CRM Industry Topics

Business Process Management (BPM)

Business Process Management (BPM) serves a critical function in financial services by enabling firms to automate workflows and rollout best practices across the organization. It is particularly effective and efficient when it is integrated with CRM and other back-office systems

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Customer Lifestyle Management

Where traditional CRM tends to focus only on the Acquisition phase – lead, opportunity, and campaign management, NexJ provides robust CRM for financial services capabilities across the entire customer lifecycle.

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Call Center CRM Software

Agents need to quickly identify customers, solve a wide range of problems efficiently, and, in many companies, suggest appropriate opportunities for cross-selling and upselling.

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CRM for Financial Advisors

NexJ CRM, designed specifically for wealth management and private banking, helps to attract and retain advisors by providing next generation CRM technology. Integration is a key factor in any successful CRM strategy.

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CRM for Financial Services

NexJ’s CRM for financial services integrates customer profile, interaction, and transaction information from across the enterprise to transform a transaction- or account-based view to a people-centered view.

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Digital Engagement

NexJ Systems offers a suite of integrated digital engagement services to help financial services firms engage productively with customers at any stage of the customer journey.

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Financial Crime Compliance for Wealth Management and Private Banking

Financial Crime is one of the top 7 priorities of the FCA for 2017 and, as such, enabling regulatory compliance is high on the list of initiatives for wealth management and private banking firms in the U.K.

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Integrated Desktop

Integrated Desktop turns users into net receivers of information who get exponentially more information out of the system than they put into it.

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Suitability and Appropriateness

Suitability and Appropriateness is a priority for wealth management and private banking firms, but it has historically been a difficult process for firms to standardize and demonstrate.

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User Adoption for Financial Services

Leading financial services firms are investing in integrated enterprise customer relationship management to deliver this knowledge to their customer-facing teams.

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