Audience
Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms
About NexJ CRM
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives.
CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships.
CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships.
CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service.
CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions.
CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities.
Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
Other Popular Alternatives & Related Software
Banker's Dashboard
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.
Learn more
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling.
Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.
Learn more
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code.
Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more.
Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.
Learn more
monday sales CRM
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
Learn more
Pricing
Pricing Details:
Please contact or book a demo with NexJ Systems for pricing information.
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
NexJ Systems Inc.
Founded: 2003
Toronto, Ontario
www.nexj.com
Videos and Screen Captures
Other Useful Business Software
Level Up Your Cyber Defense with External Threat Management
Move beyond alerts. Gain full visibility, context, and control over your external attack surface to stay ahead of every threat.
Product Details
Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Support
Phone Support
24/7 Live Support
Online
NexJ CRM Frequently Asked Questions
NexJ CRM Product Features
AML
Behavioral Analytics
Case Management
Compliance Reporting
Risk Assessment
Identity Verification
Investigation Management
PEP Screening
SARs
Transaction Monitoring
Watch List
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Private Banking
Risk Management
Securities Management
Multi-Branch
Online Banking
Retail Banking
Transaction Monitoring
CRM
Calendar/Reminder System
Call Logging
Document Storage
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Customer Advocacy
Campaign Management
Reporting/Analytics
Social Engagement
Advocate Management
Communication Management
Community Management
Gamification
Referral Tracking
Rewards Program
Customer Engagement
Analytics
Churn Management
Communication Management
Content Syndication
Feedback Collection
Video Content
Community Management
Gamification
Live Chat
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Trend Analysis
Survey Management
Text Analysis
Customer Loyalty
CRM
Customer Activity Tracking
Rewards Management
Corporate Memberships
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
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
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Relationship Tracking
Team Assignments
Territory Management
Marketing Management
Financial Management
Cash Management
Financial Reporting
Investment Management
Project Management
Budgeting & Forecasting
Consolidation / Roll-Up
Currency Management
Revenue Recognition
Risk Management
Tax Management
Financial Services
Analytics
Compliance Management
Customer Engagement
Performance Management
Branch Optimization
Channel Management
Risk Management