ATB Investor Services Selects NexJ Systems' CRM Solution for their Financial
Advisors
NexJ(R) Contact for Finance will provide the customer-centric relationship management functionality for the new integrated advisor desktop
ATB Investor Services selected NexJ Contact for Finance because it provides a consolidated, customer-centric view of all customer profile and financial data. NexJ Contact for Finance seamlessly integrates best-of-breed CRM functionality such as customer profiling, householding, relationship and referral management, schedule and task management, and reporting and analytics, with existing back office portfolio management, trade order management, and marketing systems. After an in-depth evaluation of other products in the market, ATB Investor Services chose NexJ Contact for Finance because it met its requirements for a CRM solution that was designed specifically as an integrated advisor desktop for financial advisors. NexJ Contact for Finance will provide:
- Consolidated view of customer data across all users and departments to ensure a consistent customer experience - Automation of core business processes to improve advisor productivity - Referral management to quickly identify and respond to prospective customers - Reporting and analytics to identify new products for cross sell and upsell opportunities - Mobile access via NexJ Contact for BlackBerry(R) to view customer profile and financial information on the go
"NexJ Systems understands what we need from a wealth management platform. NexJ Contact for Finance will combine our key customer information with our financial account and portfolio management data, so ATB Investor Services financial advisors can quickly identify the products and services that will help our customers meet their wealth management goals," says
"We're delighted that ATB Investor Services has selected NexJ Systems Inc. as its strategic provider of the enterprise CRM solution for their financial advisors," says William M. Tatham, Chairman and CEO of NexJ Systems. "The NexJ Contact for Finance integrated advisor desktop solution presents advisors with a comprehensive view of their customers' profile, assets and service level requirements to help them grow assets under management."
About ATB Financial
ATB Financial is the largest Alberta-based financial institution, with assets of
About NexJ Systems Inc.
NexJ Systems Inc. is a leading provider of innovative customer-centric enterprise solutions for the financial services and insurance industries. Targeting enterprise customers with sophisticated customization, integration and scalability requirements, NexJ Systems' enterprise platform offers powerful customer-centric solutions for financial services including an integrated advisor desktop for wealth management. Founded in 2003 by former executives of Janna Systems, NexJ Systems' management team has a proven track record of success with a 10th generation enterprise CRM architecture that can support large-scale system deployments for financial services. For more information about NexJ Systems and NexJ(R) Contact for Finance, call 416-222-5611, e-mail [email protected] or visit www.nexj.com.
For further information: Media Contact: Lori Nave, (416) 222-5611 x289, [email protected]
Share this article