Providing robust CRM capabilities across the entire client lifecycle.

At NexJ, we think of the client lifecycle a little differently than other, generic CRM vendors. Because we provide CRM for financial services, we recognize the four unique stages in which financial services firms interact with clients. We call these Acquisition, Onboarding, Nurturing, and Maximizing and we provide capabilities designed to successfully move from one stage to another. Whether it’s wealth management and private banking, corporate and commercial banking, or insurance, the client lifecycle stages are the same, even if the features that support them are different.

Where traditional CRM tends to focus only on the Acquisition phase – lead, opportunity, and campaign management, NexJ provides intelligent CRM for financial services capabilities across the entire client lifecycle. Our products are helping firms identify and convert prospects, quickly and efficiently onboard new clients, nurture relationships to increase loyalty and longevity, and maximize the value of each client through referrals and cross-selling.

NexJ provides the following CRM for financial services capabilities to drive success at each stage of the client lifecycle for wealth management and private banking:

Client Lifecycle Management for Wealth Management & Private Banking

Customer Lifecycle Management

  • Integrated Lead Management
  • Campaign Management
  • KYC
  • AML
  • Acocunt Opening
  • Financial Planning
  • SmartForms
  • Approvals
  • Notifications
  • Customer loyalty
  • Compliance
  • Client Reviews (Performance Reviews and KYC Updates)
  • Analytics
  • Cross-Sell
  • Referral Management

Client Lifecycle Management for Corporate & Commercial Banking

Customer Lifecycle Management

  • Integrated Lead Management
  • Campaign Management
  • Opportunity Management
  • Roadshow Management
  • Insight Selling
  • KYC
  • Account Opening
  • SmartForms
  • Approvals
  • Notifications
  • Comprehensive Customer View
  • Scheduling
  • Relationship Hierarchy
  • Coverage Management
  • Account Reviews
  • Call Reporting
  • Research Distribution
  • Client Loyalty
  • Pipeline Management
  • Account Planning & Client Insight
  • Cross-bank referrals
  • Event Detection
  • Next Best Offer

Client Lifecycle Management for Insurance

Customer Lifecycle Management

  • Integrated Lead Management
  • Campaign Management
  • Opportunity Management
  • Pipeline Management
  • Product Recommendation
  • New Application
  • Quick Quote
  • Policy Renewal
  • SmartForms
  • Approvals
  • Notifications
  • Comprehensive Customer View
  • Contact Center
  • Relationship Hierarchy
  • Policy Reviews
  • Policies and Claimss
  • Client Loyalty
  • Pipeline Dashboards
  • Agent Productivity
  • Referral Management
  • Social Monitoring for Life Events
  • Next Best Offer