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What is OLYMPIC Banking System?

Revamping and fine-tuning your operational processes can significantly boost efficiency while addressing the changing needs of your clients. Through the automation and enhancement of these workflows, financial advisors and wealth managers can swiftly adapt their services to align with client preferences. In today's fast-paced investment environment, offering a diverse array of alternative investment choices—including REITs, socially responsible investments (SRIs), ESG-driven strategies, private equity, philanthropy, and cryptocurrencies—becomes crucial for attracting new clients and maintaining loyalty with existing ones. The relationship between clients and wealth managers has notably transformed, with face-to-face interactions becoming less desirable. Still, providing personalized investment advice that takes into account individual risk tolerances, life goals, and personal tastes remains a vital service. In this scenario, it is increasingly imperative to offer sophisticated and customized omnichannel digital solutions throughout the entire client experience to meet their expectations for ease and efficiency. Furthermore, as the financial landscape continually changes, proactively managing and exceeding client expectations will be essential for achieving long-term success. This proactive approach not only fosters stronger client relationships but also positions firms as leaders in the competitive market.

What is NexJ CRM?

We offer six specialized products designed specifically for various industries to assist you in reaching your business objectives. The CRM for Wealth Management empowers advisors to enhance their assets by fostering robust relationships with clients. Meanwhile, the CRM for Private Banking supports Relationship Managers in increasing assets under management by deepening client connections. In the realm of Commercial Banking, our CRM facilitates bankers in maximizing upsell and cross-sell opportunities through tailored service. For Corporate Banking, this CRM aids business bankers in boosting upsell and cross-sell potentials by linking insights and sales teams across diverse regions. The CRM for Sales, Research, Trading, and Research is designed to help users optimize profits and improve capital utilization, while our Insurance CRM assists agents in driving renewals and discovering cross-sell opportunities, ultimately leading to increased business growth. Together, our products comprehensively address all your CRM needs, integrating sales, service, and marketing functionalities that are customized for your specific industry. This holistic approach ensures that you have all the necessary tools to excel in your market.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Please contact or book a demo with NexJ Systems for pricing information.
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ERI

Date Founded

1989

Company Location

Switzerland

Company Website

www.olympicbankingsystem.com

Company Facts

Organization Name

NexJ Systems Inc.

Date Founded

2003

Company Location

Toronto, Ontario

Company Website

www.nexj.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Wealth Management

Not specified

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Risk Assessment

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Private Banking
Risk Management
Securities Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy

Campaign Management
Reporting/Analytics
Social Engagement

Customer Engagement

Analytics
Churn Management
Communication Management
Content Syndication
Feedback Collection
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Trend Analysis

Customer Loyalty

CRM
Customer Activity Tracking
Rewards Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Event Management

Attendee Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments
Territory Management

Financial Management

Cash Management
Financial Reporting
Investment Management
Project Management

Financial Services

Analytics
Compliance Management
Customer Engagement
Performance Management

Insurance CRM

Not specified

Social CRM

Not specified

Wealth Management

Not specified

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