Concierge service, also called luxury, platinum, premium, high-end, or superior service, is centered on the relationship between a private banker and their client.Continue scrolling to learn more
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.Download eGUIDE
Revolutionize your premium or luxury service with NexJ
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.Download eGUIDE
Our workflows and activity plans allows relationship managers to build their relationships with their clients by:
Our notifications allow relationship managers to manage their tasks and service touchpoints by:
NexJ CRM for private banking has intelligence built-in, and integrates client profile, interaction, and transaction information into a comprehensive customer view.Explore Resource
NexJ’s Process Management Services are powered by SmartForms and Workflows, which enable effective and efficient Business Process Automation.Explore Resource
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.Explore Resource
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.