Our lead management capability is designed to streamline lead and referral management processes in order to drive best practices for capturing, scoring, distributing, and nurturing these opportunities to drive conversions and maximize profitability. Advisors can also implement closed-loop analytics to proactively drive the right behaviours and equip management to eliminate bottlenecks and optimize results.
On top of that, our lead workspace:
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