Benefits
Reduced time to market
Implement the features your advisors need quickly with CRM built for wealth management.
Improve productivity
Free advisors from manual administrative tasks so they can spend more time with clients by embedding best practices and delivering recommended actions to advisors.
Maximize the value of relationships
Increase share of wallet & drive referrals by providing advisors with additional insights about client interactions, household, opportunities and aligning client engagement recommendations to the client profile.
Increase client retention
Detect clients at risk & avoid high attrition rates by automatically prioritizing clients that require extra attention and proposing tangible steps to retain clients.
Compliance
Meet your compliance obligations with a detailed history of all client interactions and automated prompts for compliance activities.
Features
Client Lifecycle Management
Provide the right service to a client, and their household at all stages from first contact through transfer of wealth.
Proactive engagement
Tailor your value proposition based on client profile to encourage advisors to interact with the right client at the right time.
Collaboration
Enable communications and automation across the client team to provide superior client service.
Automated workflows
Allow advisors to spend less time on the software and more time with clients.
Integrated Desktop
Provide a seamless experience with all critical client information in one place regardless of source system including client profile, household, financial accounts, and activities.
Reporting and Dashboards
Easy to use dashboards and reports that allow advisors to manage their own business without the help of technical resources.
NexJ differentiators
Vertical-Specific
A CRM solution designed specifically for Wealth Managers.
Fully Integrated Advisor Experience
Brings all tools and data an advisor needs into a single view allowing them to concentrate on the client and not the software.
Proactive Client Engagement
Uses client profile to prompt advisors to perform the right action for the right client at the right time.
