NexJ Integrated Advisor Desktop and CRM
NexJ Integrated Advisor Desktop and CRM
By NexJ Systems a business unit of N Harris Computer Corporation
Most advisors need to juggle multiple applications to properly service a single customer. Advisor productivity and client experience suffer as individual tasks take longer to perform and mistakes are made. Advisors need a consolidated view of their customers with embedded tools and not just links to other applications. This is where an Integrated Advisor Desktop can make all the difference.
Delivery method
UBS, Wells Fargo and Credit Suisse rely on NexJ to empower advisors to leverage enterprise data and applications to better understand, sell to and service their customers. Built specifically for Wealth Management, NexJ combines best-of-breed CRM with customer-centric workflows into a single application. With NexJ, advisors maximize the value of their relationships and increase client retention. Firms love the solution so much that they use it to attract & retain advisors.
Deliver holistic client recommended actions
Ensure fewer, more comprehensive interactions with clients
Prioritize clients that require extra attention
Drive recommended actions for clients based on book segmentation and service levels
Engage with clients at the right time
Guide advisors to connect with clients at the most valuable moments
Collaborate
Deliver relevant, timely content and information
Automate capture of important relationship information
Discover important information from unstructured data and automatically update client profiles
Align Engagement approach to the client profile
Tailor engagement by creating a deeper understanding of client profile & needs