Financial Services CRM Leverages Automation to Reduce Errors

NexJ Systems Inc. has announced the new NexJ Contact for Finance 3.1. NexJ is a provider of enterprise CRM solutions for the financial services, insurance and healthcare industries. This new Finance 3.1version introduces several features as well as enhancements to existing capabilities.

While founded in 2003, NexJ’s applications are people-centered and provide a combined view of enterprise knowledge about the customer.

NexJ Contact for Finance 3.1 introduces many new functions and enhancements to Financial Services CRM solution. Many organizations in the financial industry are using NexJ Contact for Finance to distinguish themselves from their competition.

This new version can be tailored to customers’ specific needs and these latest features position NexJ as a great choice for all Financial Services CRM.

One of the new features available is a New Account Opening Wizard. The wizard simplifies the process of creating a new account and saves time and reduces manual errors. Financial advisors can focus on growing assets under management while drastically reducing the time required for opening new accounts.

The Meeting Briefing Book feature speeds time required for meeting prep and allows advisors to view meeting details and information about all attendees in a single report. Advisors are better informed about all aspects of their client engagements.

The Team Schedules feature helps advisors to create a single schedule for all members of their team and saves time when scheduling team activities. Anything done in collaboration is made easier by this feature.

NexJ Systems Inc. continues to deliver innovative ideas in the CRM market. This latest version for Finance shows that the company listens to the market and their customers as they continue to exceed expectations of what enterprise Financial Services CRM is meant to offer.