NexJ delivers enterprise customer relationship management, customer process management, and Customer Data Analytics & Intelligence to help financial services solve real business challenges. Learn more about the trends, technologies, and thought leadership that help us deliver world-class financial services CRM, CPM, and CDM solutions in the following topic pages.

Business Process Management (BPM)

Business Process Management (BPM) serves a critical function in financial services by enabling firms to automate workflows and rollout best practices across the organization. It is particularly effective and efficient when it is integrated with CRM and other back-office systems

Contact Center CRM

Agents need to quickly identify customers, solve a wide range of problems efficiently, and, in many companies, suggest appropriate opportunities for cross-selling and upselling.

CRM for Financial Advisors

NexJ CRM, designed specifically for wealth management and private banking, helps to attract and retain advisors by providing next generation CRM technology. Integration is a key factor in any successful CRM strategy.

CRM for Financial Services

NexJ’s CRM for financial services integrates customer profile, interaction, and transaction information from across the enterprise to transform a transaction- or account-based view to a people-centered view.

Customer Lifecycle Management

Where traditional CRM tends to focus only on the Acquisition phase – lead, opportunity, and campaign management, NexJ provides robust CRM for financial services capabilities across the entire customer lifecycle.

Digital Engagement

NexJ Systems offers a suite of integrated digital engagement services to help financial services firms engage productively with customers at any stage of the customer journey.

Financial Crime Compliance for Wealth Management and Private Banking

Financial Crime is one of the top 7 priorities of the FCA for 2017 and, as such, enabling regulatory compliance is high on the list of initiatives for wealth management and private banking firms in the U.K.

Intelligent Customer Management

Intelligent Customer Management is the incorporation of intelligence into customer management practices to enable users to work faster, better, and smarter. Intelligent Customer Management enables banks and wealth management firms to create a comprehensive view of the customer from enterprise and external data sources.

MiFID II Compliance for Wealth Management and Private Banking

Wealth management and private banking firms in the EU will be required to change many aspects of their business model, operations, systems, and processes across the front-, middle-, and back-office.

Suitability and Appropriateness

Suitability and Appropriateness is a priority for wealth management and private banking firms, but it has historically been a difficult process for firms to standardize and demonstrate.

User Adoption

Leading financial services firms are investing in integrated enterprise customer relationship management to deliver this knowledge to their customer-facing teams.