Brochure Download

NexJ Systems provides CRM tailored for wealth management that helps firms to better understand clients and improve collaboration to strengthen relationships and drive revenues.

NexJ Customer Relationship Management (CRM) has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view. It delivers intelligent functionality for wealth management firms such as flexible householding to model complex relationships and ad-hoc groups, and rollup of account information along defined hierarchies. Wealth management firms use NexJ CRM to better understand, sell to, and service clients, and to attract and retain top talent.

Go ahead & share!