Our Opportunity Management capability allows you to identify and track opportunities from a single UI through a sales process. Opportunities, which are assigned to specific contacts, can be tied to a campaign, service request, or other entity. This data can rolled up along defined relationship hierarchies to manage the proposal process effectively. At the end of the sales journey, prospects can be automatically converted to a client based on select business rules, or relationships managers can convert them manually.
CRM for Private Banking provides several reporting and graphical formats that display data around opportunities in real-time, and to consolidate sales information for sales managers. In addition, pipeline reports and management dashboards are available to track and summarize interactions, progress, status, and activities across all opportunity stages.
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