Corporate and Investment Banking Customer Relationship Management (CRM)

Product Details

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 Corporate & Investment Banking provides several benefits to bankers including the ability to:
Build flexible customer profiles to manage issuers, investors and syndication groups and track product, industry, region, and investment preferences.

Model relationships, including complex organizational structures and professional and personal relationships, to gain insight into centers of influence and six degrees of separation.

Dynamically assign deal team members based on expertise and automate task assignment by role.

Track all customer interactions including call reports, phone calls, meetings, emails, voice notes, financial statements, letters of intent, and pitch books.

Manage road shows and briefings including syndication groups and working groups, support documents, schedules, and invitee lists.

Mobile access to client information, log call reports, and record voice notes while on the road through NexJ Contact for BlackBerry.

Enterprise finance customer relationship management (CRM) form NexJ Systems