To equip you to track comprehensive CRM data, our Relationship Management services enables you to better service your clients. Key data points include:
Our robust relationship hierarchy functionality is designed to help you better understand the complex relationships between households, companies, subsidiaries, contacts, and their personal and professional spheres of influence. It can capture an unlimited number of parent-child and arbitrary relationships for a contact or a company.
To best serve your clients, it is critical to understand all of their relationships through all interactions. This functionality rolls up information as required by the user which is where the value lies.
To learn more, about the value of relationship hierarchies, please click here.
To help you drive value-added conversations with your clients, we provide a client Interaction Journal which displays the entire history of the contact relationship including:
And that’s not all!
Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.Book a Demo keyboard_arrow_right
Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.Contact Us keyboard_arrow_right Developer Community keyboard_arrow_right