NexJ Contact for Finance 3.1 introduces significant new functionality and enhancements to Financial Services CRM solution
Toronto, January 27, 2011 — NexJ Systems Inc., a leading provider of enterprise CRM solutions for the financial services, insurance and healthcare industries, today announced the release of NexJ Contact for Finance 3.1. This version introduces several features including a New Account Opening Wizard, Meeting Briefing Books and Team Schedules as well as enhancements to existing capabilities.
“NexJ is committed to being at the forefront of innovation within the enterprise CRM market,” says Paul DeVriendt, Senior Vice President, Products, NexJ Systems Inc. “The latest version of NexJ Contact for Finance is further evidence that we not only listen to the market and our customers, but that we strive to exceed the expectations of what enterprise Financial Services CRM is meant to offer.”
Leading organizations in the financial services industry are using NexJ Contact for Finance, tailored to their specific needs, to distinguish themselves from their competition. The latest features position NexJ Contact for Finance as the best choice for Financial Services CRM:
- New Account Opening Wizard – simplifies the process of establishing a new account, saving time and reducing manual error, so financial advisors can focus on growing assets under management. It automatically populates new account forms with customer information and guides users through the process of capturing additional information where required. Forms packages are automatically generated for the customer and advisors can immediately print, save, and email the package to customers. The New Account Opening Wizard drastically reduces the time required for account execution by automating the entire approval process from routing forms for review, to supporting a feedback loop to track, resolve, and audit deficiencies.
- Meeting Briefing Book – speeds the time required for meeting preparation by allowing advisors to view meeting details and information about all attendees, such as pictures, profile, biographies and interaction history, in a single report. Advisors spend less time moving between customer profiles and their schedule to prepare for meetings, and are better informed in all aspects of their client engagements.
- Team Schedules – It is common for advisors to work with licensed assistants, administrative personnel, specialists within the firm and a variety of other individuals across the enterprise. With Team Schedules, the advisors can create a single schedule for all members of their team, saving them time when scheduling team activities such as the initiation or evaluation of marketing campaigns or when members of the team are on roadtrips and need support. Anything that is done in collaboration is now made easier with Team Schedules.
About NexJ Systems Inc.
NexJ Systems Inc. is an innovative provider of enterprise CRM applications for financial services, insurance, and healthcare. NexJ was founded in 2003 by industry leaders with extensive experience in the successful design and delivery of large-scale, integrated, enterprise software solutions. NexJ’s people-centered applications provide a consolidated view of enterprise knowledge about a customer.