Improve the Accuracy and Efficiency of Key Business Processes
No one likes red tape or time-consuming processes, but they’re hard to avoid in financial services. Until now. With NexJ Customer Process Management, you can eliminate the hassle and dramatically speed up processes to improve the customer experience and focus productively on revenue generation.
NexJ CPM provides AI-powered business process management integrated with NexJ CRM to streamline and automate key workflows like client onboarding, KYC, and AML. No more redundant data requests, missing and incomplete forms, or delays submitting to compliance. NexJ prefills all required forms with existing information, guides users through outstanding data capture, validates input, and submits forms for approval – all in one smooth, efficient process.