Integrated Advisor Desktop

Product Details

Financial Services firms can use NexJ Contact for Finance to seamlessly integrate NexJ’s best-of-breed CRM functionality with existing applications and data to provide their users with an integrated advisor desktop solution.

Industry leading firms use NexJ's integrated advisor desktop to:
-Drive business integration priorities
-Lower costs through synergies
-Combine and mine customer data
-Attract and retain financial advisors and customers
-Leverage back-office systems integration
-Deliver a comprehensive, aggregated view of financial accounts and holdings at the customer and household-level
-Integrate to multiple disparate data sources including existing customer masters without duplicating or moving data
-Enable an evolutionary approach to upgrading back-office systems with minimal disruption
-Enable cross-functional, integrated workflows
-Enable heterogeneous searching across client profile and financial data
-Streamline workflows such as New Account Opening or Client -Reviews, through context and data passing across systems
-Drive cross-sell opportunities for other products and services

Enterprise finance customer relationship management from NexJ Systems