CRM Capabilities

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Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Your Clients
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Householding

Effectively Retain Assets During the Transfer of Wealth by Understanding Intergenerational Relationships
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Onboarding

Shift Your Focus from Administrative Tasks to Revenue-Generating Activities
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NexJ Nudge™️

Leverage Our Robust Recommendation Engine to Boost the Performance of Relationship Managers
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Insights

Provide Insights to Improve Your Client’s Buying Journey
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Opportunity Management

Maximize the Value of Your Opportunities to Drive Conversion
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MS Exchange Connector

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Data Bridge

Leverage Our Powerful Data Processing Capabilities to Help Improve Performance and Resiliency
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