With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust... Read More
The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access. Read More
UNAPEN, Inc. is a nationally recognized consulting and software development firm that provides CRM, Client Reporting, Power BI DashBoards and Custom Software solutions as well as IT Support & Services, Business Continuity, Disaster Recovery, Cyber Security & Cloud Migration services to the... Read More
NexJ Contact for Insurance helps agents capture more business and maximize their time. Providing a single view of the customer, the enterprise CRM software solution allows agents to attract new clients, drive loyalty and increase share of wallet and assets under management. With unique insurance... Read more »
Extract additional value out of existing systems by presenting a customer-centered view of insurance information. Agents can view account policy information and claims history in combination with detailed customer profiles. Products, policies and services are aggregated by household, so agents... Read more »
With NexJ’s Life Insurance CRM solution, Life Insurance companies are empowering their agents with a system that can combine detailed client, household and external agent modeling while automating sales, service, claims and call center processes so they can save time and make more money. By... Read more »