Concierge Service - Your Best Service For Your Best Clients

Concierge service, also called luxury, platinum, premium, high-end, or superior service, is centered on the relationship between a private banker and their client.

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What you will take away from this eGUIDE.

At NexJ, we truly believe that business is about relationships. There are few places where this is more evident than when delivering concierge service to High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI) in the Private Banking industry.

In this eGuide, we discuss how you can use NexJ CRM to provide personalized service, automate your business processes, stay advised of changes, and collaborate with your coworkers to deliver the best possible concierge service to your (U)HNWI clients.

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Revolutionize your premium or luxury service with NexJ

Embrace Efficiency

Embrace Efficiency

Our application provides process management capabilities that can allow you to quickly automate complex client-centric business processes.

hese processes can be integrated with existing systems and data stores to increase efficiency and productivity, improve the client’s experience, and reduce operational costs.

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Automating Processes

Our workflows and activity plans allows relationship managers to build their relationships with their clients by:

  • Increasing efficiency by reducing administrative tasks and offering more time to focus on the client’s needs
  • Taking the guesswork out of client processes and streamlining the collection of required information through dynamically branching forms
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Automating Processes
Leveraging Notifications

Leveraging Notifications

Our notifications allow relationship managers to manage their tasks and service touchpoints by:

  • Delivering notifications in real-time through the notifications inbox or other channels
  • Using run-time configurable business rules to detect events and deliver notifications
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Key Companies who are Driving their Businesses
Forward via our CRM Products

Wells Fargo
Royal Bank of Canada
Credit Suisse
American Family Insurance
Emirates NBD
London Life Insurance

NexJ Resource Center

Explore related resources that provide greater insight in to the advantages of our CRM solutions.

NexJ CRM for Private Banking

NexJ CRM for private banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view.

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Process Management Services

NexJ’s Process Management Services are powered by SmartForms and Workflows, which enable effective and efficient Business Process Automation.

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NexJ Nudge™️

Developed to provide data-driven recommendations to help increase customers’ assets under management, NexJ Nudge™️ functionality can help deliver the best service and improve client outcomes – in real time.

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Business is about relationships!

Book a demo today and learn why we are a global leader in the CRM space or contact us will be happy to answer any questions or concerns you may have.