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 wallet, and grow assets under management.
NexJ’s CRM for wealth management provides several benefits to financial advisors including the ability to:
Aggregate and Roll Up accounts along household and relationship hierarchies to gain insight into client holdings and leverage spheres of influence
Implement customer loyalty programs to manage proactive interactions with top tier customers and analyze performance against service level targets
Create Personalized Financial Account and Portfolio Performance reports to build customer trust and drive informed decision making
Automate activity plans to improve the efficiency of standard business processes such as Account Openings, Know Your Client updates, and Client Reviews
Enterprise finance customer relationship management (CRM) from NexJ Systems