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.
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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
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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
Q: What kinds of users and organization types does NexJ CRM work with?
NexJ CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does NexJ CRM support in their product?
NexJ CRM supports these languages: English.
Q: What kind of support options does NexJ CRM offer?
NexJ CRM offers support via phone support, 24/7 live support, and online.
Q: Does NexJ CRM have a mobile app?
Yes, NexJ CRM has a mobile app for iPhone, iPad, and Android.
Q: What type of training does NexJ CRM provide?
NexJ CRM provides training in the form of documentation, live online, and webinars.
Q: Does NexJ CRM offer a free trial?
Yes, NexJ CRM offers a free trial.
NexJ CRM Product Features
AML
Behavioral Analytics
Supported
Case Management
Supported
Compliance Reporting
Supported
Risk Assessment
Supported
Identity Verification
Not Supported
Investigation Management
Not Supported
PEP Screening
Not Supported
SARs
Not Supported
Transaction Monitoring
Not Supported
Watch List
Not Supported
Banking
ATM Management
Supported
Compliance Tracking
Supported
Corporate Banking
Supported
Credit Card Management
Supported
Credit Union
Supported
Investment Banking
Supported
Private Banking
Supported
Risk Management
Supported
Securities Management
Supported
Multi-Branch
Not Supported
Online Banking
Not Supported
Retail Banking
Not Supported
Transaction Monitoring
Not Supported
CRM
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Customer Advocacy
Campaign Management
Supported
Reporting/Analytics
Supported
Social Engagement
Supported
Advocate Management
Not Supported
Communication Management
Not Supported
Community Management
Not Supported
Gamification
Not Supported
Referral Tracking
Not Supported
Rewards Program
Not Supported
Customer Engagement
Analytics
Supported
Churn Management
Supported
Communication Management
Supported
Content Syndication
Supported
Feedback Collection
Supported
Video Content
Supported
Community Management
Not Supported
Gamification
Not Supported
Live Chat
Not Supported
Customer Experience
Action Management
Supported
Analytics
Supported
Customer Segmentation
Supported
Dashboard
Supported
Feedback Management
Supported
Knowledge Management
Supported
Multi-Channel Collection
Supported
Sentiment Analysis
Supported
Trend Analysis
Supported
Survey Management
Not Supported
Text Analysis
Not Supported
Customer Loyalty
CRM
Supported
Customer Activity Tracking
Supported
Rewards Management
Supported
Corporate Memberships
Not Supported
Discount Management
Not Supported
Gift Card System
Not Supported
Loyalty Card System
Not Supported
Member Portal
Not Supported
Membership Management
Not Supported
No-Card Loyalty System
Not Supported
Referral Tracking
Not Supported
Customer Success
Account Alerts
Supported
Account Management
Supported
Communication Management
Supported
Customer Engagement
Supported
Customer Lifecycle Management
Supported
Health Score
Supported
Onboarding
Supported
Revenue Management
Supported
Usage Tracking / Analytics
Supported
Win / Loss Analysis
Supported
Event Management
Attendee Management
Supported
Badge Management
Not Supported
Conferences / Conventions
Not Supported
Exhibit / Vendor Management
Not Supported
Gamification
Not Supported
Room Block Management
Not Supported
Social Media Promotion
Not Supported
Sponsorship Management
Not Supported
Surveys & Feedback
Not Supported
Ticketing
Not Supported
Volunteer Management
Not Supported
Weddings / Parties
Not Supported
Financial CRM
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
Marketing Management
Not Supported
Financial Management
Cash Management
Supported
Financial Reporting
Supported
Investment Management
Supported
Project Management
Supported
Budgeting & Forecasting
Not Supported
Consolidation / Roll-Up
Not Supported
Currency Management
Not Supported
Revenue Recognition
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Financial Services
Analytics
Supported
Compliance Management
Supported
Customer Engagement
Supported
Performance Management
Supported
Branch Optimization
Not Supported
Channel Management
Not Supported
Risk Management
Not Supported
