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 services customer relationship management functionality, NexJ Contact for Finance creates detailed client profiles and identifies cross-sell and up-sell opportunities. It further allows agents to implement customer loyalty programs that engage the right clients at the right time, and leverage their existing client’s sphere of influence to drive quality referrals.
NexJ Contact for Finance is developed on a platform designed for customization, integration, and scalability and delivers best practice-driven solutions for Wealth Management, Asset Management, Mutual Fund Wholesaling, Corporate & Investment Banking, Institutional Sales and Commercial & Small Business Banking.
Enterprise finance customer relationship management (CRM) from NexJ Systems