The Sales, Trading, & Research Division of a Global Bank

NexJ’s client is a Global Bank who provides financial services and products to corporations, governments, and institutions. They partner with their clients to help them achieve consistent, long-term performance while delivering commercial opportunities in both developing and developed markets.

What you will take away from this case study.

The bank decided to migrate off their existing Siebel system. The Siebel system was at the end of its life, had no internal support or development, and hadn’t been upgraded since 2008.

The bank was looking for a modern CRM software that supported their UI standards, delivered best-of-breed CRM functionality, and made it easy for users to complete their work. They chose NexJ CRM because it was the only software that provided financial services CRM with a specific focus on sales, trading, & research.


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