Last Updated on 7 years by RichBohn
This CRM Review examines NexJ Contact.
In-Depth CRM Review
NexJ Systems Inc.
10 York Mills Road
Toronto, Ontario M2P 2G4
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Vertical Solution: Financial Services, Insurance, and Healthcare
Seats: Small Enterprise
About the Company:
Our next-generation software combines information from multiple applications and data stores to provide comprehensive knowledge of the customer, which is delivered through any cloud platform. Our expertise and services help clients successfully implement our solutions: data governance and master data management, data integration and conversion, data analytics and business intelligence, and enterprise mobilization.
Through comprehensive knowledge of the customer, and by encouraging ongoing, frequent interactions, NexJ solutions help organizations establish strong and trusted relationships with their customers.
NexJ was founded by an executive management team with extensive experience in the successful design and delivery of large-scale, integrated, enterprise software solutions.
NexJ Systems is ranked Canada’s fastest growing company by PROFIT Magazine, and is recognized as one of the five fastest growing technology companies in the Deloitte Technology Fast 50™ for the third consecutive year. Based in Toronto, NexJ has clients throughout North America and in Europe.
NexJ was recognized by Computerworld as a 2011 Honors Laureate for our Innovative Health solution – NexJ Health Coaching for Diabetes solution at Black Creek Community Health Center.
NexJ trades on the Toronto Stock Exchange (TSX) under the symbol (NXJ).
About the Product:
Save time and make more money
NexJ Contact for Finance is an enterprise CRM software solution designed specifically for the financial services industry. It combines industry-specific enterprise CRM functionality with information from multiple applications and data stores to provide financial services firms with comprehensive knowledge of the customer across the enterprise. By transforming customer information from a transaction- or account-based view to a people-centered view, large enterprises can better sell to and service their own customers.
Financial services firms use NexJ Contact for Finance to centralize, streamline, and automate customer-centered processes so firms can gain new clients, drive customer loyalty, attract and retain top talent, and increase assets under management while ensuring compliance with regulatory requirements.
NexJ Contact for Finance is tailored to meet line of business requirements for Wealth Management, Private Banking, Commercial & Small Business Banking, Investment Banking, Institutional Sales and Asset Management. NexJ’s fully abstracted data model and flexible integration capabilities enable organizations to connect customer information from systems across multiple lines of business to maximize cross-sell and referral opportunities and generate cross-bank lift.
CRM functionality for financial services includes:
- Household, organizational, and relationship modeling
- Customer loyalty management
- Comprehensive demographic and customer profiling
- Pre-built integration to financial accounts, portfolio systems, and news feeds
- Portfolio Performance Reporting
- Know your client (KYC)
- Activity and workflow management
- Collaborative team coverage
- Team calendar and task management
- Task and interaction management
- Microsoft Exchange synchronization
- Financial account management
- Business Intelligence, analytics and reporting
- Campaign management
- Lead and opportunity management
- Integrated document management
- Self-service client portal
- Account opening
- Federated and global search
- Mobile support for tablets and smartphones
NexJ Contact for Finance is built and deployed using a modern, model-driven engineering framework specifically architected to address the integration, customization, and scalability requirements of large enterprises.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
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Rich’s View of NexJ Contact:
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