Delivers next generation wealth management
functionality with flexible deployment options on private or hybrid
cloud or on-premise
TORONTO, Oct. 8, 2019 /PRNewswire/ - NexJ Systems
Inc. (TSX: NXJ), delivering intelligent customer management
software to the financial services industry, today announced the
general availability of its next generation CRM, purpose built for
wealth management firms that can be deployed either on a private
cloud, hybrid cloud or on-premise.
NexJ has long been recognized as best-in-class by industry
analyst firms including Aite (Top CRM Vendor for wealth
management), and Celent (Best CRM for Wealth Management). Building
on that reputation, NexJ has further evolved its CRM for Wealth
Management product with built-in vertical market functionality
leveraging the experience and expertise gained in delivering
solutions to notable financial services firms including Wells
Fargo, UBS, and RBC.
NexJ CRM for Wealth Management is purpose built to provide
financial advisors the ability to save time, optimize customer
value, and enhance client engagement. The product offers rep code
security to support the way wealth management firms govern data,
wealth specific client attributes such as market segment, domicile
and investor qualification, and enables transparent client
management across teams and the broader organization. The vertical
specific capabilities ensure that a firm can extract value quickly
through not having to make changes to its business to meet the
limitation of horizontal CRM.
In addition, NexJ Nudge-AI digital assistants can seamlessly
integrate with the CRM, delivering Artificial Intelligence, Machine
Learning, and Natural Language Processing to assist advisors
increase customer loyalty, enhance the sales and service model and
help automate compliance requirements.
A recent Forrester report titled 'CRM Goes Vertical In The Age
Of The Customer Landscape' highlighted the need for differentiated
customer experiences in order to "align people, processes, and
technology to enable organizations to better serve and support
customers during their engagement journey."1 Deeply
vertical CRM offers support for industry processes that can drive
higher adoption rates, and deep domain functionality that includes
compliance with industry standards and regulations.
"Wealth management firms are facing significant challenges
including competition from robo-advisors and new market entrants, a
more informed customer, inefficient processes due to dated
technology and the commoditization of financial products," said
Matthew Bogart, Vice President of
Marketing at NexJ Systems. "Customers have always trusted NexJ to
place advisors at the center of their solutions. This next
generation product continues to enhance the experience of the
advisor helping them to better understand and engage the clients
that make up their book of business."
1.
|
Forrester: CRM Goes
Vertical In The Age Of The Customer Landscape: The CRM Playbook by
Kate Leggett, February 22, 2018
|
About NexJ Systems Inc.
NexJ Systems develops
Intelligent Customer Management products for the financial services
industry. Its award-winning CRM is designed to help Wealth
Management, Private Banking, Corporate and Commercial Banking, and
Insurance firms revolutionize their business. Powered by artificial
intelligence, its products help drive productivity, boost client
engagement, and increase revenue. With users in over 60 countries,
its customers benefit from its deep expertise across financial
services verticals, strategic investment in innovation, and
commitment to their success.
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, or like us on Facebook.
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SOURCE NexJ Systems Inc.