Onboarding new customers is a more complicated process than ever before, given changing regulatory obligations, increased customer expectations, and the complexity of newer product offerings. Front-line users must quickly determine the appropriate forms to complete, with errors resulting in wasted time or follow-up meetings.

NexJ Client Onboarding helps firms streamline the entire process to provide customers with personalized service and onboard them faster. By embedding the latest regulatory rules into dynamic forms for guided data entry, NexJ’s Client Onboarding takes the guess-work out of data entry and documentation, freeing front-line users to focus on customer needs. With intelligent approval routing and integration to key systems, NexJ’s Client Onboarding eliminates redundant data entry and reduces overall onboarding time to both improve customer experience and user productivity.