NexJ develops and delivers intlligent CRM for financial services to address the specific needs of financial markets including:
NexJ delivers AI-powered CRM for financial services. The world’s leading financial services firms use NexJ’s CRM for financial services to:
NexJ’s CRM for financial services integrates client profile, interaction, and transaction information from across the enterprise to transform a transaction- or account-based view to a people-centered view.
Financial services firms use NexJ CRM as the basis of an integrated desktop that unifies multiple disparate solutions into a single application. With an integrated desktop, organizations can leverage their enterprise data and applications to orchestrate key user workflows such as client onboarding, quotes and applications, account opening, KYC, and financial planning. NexJ CRM for finance provides the key capabilities advisors, bankers, relationship managers, contact centre agents, and support teams need to streamline their day-to-day tasks, reduce their administrative burden, and grow their business. This ease of use and access to actionable intelligence ultimately enables organizations to better sell to and service their clients, optimize one-bank initiatives, and maximize client value.