WHITEPAPER DOWNLOAD

Financial Services | Capital Markets | Corporate & Commercial Banking | Wealth Management & Private Banking


Vertical CRM is a Customer Relationship Management solution created and deployed specifically for a particular industry. It is a solution that supports how a financial services organization does business and existing business processes. It differs from horizontal solutions that compel an organization to fit into a generic template, which is what makes it a powerful and reliable business management tool. Customer Relationship Management now enriches sales, marketing, and customer service with intelligent data integration and management, business intelligence and analytics. Choosing the right CRM solution, therefore, depends entirely upon the nature of the customer’s business.

This whitepaper examines how Vertical CRM evolved, examines the pros and potential pitfalls for financial services organizations, and makes a case for why it should be adopted. It also explores the advantages of NexJ Systems’ suite of CRM solutions.