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NexJ Systems

Intelligent CRM for financial services across wealth, corporate and retail banking.

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Overview

NexJ Systems provides CRM software purpose-built for financial services, spanning wealth management, corporate banking, and broader financial institution needs. It integrates client information so client-facing teams can share contextual data and provide a unified experience across lines of business and channels.

The platform aims to help firms know clients better, automate best practices, and deliver consistent client management, with flexible deployment across on-premise, hybrid, and private cloud.

Key Features

  • + CRM purpose-built for financial services
  • + Integrated, unified client information
  • + Contextual data sharing across teams
  • + Coverage of wealth, corporate and retail banking
  • + Best-practice automation
  • + Flexible on-premise, hybrid and private cloud deployment

Integrations

Open APICore banking systems
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