NexJ Contact for Finance 3.1 introduces significant new functionality
and enhancements to Financial Services CRM solution
TORONTO, Jan. 27 /CNW/ - NexJ Systems Inc., a leading provider of enterprise CRM solutions for the financial
services, insurance and healthcare industries, today announced the
release of NexJ Contact for Finance 3.1. This version introduces several features including a New Account
Opening Wizard, Meeting Briefing Books and Team Schedules as well as
enhancements to existing capabilities.
"NexJ is committed to being at the forefront of innovation within the
enterprise CRM market," says Paul DeVriendt, Senior Vice President,
Products, NexJ Systems Inc. "The latest version of NexJ Contact for
Finance is further evidence that we not only listen to the market and
our customers, but that we strive to exceed the expectations of what
enterprise Financial Services CRM is meant to offer."
Leading organizations in the financial services industry are using NexJ
Contact for Finance, tailored to their specific needs, to distinguish
themselves from their competition. The latest features position NexJ
Contact for Finance as the best choice for Financial Services CRM:
New Account Opening Wizard - simplifies the process of establishing a new account, saving time and
reducing manual error, so financial advisors can focus on growing
assets under management. It automatically populates new account forms
with customer information and guides users through the process of
capturing additional information where required. Forms packages are
automatically generated for the customer and advisors can immediately
print, save, and email the package to customers. The New Account
Opening Wizard drastically reduces the time required for account
execution by automating the entire approval process from routing forms
for review, to supporting a feedback loop to track, resolve, and audit
Meeting Briefing Book - speeds the time required for meeting preparation by allowing advisors to
view meeting details and information about all attendees, such as
pictures, profile, biographies and interaction history, in a single
report. Advisors spend less time moving between customer profiles and
their schedule to prepare for meetings, and are better informed in all
aspects of their client engagements.
Team Schedules - It is common for advisors to work with licensed assistants,
administrative personnel, specialists within the firm and a variety of
other individuals across the enterprise. With Team Schedules, the
advisors can create a single schedule for all members of their team,
saving them time when scheduling team activities such as the initiation
or evaluation of marketing campaigns or when members of the team are on
roadtrips and need support. Anything that is done in collaboration is
now made easier with Team Schedules.
About NexJ Systems Inc.
NexJ Systems Inc. is the innovative provider of enterprise CRM
applications for financial services, insurance, and healthcare. NexJ
was founded in 2003 by industry leaders with extensive experience in
the successful design and delivery of large-scale, integrated,
enterprise software solutions. NexJ's people-centered applications
provide a consolidated view of enterprise knowledge about a customer.
For more information about NexJ Systems call 416-222-5611, e-mail firstname.lastname@example.org, or visit www.nexj.com
SOURCE NexJ Systems Inc.
For further information:
Media Contact: Matthew Bogart