NexJ Lead Management

Firms are seeking to maximize the value of each lead, drive efficiencies in the sales process, and leverage their existing client base for cross-firm and cross-product referrals. Consistent lead capture and processing helps produce reliable metrics and KPIs that empower organizations to determine lead profitability by source, sales concept, segment, and more.

Our lead management capabilities enable firms to:

  • Capture and process all leads consistently through a single application
  • Provide unique capabilities to maximize the profitability of each lead
  • Encourage system adoption by making it easier for sales reps to convert leads
  • Drive revenue profitability and optimize processes through close loop analytics

Download Our Complementary Brochure Today!

Please complete the form below in order to receive this resource.


View Related White Papers

COVID-19: Challenges and Opportunities in Wealth Management


The Challenge of Attracting Talent While Retaining Advisors


Driving Organic Growth: Identify and Capitalize on Referrals in Commercial Banking