Collaboration

Strengthen Collaboration to Increase Efficiency and Create High-Performing Teams

To enhance communication and support a flow-based business, our Collaboration functionality sends action-triggering notifications to users. Actionable notifications, which can be launched by clicking on them, ensure that users stay on top of their assigned tasks and push things forward by assigning tasks to other users, if required. In addition, users

Other key features include mobilization, group scheduling and task management, workflows, coverage teams, and integration with client portals.

With our Collaboration capability, users can:

  • Engage clients from any location using a tablet or SmartPhone
  • Securely share and update information and messages through the portal
  • Share client-specific information and documents through secure messaging to speed response times, source subject matter expert expertise, and capitalize on cross-selling opportunities
  • Provide tailored service through the use of coverage teams
  • Monitor life events and collaborate with clients via social networks

 

The Value that Our Collaboration Feature Provides You

  • Drive adoption and improve user performance
  • Increase efficiency
  • Enhance personalized services
  • Drive cross-selling opportunities

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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