, division, and corporation
  • Customer insights from other systems including accounts, holdings, transactions, trading volumes, revenue, and assets under management
  • Corporate hierarchies and households including legal and financial structures
  • News and events
  • Social Media posts

And that’s the tip of the iceberg!

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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