NexJ CRM Security Overview

NexJ offers a dynamic, flexible, extensible, and centralized security model that allows information to be shared across the enterprise according to specified visibility rules.

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NexJ Systems Integration Overview

At NexJ Systems, we understand that user adoption is key to the success of any Customer Relationship Management software implementation, and that integration improves user adoption rates. This document explains NexJ’s flexible integration options and capabilities.

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Intelligent Customer Management for Wealth Management

With process automation for basic tasks, AI-powered workflows that embed best practices into user procedures, and the delivery of client insights and next best actions surfaced in NexJ CRM

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Intelligent Customer Management for Corporate Banking

With NexJ Intelligent Customer Management, corporate and commercial banking firms can use AI to increase their understanding of each client. This allows them to deliver highly personalized experiences that increase loyalty and optimize value.

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CDAi – Customer Data Analytics & Intelligence

NexJ Customer Data Analytics & Intelligence (CDAi) is an analytics preprocessor that enables firms to increase the reliability and efficiency of analytics and AI initiatives, even when the data is inconsistent, siloed, unstructured, and changing continually.

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NexJ CDAi – Data Implementation Methodology

NexJ follows a six-stage data implementation methodology to enable firms to create a single, consistent, and complete view of the customer, and use it many times across projects.

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Digital Engagement and Insights

NexJ Systems offers a suite of integrated digital engagement services to help financial services firms engage productively with customers at every stage of the customer journey.

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AML – Financial Crime Compliance

Financial Crime is one of the top 7 priorities of the FCA for 2017 and, as such, enabling compliance is high on the list of initiatives for financial services firms in the U.K.

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MiFID II Compliance

MiFID II, which is set to go live on January 3, 2018, is designed to expand investor protection and to improve transparency.

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Want to learn more about our enterprise software?

Book a demo today to learn how leading financial services and insurance organizations are working with NexJ to meet their enterprise customer management requirements or contact our team and we will be happy to answer any questions.