Designed to provide advisors with robust data processing capabilities to help create specific data views, our data bridge functionality combines real-time data packaging and delivery from our CRM to your systems. These include views for individual data warehouses, reporting systems, and back-office compliance and archiving solutions.
In sum, our Data Bridge capability is:
And that’s just the beginning!
Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.
Book a Demo keyboard_arrow_rightContact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.
Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right