NexJ

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.