Learn more about the trends, technologies, and thought leadership that help us deliver world-class intelligent customer management solutions, in the following topic pages.
Business Process Management (BPM) serves a critical function in financial services by enabling firms to automate workflows and rollout best practices across the organization. It is particularly effective and efficient when it is integrated with CRM and other back-office systems
Learn More arrow_forwardWhere traditional CRM tends to focus only on the Acquisition phase – lead, opportunity, and campaign management, NexJ provides robust CRM for financial services capabilities across the entire customer lifecycle.
Learn More arrow_forwardAgents need to quickly identify customers, solve a wide range of problems efficiently, and, in many companies, suggest appropriate opportunities for cross-selling and upselling.
Learn More arrow_forwardNexJ CRM, designed specifically for wealth management and private banking, helps to attract and retain advisors by providing next generation CRM technology. Integration is a key factor in any successful CRM strategy.
Learn More arrow_forwardNexJ’s CRM for financial services integrates customer profile, interaction, and transaction information from across the enterprise to transform a transaction- or account-based view to a people-centered view.
Learn More arrow_forwardNexJ Systems offers a suite of integrated digital engagement services to help financial services firms engage productively with customers at any stage of the customer journey.
Learn More arrow_forwardFinancial Crime is one of the top 7 priorities of the FCA for 2017 and, as such, enabling regulatory compliance is high on the list of initiatives for wealth management and private banking firms in the U.K.
Learn More arrow_forwardIntegrated Desktop turns users into net receivers of information who get exponentially more information out of the system than they put into it.
Learn More arrow_forwardSuitability and Appropriateness is a priority for wealth management and private banking firms, but it has historically been a difficult process for firms to standardize and demonstrate.
Learn More arrow_forwardLeading financial services firms are investing in integrated enterprise customer relationship management to deliver this knowledge to their customer-facing teams.
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