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NexJ Contact for Finance helps advisors save time and make more money. Providing a comprehensive customer view (single view), NexJ's enterprise CRM solution allows agents to attract new clients, drive loyalty and increase share of wallet and assets under management. With unique financial... Read more »
Financial Services firms can use NexJ Contact for Finance to seamlessly integrate NexJ’s best-of-breed CRM functionality with existing applications and data to provide their users with an integrated advisor desktop solution. Industry leading firms use NexJ's integrated advisor desktop... Read more »
With NexJ’s Wealth Management CRM solution wealth managers are able to build detailed customer profiles, implement loyalty programs, integrate financial account and portfolio information and automate day-to-day business processes. As a result they can increase customer loyalty, augment share of... Read more »
Corporate & Investment Banking With NexJ’s Corporate & Investment Banking CRM solution investment bankers can manage complex relationships and dynamically assign deal teams to their pitches/projects so they can streamline and standardize their revenue generation activities. NexJ’s CRM for... Read more »
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