Relationship management services

Relationship management services are designed to meet all of your vertical specific CRM needs for sales, service, and marketing. From a sales perspective, the services help to enhance client loyalty with service level management and drive sales with opportunity management. For client service, the platform helps advisors, bankers and agents close cases quickly to increase customer satisfaction. The relationship management services also help advance prospects with lead and campaign management.

This section includes the following:

Core client relationship management (finance) — Deep industry-specific customer management functionality Comprehensive customer view leaving integrated data at source Flexible and responsive UX with powerful two-way portal/portlet support Exchange Sync and Outlook Add-in for rich collaboration Extensive REST and Contract APIs supporting headless development Extensive run-time configuration of users, roles, types, … Add modules that exactly meet your needs with NexJ Studio, if required Model your security requirements exactly (auth, functional, data, encryption) Proven performance at scale even when highly integrated Import / staging / data model to simplify data loading Monitoring of both technical and functional statistics Business model and UX testing for continuous deployment