Reviews
Now Reading
NexJ Intelligent
0
Review

NexJ Intelligent

Overview
Synopsis

NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount the advisors and bankers spend on non-revenue generating activities.

Category

Financial Advisers CRM Software

Features

• Streamline and automate the administrative and planning tasks
• Identify infection points in the client lifecycle and act proactively
• AI-powered business process management that streamlines and automate key workflows such as onboarding
• Improves the accuracy and efficiency of key business processes
• Minimize the time spent on administration and regulatory requirements
• Leverage multiple integrations patterns for ultimate flexibility

License

Proprietary

Price

Contact for pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

NexJ Intelligent

What is best?

• Streamline and automate the administrative and planning tasks
• Identify infection points in the client lifecycle and act proactively
• AI-powered business process management that streamlines and automate key workflows such as onboarding
• Improves the accuracy and efficiency of key business processes

What are the benefits?

• Automate time-consuming administrative and information-gathering tasks
• Personalize interactions, offerings, and service
• Streamline compliance and due diligence processes
• Leverage continuously-learning decision models to help in taking the right action at the right time

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.4
8.4
Features & Functionality
8.5
8.2
Advanced Features
8.5
8.5
Integration
8.3
8.5
Performance
8.3
8.4
Customer Support
8.4
7.8
Implementation
8.1
Renew & Recommend
8.4
Bottom Line

NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount the advisors and bankers spend on non-revenue generating activities and recommends the right actions to drive assets under management.

8.4
Editor Rating
8.3
Aggregated User Rating
2 ratings
You have rated this

NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount the advisors and bankers spend on non-revenue generating activities.

NexJ Intelligent also recommends the right actions to drive assets under management and increases the share of the wallet. With NexJ Intelligent, users have an excellent platform to automate time-consuming administrative and information-gathering tasks and personalize interactions, offerings, and service. Financial advisors also can streamline compliance and due diligence processes and leverage continuously-learning decision models to help in taking the right action at the right time.

NexJ Intelligent enables businesses to partner with their customers to deliver efficient and personalized experiences that meet customer needs at each stage of the customer journey. NexJ Intelligent also allows financial advisors to react quickly to opportunities. The software makes this simple by allowing them to identify infection points in the client lifecycle and act proactively.

With NexJ Intelligent, financial advisors can also streamline and automate the administrative and planning tasks. The customer process management feature improves the accuracy and efficiency of critical business processes by eliminating the hassle and dramatically speeding up processes to enhance customer experience and focus productively on revenue generation.

NexJ Intelligent also provides AI-powered business process management that streamlines and automate key workflows such as onboarding. Financial advisors can also use the feature to minimize the time spent on administration and regulatory requirements. NexJ Intelligent offers financial advisors with a unique platform to improve the speed, quality, and reliability of data and analytics initiatives. The software also allows leveraging multiple integrations patterns for ultimate flexibility.

You may like to read: Top Financial Advisers CRM Software

Filter reviews
User Ratings





User Company size



User role





User industry





Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

What's your reaction?
Love It
0%
Very Good
0%
INTERESTED
0%
COOL
0%
NOT BAD
0%
WHAT !
0%
HATE IT
0%