Opportunity Management

Maximize the Value of Your Opportunities to Drive Conversion

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 Relationship 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.


The Value that Our Opportunity Management Feature Can Provide You

  • Capture and process all opportunities consistently through a single solution
  • Provide unique capabilities to maximize the profitability of each contact
  • Encourage system adoption by making it easier for Relationship Managers to convert leads – either manually or automatically
  • Track the sales process from start to closure using pipeline reports and management dashboards

And that’s just the beginning!


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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