NexJ CRM for Corporate Banking

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Overview

NexJ Customer Relationship Management (CRM) for Corporate Banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a Comprehensive Customer View. On top of delivering superior performance and usability, our CRM for Corporate Banking product was built to address the integration challenges, inflating costs, and limited functionality faced by other CRM options currently on the market. By offering a CRM product that supplies the real-time data required by firms, we deliver a superior user experience, drive high user adoption rates, and provide a competitive total cost of ownership.

Key Features

Key features include:

  • Comprehensive Customer View
  • Global Account Planning
  • Opportunity & Deal Management
  • Lead Management
  • Referral Management
  • Deal Chatroom
  • NexJ Insights
  • Roadshow Management
  • NexJ Nudge
  • Client Relationship Modelling

Key Benefits

Key benefits include:

  • Increase share of wallet by leveraging a complete view of the client across regions and product lines to identify opportunities as well as upselling and cross-selling possibilities.
  • Gain a complete understanding of client profiability and risk by aggregating accounts, holdings, and risk along corporate or ad-hoc hierarchies.
  • Increase collaboration between bankers, Relationship Managers, and specialists across regions and product lines by improving information sharing and communication capabilities.
  • Become a trusted partner through deeper client insights and providing superior client service.