INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Tier1ACE for Capital Markets is a specialized on-demand (SaaS) CRM product for equities / debt capital markets – including List management, a Roadshow Marketing Calendar, Interest & Holding tracking, Research Preferences, Conference Management, telephony and access to 200,000 buy-side owners via... Read More
NexJ Contact for Insurance helps agents capture more business and maximize their time. Providing a single view of the customer, the enterprise CRM software solution allows agents to attract new clients, drive loyalty and increase share of wallet and assets under management. With unique insurance... Read more »
Extract additional value out of existing systems by presenting a customer-centered view of insurance information. Agents can view account policy information and claims history in combination with detailed customer profiles. Products, policies and services are aggregated by household, so agents... Read more »
With NexJ’s Life Insurance CRM solution, Life Insurance companies are empowering their agents with a system that can combine detailed client, household and external agent modeling while automating sales, service, claims and call center processes so they can save time and make more money. By... Read more »