In an increasingly competitive climate, financial organizations need to compete not only for market share, but also to attract and retain the industry’s top talent. Advisors are drawn to organizations that promote business growth and allow them to do their work with minimal administrative efforts so that they can focus on revenue generation. Firms must provide their advisors with the latest tools, or risk losing them to the competition.
NexJ CRM, designed specifically for wealth management and private banking, helps to attract and retain advisors by providing intelligent CRM technology. Integration is a key factor in any successful CRM strategy. By providing enterprise customer data stored in legacy and back-office systems in a single, integrated view, NexJ CRM for financial advisors minimizes redundant data entry and the need to search through multiple systems for information. Instead, advisors have all the information they need to better understand clients in a comprehensive client view. Through the Integrated Advisor Desktop, advisors also have access to the multiple applications they need to do their job in a single, seamless interface. When advisors feel they are getting far more out of the system than they put in, their acceptance of a system dramatically increases. Integrated CRM aggregates data from enterprise systems, apply business intelligence, and drive intelligent, proactive interactions, saving advisors’ time and deepening client relationships.
Another key feature of modern CRM that attracts and retains advisors is streamlining and automating complex and tedious client-centric business process such as client onboarding, account reviews, and KYC. These business processes, or workflows, are built into NexJ CRM for financial advisors, and can be tailored to suit an organization’s specific requirements. With NexJ’s Intelligent Customer Process Management, the latest information is automatically pulled in from CRM and other integrated data stores at the start of the business process to pre-fill forms, and the users are guided through the data capture process. This significantly reduces the administrative work advisors need to complete.
NexJ provides AI-powered CRM for financial advisors. Features that help to attract and retain advisors include:
For more information on NexJ CRM for financial advisors, see our Wealth Management brochure.