Standardize and Automate Processes through Our Workflows

Designed to guide advisors through the data capture process, our dynamic SmartForms provide fields and forms to align with the data captured. For ease of use, all forms are pre-populated. As new data is captured, it is saved to the back-office data sources. Once completed, forms are validated, then routed to one or more approvers, as per on the information in the forms.

Our SmartForms and workflows can be configured at run-time and seamlessly rolled out to advisors to share best practices across regions, branches, and advisors. These will allow you to standardize and automate processes such as Know Your Customer (KYC), customer onboarding, and account maintenance – all while driving efficiency and ensuring compliance.

Our robust Activity Management functionality provides you the ability to automate and standardize business processes using Activity Plans. These are collections of tasks and scheduled items that are automatically sequenced and assigned to the appropriate individuals or user roles based on coverage team assignment to accomplish a specific business objective or workflow. Activity Planning automates business processes across regions, branches, and advisors to improve resource allocation and standardize the customer experience.

Explore our CRM product further.

Get started today and let us help you attain success.

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

Have a question? Get in touch with us today.

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