MS Office Connector

Stay Connected and Organized via Our Microsoft Office Connector

The key capabilities of our Microsoft Office Connector include:

  • Enabling a real-time, server-side synchronization of schedule items, tasks, and contacts, our smart conflict detection and resolution features ensure data accuracy and completeness. This automatically allows Relationship Managers to access the task view and schedule events in our CRM product as well as in Microsoft Outlook, and view detailed contact information from both systems.
  • Allowing Relationship Managers to easily store sent or received emails in the client journal. In fact, once they initiate the process, it stores a copy of the email for everyone on the distribution list.

On top of these benefits, our Microsoft Office connector doesn’t have the high maintenance costs of ETL routines.

And that’s not all!

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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