Call Lists

Optimize Call Activity by Leveraging Our Score-Based Call List Capability

During each call, the sales person is guided through the call log process allowing them to quickly specify the securities discussed, take notes and update a distribution list.

 

Notification-Triggered Call Lists

Key external events such market-driven events or trades can trigger call-to-action driving notifications. These notifications, in turn, can generate call lists, which can be filtered by key criteria.

Sales managers can leverage this features’ filtering and sorting capabilities. On top of this, sales managers have the ability to apply additional filtering by call list or owner.

 

The Value that Our Call List Feature Provides You

  • Optimize the calling process
  • Drive sales

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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