Sign up and receive 15% off on our CRM for Wealth Management – for a limited time only!
Sign Up for Our Free 90 Day TrialCompanies who are driving their businesses forward with NexJ:
In today’s highly competitive business landscape, it’s been proven that the best way to equip advisors to achieve success is through a Wealth Management-specific CRM. In fact, the customer feedback we’ve received has reinforced that our industry-specific CRM has produced tangible benefits in performance, primarily:
Advisors have saved 2 hours per week1
Increase customer face-time by 25%2
Grow their AUM by up to 130%2Built with industry-specific capabilities, our CRM for Wealth Management is not only designed to help you fulfill your day-to-day responsibilities more efficiently, but to help you exceed your targets in the long term, specifically:
Visualize households, understand clients through a 3600 profile, and better serve clients though our activity timeline and consolidated feeds
Score leads through our client lifecycle management capabilities do you can track migration and determine pipeline value
View all key wealth-specific criteria on each contact record, including wealth stage, segment, investor qualification, risk tolerance, and more
FREE for the first 3 months!3
15% discount for the first year!
FREE 24/7
support
Includes user setup & initial data load5
That’s a total savings of more than $100,000!5
If you’d like more information on pricing, please click here
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