Name: NexJ
Author: NexJ Systems Inc.

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

Vertical-Specific

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NexJ CRM is a customer relationship management (CRM) solution specifically designed for the financial services sector. It caters to mid to large-sized financial institutions, including wealth management firms, private banks, commercial banks, and corporate banks. This CRM platform is utilized by wealth managers, relationship managers, financial advisors, private bankers, and commercial bankers to effectively manage client relationships, streamline business processes, and drive revenue growth.

## Key Features

**Integrated Advisor Desktop**: According to the vendor, this feature offers a comprehensive view of client information, streamlining workflows and automating routine tasks such as onboarding and compliance reviews. It also provides access to real-time market data and research reports to facilitate informed investment decisions.

**Comprehensive Customer View**: The vendor claims that this feature allows advisors to consolidate all essential client information, including financial accounts, holdings, transactions, and interactions. It provides a holistic view of the client's relationships and enables advisors to track and analyze client activities, preferences, and goals.

**Opportunity Management**: The vendor states that this feature assists advisors in identifying and tracking sales opportunities throughout the sales cycle. It serves as a centralized repository for storing and managing opportunity-related information, automates sales processes, and facilitates collaboration among team members.

**Client Relationship Modelling**: According to the vendor, this feature profiles and segments clients based on their financial behavior, preferences, and needs. It generates insights and recommendations for personalized client engagement, enabling proactive client outreach and relationship building.

**Onboarding**: The vendor claims that this feature streamlines the client onboarding process by automating data entry, document collection, and compliance checks. It guides advisors through the onboarding workflow and enhances the client experience by reducing paperwork and accelerating time-to-revenue.

**Automated Processes**: According to the vendor, this feature automates routine tasks and workflows, reducing manual errors and increasing operational efficiency. It ensures consistency and compliance with predefined business rules and regulations, freeing up time for value-added client interactions.

**News and Research Recommendations**: The vendor states that this feature delivers relevant news articles, research reports, and market insights to advisors. It filters and curates content from third-party publishers, providing personalized recommendations based on client profiles and interests.

**Call Reporting**: According to the vendor, this feature logs and tracks client interactions, capturing call-related notes, action items, and follow-up tasks. It provides a centralized repository for storing and retrieving call history, generating reports and analytics to measure advisor activity and client engagement.

**Householding**: The vendor claims that this feature establishes and maintains householding for multiple customers residing at the same address, managing relationships for customers living at different addresses. It offers flexible functionality for policy/account aggregation and modeling of complex relationships.

**Digital Assistants**: According to the vendor, this suite of digital assistants leverages AI, machine learning, and natural language processing to provide intelligent investment recommendations, suggest next best actions, and share relevant information and insights from data.

NexJ is a customer relationship management (CRM) solution built specifically for enterprise financial services and insurance companies.

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

NexJ

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

NexJ Systems Inc.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

NexJ

Overview

What is NexJ?