NexJ’s client is a Global Bank who provides financial services and products to corporations, governments, and institutions. They partner with their clients to help them achieve consistent, long-term performance while delivering commercial opportunities in both developing and developed markets.Continue scrolling to learn more
The bank decided to migrate off their existing Siebel system. The Siebel system was at the end of its life, had no internal support or development, and hadn’t been upgraded since 2008.
The bank was looking for a modern CRM software that supported their UI standards, delivered best-of-breed CRM functionality, and made it easy for users to complete their work. They chose NexJ CRM because it was the only software that provided financial services CRM with a specific focus on sales, trading, & research.Download Case Study
One of the key differentiators in choosing NexJ Systems is our single vendor approach. NexJ provides a vertical CRM software for the financial services industry, and we implement our own software.
Drive user adoption and improve the overall user experience
Integrate multiple components from their existing framework
Manage project complexity, cost, and data quality post-migrationAnd More!
Agile approach allows NexJ to implement features dynamically and respond to user feedback
NexJ CRM deployed and integrated with pre-existing systems / 3rd party applicationsAnd More!
Delivered all enterprise knowledge about a client in a comprehensive client-centric view without the cost and complexity of data duplication
Increased user adoption by automating repetitive tasks, integrating existing components into a seamless desktop, and driving collaboration.And More!
NexJ CRM for Sales, Trading, & Research has intelligence built-in, and integrates client profile, interaction, and transaction information into a complete comprehensive customer view.Explore Resource
This whitepaper examines the challenges to good user adoption as well as solutions to those challenges, and explores NexJ’s experience with user adoption, including our recommended best practices.Explore Resource
This whitepaper examines why firms who currently use Siebel, or any other unsupported system, should be sunsetting their obsolete technology and migrating to a modern CRM solution.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.