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What is eBSEG Digital Sales & Onboarding Platform?

The Digital Sales and Onboarding Platform is specifically designed to meet the needs of Banks and Insurance Companies. Our innovative platform simplifies the sales process, enabling customers to conveniently access banking and insurance products with just a simple click. This ensures that no potential sale is lost, allowing customers to initiate their purchasing journey on one channel, like a branch, and seamlessly complete it on another. The system proactively alerts customers about pending deals, encouraging them to finalize their purchases. Key Features of the Digital Sales & Onboarding Platform Include: - Browsing and comparing various products. - Gaining insights and customizing different product options. - Applying for or purchasing desired products. - Uploading necessary documentation. - Facilitating the transfer or payment of funds. - Conducting bank verification processes. - Integrating internal workflows and APIs. - Engaging in two-way discussions about ongoing deals. - Scheduling a single branch visit by appointment for added convenience. This comprehensive platform not only enhances customer experience but also streamlines operations for financial institutions, driving greater efficiency and satisfaction.

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

Has API

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
On-Prem

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

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

eBSEG

Date Founded

2000

Company Location

Canada

Company Website

ebseg.com/Digital-Sales-and-Onboarding-Platform.html

Company Facts

Organization Name

NexJ Systems Inc.

Date Founded

2003

Company Location

Toronto, Ontario

Company Website

www.nexj.com

Categories and Features

Bank Verification

Not specified

Banking

Credit Card Management
Online Banking
Retail Banking
Transaction Monitoring

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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