NexJ Private Banking Dashboards

NexJ offers several reporting and graphical formats to provide Relationship Managers (RMs) with real-time information about leads, opportunities, accounts, forecasting, and to consolidate sales information for sales managers.

Our client-centric dashboards summarize business-critical KPIs and trends, and transform this data into actionable insights. They allow private banks to understand their firms’ health at a glance across several metrics.

Private Banking dashboards include:

  • Campaigns
  • Activities
  • Opportunities
  • Pipeline
  • Management
Resource for:
Private Banking