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.
Pricing
Price Overview:
Please contact or book a demo with NexJ Systems for pricing information.
Free Trial Offered?:
Yes
Integrations
No integrations listed.
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Company Facts
Company Name:
NexJ Systems Inc.
Date Founded:
2003
Company Location:
Toronto, Ontario
Company Website:
www.nexj.com
Product Details
Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
24 Hour Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
NexJ CRM Categories and Features
Financial Services Software
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
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 CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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
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
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 Experience Software
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Engagement Software
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Advocacy Software
Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement
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
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
AML Software
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List