Vertical market focus increases the value of
CRM
TORONTO, June 21, 2017 /PRNewswire/ - NexJ Systems
Inc. (TSX: NXJ), a provider of enterprise customer management
solutions to the financial services industry, has received top
honours for functionality and technology in Aité Group's report,
Next-Era Wealth Management CRM: Technologies to Acquire and
Engage. Click here to download the report.
The report, which discusses emerging market trends, pain points
and investment drivers for financial institutions, and provides a
vendor evaluation for firms considering CRM, notes that CRM
objectives have expanded. In its review of the market, Aité Group
found, in addition to traditional uses of CRM, firms expect CRM to
improve employee, team, and advisor productivity; deepen client
relationships, provide book-building and supervisory functions, and
deliver a better user experience that engages clients anywhere.
NexJ CRM scored top marks in the vendor evaluation for both
vertical-specific functionality and technology. The functionality
category compared the types of functionality and channels
supported, the depth of functionality supported, and the ease of
use. Technology examined integration capabilities, configuration
and customization, and deployment options.
"The wealth management industry continues to evolve as
integration of key systems and data sources makes it easier for
advisors and relationship managers to deliver personalized service
in every customer interaction," notes the author, Isabella Fonseca. The report discusses trends in
CRM emerging from deeper sets of customer information, regulatory
requirements, integration capabilities, deployment options,
workflow automation, the desire for ease of use, additional
channels for CRM adoption, collaboration requirements, and the need
for customization.
Many of these trends tie into the increase Aité Group sees in
companies replacing existing CRM, evaluating new systems, or
expanding their system's functional capabilities. "Integration has
become a key differentiator and requirement for firms," notes the
report, which indicates that this includes integration of both
systems and data. In addition, Aité Group found that firms are
looking for more automation and workflow capabilities, a simpler
UI, and ease of use to drive user adoption.
Aité Group ranked NexJ high for its ability to deliver "a
unified view of all enterprise knowledge about a contact" and
deliver it with key CRM functionality in multiple channels,
including online and mobile devices. NexJ's domain expertise in
financial services and strong client base were presented as key
strengths.
"NexJ is pleased to have been recognized as a top provider of
CRM for wealth management," says Paul
DeVriendt, Senior Vice President of Products at NexJ
Systems. "Financial services firms have very unique needs that 'one
size fits all' CRM can't fill. NexJ provides robust CRM
functionality for financial services, and layers on sub-vertical
capabilities designed for wealth management and private banking,
corporate and commercial banking, capital markets, and insurance.
This is key because the daily functions of a corporate banker, for
example, are much different than those of a financial advisor. This
domain specificity has made NexJ the choice of the world's top
wealth management firms."
A copy of the Aité Group report is available for download
here.
About NexJ Systems Inc.
NexJ provides enterprise
customer management solutions to the financial services and
insurance industries. Our solutions include industry-specific
customer relationship management (CRM) for multi-channel engagement
and collaboration; customer process management for client
onboarding and KYC; and customer data management to deliver a
holistic view of customers across line of business and regional
data silos. Our solutions integrate information from multiple
systems into a unified view to help firms better understand and
share information about their customers to increase loyalty, drive
cross-sell and improve the customer experience.
Based in Toronto, NexJ has
clients throughout North America,
Asia Pacific and in Europe. For more information about NexJ
visit www.nexj.com, e-mail info@nexj.com, or call
416-222-5611. Join us on LinkedIn, follow us on Twitter, subscribe
to our YouTube channel, like us on Facebook or hang out with us on
Google+.
NexJ Forward-looking Statement
Certain statements in
this press release may contain words considered forward-looking
statements or information under applicable securities laws. These
statements are based on NexJ's current expectations, estimates,
forecasts and projections about the operating environment,
economies and markets in which the company operates. These
statements are subject to important assumptions, risks and
uncertainties that are difficult to predict, and the actual outcome
may be materially different. NexJ's assumptions, although
considered reasonable by the company at the date of this press
release, may prove to be inaccurate and consequently its actual
results could differ materially from the expectations set out
herein. For additional information with respect to risks and other
factors which could occur, see NexJ's securities filings with the
OSC and other securities regulators. NexJ securities filings are
available on www.sedar.com. Unless otherwise required by
applicable securities laws, NexJ disclaims any intention or
obligations to update or revise any forward-looking statements,
whether as a result of new information, future events or
otherwise.
SOURCE NexJ Systems Inc.
