Financial services firms are under tremendous pressure from customers, investors, and regulatory bodies. They are expected to improve service, increase the client-base, maximize revenues, and comply with regulatory requirements. This is a tall order and it becomes even more complex for global firms with customer data stored in geographically-dispersed data silos.
Wealth Management firms need a complete understanding of each client across all regions and channels to satisfy all stakeholder expectations. The NexJ Comprehensive Customer View is uniquely able to address this need. The Comprehensive Customer View integrates demographic, transaction, interaction, and social data into a common view and models complex relationships and households so that you can better understand your clients.