Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Business Clients

Our Comprehensive Customer View provides users with a 360° view of their contacts, in an easy-to-view and navigable format. It gives them the ability to make recommendations in a fraction of the time, without any toggling or data collating.

By consolidating information across all company-wide sources, it allows users to create a single point of truth that is shared across all lines of business. Key data points include profile information, demographic information, activities, and related account information.

Key Features to Drive Results:

  • Relationship Hierarchy: Enables Sales Managers to better identify and collaborate on cross-sell opportunities across regions.
  • Interaction Journal: Our Interaction Journal logs all client interactions, including meetings, communications, events, etc.
  • Notes Capability: Enables users to capture and view notes about the contact.
  • In-context messaging: Allows users to exchange secure messages about the contact.
  • Custom Fields & Categories: Enables users to collect extended profile information.

The Value that Our Comprehensive Customer View Can Provide You:

  • Drive opportunities to drive revenue
  • Enhance client experiences by minimizing wait times for the business clients and provide users with insightful information

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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