“Vertical CRM will be the preferred CRM Choice in the next three years”¹

Trying to tell corporate and investment bankers about the importance of understanding their customers is a lot like listing the benefits of butter to a pastry chef. They get it. They know it really, really well. And yet, considering we are in the business of Customer Relationship Management, I sometimes can't help but question what this means.

Wealth management is about trust. It is about giving an advisor control of your financial health and security and depending upon that advisor to make or recommend decisions that help you meet your financial goals. When we, as CRM vendors, focus on features that give our products an edge, we always focus on how specific features can help advisors build more trust. This is what makes relationship hierarchies so important.

 “VerticalCRM will be the preferred CRM Choice in the next three years”¹

What’s it all mean?

Continuous Integration lets lots of people work on one project at the same time, while merging their work together in a central place regularly. This maintains the most recent version, so everyone is checking in or out only the latest code.

Our CRM capabilities and features are targeted towards a specific set of users, job requirements, or departments within an organization.

How does NexJ do it?

It makes perfect sense here too, because a Continuous Delivery Pipeline is nothing but a set of steps that code changes must go through to make their way to production. This Pipeline has four elements — Continuous Exploration (CE), Continuous Integration (CI), Continuous Deployment, and Release on Demand.

We empathize. Really, we do. We are an award-winning software company thanks to CRM products that help financial services organizations globally, which is why we empathize the minute ‘compliance’ is mentioned. 

Picture this: You, an advisor at a financial services firm, are interacting with customers. You have at your disposal an enormous amount of information related to their likes and dislikes, along with a comprehensive overview of their finances. 

The Financial Services industry is a fast-paced environment. With constantly changing and increasing compliance regulations, client expectations, and access to information, financial services organizations need access to the newest and best tools. 

The increasing popularity of internet banking and mobile access are paired with increasing regulation and scrutiny. This means both more possibility for issues and more consequences when issues arise. NexJ enables firms to manage and protect information with a robust, centralized security model.

This is a question that increasingly occupies a lot of minds across industries. For financial service providers, it depends on not just how their customer data is stored and protected, but how it is processed and used on a day to day basis.