Audience
Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms
About NexJ CRM
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives.
CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships.
CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships.
CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service.
CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions.
CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities.
Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
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Pricing
Pricing Details:
Please contact or book a demo with NexJ Systems for pricing information.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
NexJ Systems Inc.
Founded: 2003
Toronto, Ontario
www.nexj.com
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Product Details
Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
24/7 Live Support
Online
NexJ CRM Frequently Asked Questions
NexJ CRM Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Risk Assessment
Identity Verification
Investigation Management
PEP Screening
SARs
Transaction Monitoring
Watch List
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Private Banking
Risk Management
Securities Management
Multi-Branch
Online Banking
Retail Banking
Transaction Monitoring
CRM
Calendar/Reminder System
Call Logging
Document Storage
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Customer Advocacy
Campaign Management
Reporting/Analytics
Social Engagement
Advocate Management
Communication Management
Community Management
Gamification
Referral Tracking
Rewards Program
Customer Engagement
Analytics
Churn Management
Communication Management
Content Syndication
Feedback Collection
Video Content
Community Management
Gamification
Live Chat
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Trend Analysis
Survey Management
Text Analysis
Customer Loyalty
CRM
Customer Activity Tracking
Rewards Management
Corporate Memberships
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Event Management
Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments
Territory Management
Marketing Management
Financial Management
Cash Management
Financial Reporting
Investment Management
Project Management
Budgeting & Forecasting
Consolidation / Roll-Up
Currency Management
Revenue Recognition
Risk Management
Tax Management
Financial Services
Analytics
Compliance Management
Customer Engagement
Performance Management
Branch Optimization
Channel Management
Risk Management