NexJ Contact for Finance helps advisors save time and make more money. It combines industry-specific enterprise CRM functionality with information from multiple applications and data stores to provide financial services firms with comprehensive knowledge of the customer across the enterprise.
NexJ Contact for Finance is a next generation, enterprise CRM software solution that transforms customer information from a transaction- or account-based view to a people-centered view, so large enterprises can better sell to and service their own customers.
The enterprise CRM functionality of NexJ Contact for Finance is tailored to meet the requirements of the Financial Services industry and includes:
- Comprehensive demographic and customer profiling
- Household, organizational, and relationship modeling
- Activity and workflow management
- Financial accounts models
- Collaborative team coverage
- Group calendar and task management
- Integrated document management
- Pre-built integration to financial accounts, portfolio systems, and news feeds
Financial Services firms use NexJ Contact for Finance to centralize, streamline, and automate customer-centered processes, so firms have more time to attract new clients, drive customer loyalty and increase assets under management while ensuring they comply with regulatory requirements.
NexJ Contact for Finance is built and deployed using a modern, model-driven engineering framework specifically architected to address the integration, customization, and scalability requirements of large enterprises. The CRM functionality in NexJ Contact for Finance can be easily tailored to meet the specific demands of different financial services organizations, including business such as Wealth Management, Asset Management, Mutual Fund Wholesaling, Corporate & Investment Banking, Institutional Sales and Commercial & Small Business Banking.
