Our Comprehensive Customer View provides relationship managers a 360° view of their contacts, in an easy-to-view and navigable format. It gives them the ability to make recommendations in a fraction of the time, without any toggling or data collating.
By consolidating information across company-wide sources, it allows relationship managers to create a single point of truth that is shared across all lines of business. Key data points include profile information, demographic information, activities, and related account information.
Relationship Hierarchy: This feature, which models households and extended households, can aggregate and roll up account and interaction information along complex relationship hierarchies. Relationship managers can drill to detailed information on each client, including transactions, family estates, trusts, coverage team, related parties, and documents. In addition, this functionality models client relationships, including the client’s personal and professional relationships, coverage team, ad hoc hierarchies, and spheres of influence. This information can be rolled up along hierarchies to allow relationship managers to view all of the above information for each relationship.
And that’s just the beginning!
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