NexJ CRM Reviews

NexJ CRM Description

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals.

CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships.

CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships.

CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service.

CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions.

CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business.

Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Pricing

Pricing Information:

Please contact or book a demo with NexJ Systems for pricing information.

Free Trial:

Yes

Integrations

No Integrations at this time

Reviews

Total

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features

design

support

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Company Details

Company:

NexJ Systems Inc.

Year Founded:

2003

Headquarters:

Toronto, Ontario

Website:

www.nexj.com

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Media

Product Details

Platforms

SaaS

Windows

Mac

Linux

iPhone

iPad

Android

Type of Training

Documentation

Live Online

Webinars

Customer Support

Phone Support

24/7 Live Support

Online

NexJ CRM Features and Options

Financial CRM Software

Account Alerts

Asset Management

Expense Tracking

Household Tracking

Influence Tracking

Lead Management

Marketing Management

Relationship Tracking

Team Assignments

Territory Management

Customer Success Software

Account Alerts

Account Management

Communication Management

Customer Engagement

Customer Lifecycle Management

Health Score

Onboarding

Revenue Management

Usage Tracking / Analytics

Win / Loss Analysis

CRM Software

Calendar/Reminder System

Call Logging

Document Storage

Email Marketing

Internal Chat Integration

Lead Scoring

Marketing Automation Integration

Mobile Access

Quotes / Proposals

Segmentation

Social Media Integration

Task Management

Territory Management

Customer Experience Software

Action Management

Analytics

Customer Segmentation

Dashboard

Feedback Management

Knowledge Management

Multi-Channel Collection

Sentiment Analysis

Survey Management

Text Analysis

Trend Analysis

Banking Software

ATM Management

Compliance Tracking

Corporate Banking

Credit Card Management

Credit Union

Investment Banking

Multi-Branch

Online Banking

Private Banking

Retail Banking

Risk Management

Securities Management

Transaction Monitoring

Customer Engagement Software

Analytics

Churn Management

Communication Management

Community Management

Content Syndication

Feedback Collection

Gamification

Live Chat

Video Content

AML Software

Behavioral Analytics

Case Management

Compliance Reporting

Identity Verification

Investigation Management

PEP Screening

Risk Assessment

SARs

Transaction Monitoring

Watch List

Financial Management Software

Budgeting & Forecasting

Cash Management

Consolidation / Roll-Up

Currency Management

Financial Reporting

Investment Management

Project Management

Revenue Recognition

Risk Management

Tax Management

Financial Services Software

Analytics

Branch Optimization

Channel Management

Compliance Management

Customer Engagement

Performance Management

Risk Management

Customer Loyalty Software

CRM

Corporate Memberships

Customer Activity Tracking

Discount Management

Gift Card System

Loyalty Card System

Member Portal

Membership Management

No-Card Loyalty System

Referral Tracking

Rewards Management

Customer Advocacy Software

Advocate Management

Campaign Management

Communication Management

Community Management

Gamification

Referral Tracking

Reporting/Analytics

Rewards Program

Social Engagement

Event Management Software

Attendee Management

Badge Management

Conferences / Conventions

Exhibit / Vendor Management

Gamification

Room Block Management

Social Media Promotion

Sponsorship Management

Surveys & Feedback

Ticketing

Volunteer Management

Weddings / Parties

Social CRM Software

Wealth Management Software

NexJ CRM Lists

Insurance CRM

Banking CRM

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