NexJ CRM for Private Banking

NexJ Customer Relationship Management (CRM) for private banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view.

It delivers intelligent functionality for private banking, such as flexible householding to model complex relationships and ad-hoc groups, and rollup of account information along defined hierarchies. Private banking firms use NexJ CRM to attract new clients, reduce churn, modernize the sales and service model, and help you meet regulatory requirements.