Our Intelligent Customer Management solution, which includes our CRM for Wealth Management product, leverages the power of artificial intelligence, machine learning, and analytics to help you strengthen trusted relationships, grow assets under management, and deliver personalized service.
By delivering a truly integrated CRM product that delivers on the real-time data requirements of each firm, we deliver a superior user experience, drive high user adoption rates and provide a competitive total cost of ownership.
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Designed to help consolidate all key information across your firm, our Comprehensive Customer View equips your advisors with the most informative, insightful and up-to-date information.Learn About Comprehensive Customer View arrow_forward
Built to help establish and maintain householding for multiple customers living at the same address, and manage relationships for multiple customers living at different addresses, our CRM for Wealth Management product provides flexible householding functionality to facilitate policy/account aggregation and the modeling of complex relationships. This includes referrals, family relationships, related parties, companies, and ad-hoc relationships such as associations, or professional affiliations.Learn More About Householding arrow_forward
Aimed at streamlining the changing process of customer onboarding due to changing regulatory obligations and heightened customer expectations, our onboarding feature provides advisors the bandwidth to focus on providing customers with personalized service.Learn More About Onboarding arrow_forward
Developed to provide advisors data-driven recommendations to help increase their customer’s assets under management, NexJ Nudge™️ functionality can help advisors deliver the best service and improve client outcomes – in real time. This feature generates and ranks actions, which are then presented to the advisor to help them to carry them out.Learn More About NexJ Nudge™️ arrow_forward
Designed to provide advisors with opportunities for interactions to promote retention and advocacy, our Insights product module is a built-in digital engagement service. It pulls relevant digital content from more than 15,000 third party publishers and filters it prior to distribution to ensure it complies with financial services regulations.Learn More About Insights arrow_forward
Built to maximize the leads and referral opportunities you receive, our lead management capability can identify the value of each lead, drive efficiencies in the sales process, and leverage your existing customer base for cross-product referrals.Learn More About Lead Management arrow_forward
Designed to help our capabilities run at full capacity, our key technology components
help drive our CRM forward.
We provide you 3 flexible deployment options to accommodate to your firm’s business needs: on-premise, hybrid and private cloud. We will also provide you a secure solution with full ownership of your data. Our point of differentiation is that your data is never co-mingled with that of other customers.Learn More About Deployment Options arrow_forward
With our focus on integration and the customer experience, our CRM for Wealth Management product addresses the challenges around processing large volumes of data from existing systems by providing advisors a consolidated, easy-to-use interface. This, in turn, drives adoption rates.Learn More About Integration arrow_forward
Our rules-based SmartForms, workflows and activity plans are designed to standardize and automate scheduled and ad hoc tasks. Not only do these reduce risk levels, resulting from human error, it enables advisors to focus on revenue-generating activities.Learn More About Workflows arrow_forward
Our rules engine, designed to enforce business rules company-wide, can be defined at any layer of the platform. At run-time, events, UI navigation, or business model updates, can set these rules to motion. Rules can be configured for our key capabilities and features, including: alerts & notifications, workflows, coverage, categories & custom fields, NexJ Nudge™️ and data validation.Learn More About Rules Engine arrow_forward
Based on visibility rules, our dynamic, flexible, and centralized security model will allow you to share information without worry. Founded on industry-wide standards, it allows us to directly map to existing security models and leverage existing entitlements models. Security rules are enforced by our main server and are centrally defined in the Business Domain Model. This way, they are applied across the board, regardless of your UI or access method.
Key components of our security model are: integrated user authentication, data visibility, functional entitlements and encryption.Learn More About Security arrow_forward
Designed to address the constantly-changing regulatory environment, organizations are under increased pressure to comply with fiduciary and regulatory requirements. That’s where our extensive experience working with leading global financial institutions comes in. Not only do we specialize in helping firms meet their regulatory obligations, we integrate with local and regional policies and standards.
On top of that, we provide data virtualization capabilities that you can use to satisfy complex in-country and cross-border data residency requirements across multiple jurisdictions.
We can help you comply with industry and government standards and privacy regulations through key features: data virtualization, security, business rules, Smartforms & workflows, reporting and auditing.Learn More About Compliance arrow_forward
Book a demo today and learn why we are a global leader in the CRM space.Book a Demo keyboard_arrow_right