Our Comprehensive Customer View provides advisors with a 360° view of their contacts, in an easy-to-view and navigatable format. This is exposed through our Integrated Desktop, which delivers a comprehensive view of front, middle, and back-office information. To present this information to users as a single application, this information is combined with CRM functionality and workflows in a flexible portal container with seamless context passing. In sum, you can quickly and effectively leverage company data and applications to better understand, sell to, and service your clients.
By consolidating information across company-wide sources, it allows advisors 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.
And that’s just the beginning!
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.Book a Demo keyboard_arrow_right
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.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right