NexJ offers several reporting and graphical formats to provide Relationship Managers (RMs) with real-time information about leads, opportunities, accounts, forecasting, and to consolidate sales information for sales managers.
Our client-centric dashboards summarize business-critical KPIs and trends, and transform this data into actionable insights. They allow private banks to understand their firms’ health at a glance across several metrics.
Private Banking dashboards include:
- Campaigns
- Activities
- Opportunities
- Pipeline
- Management
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