what could your advisors do with an extra 2 hours a week?
TRANSCRIPT
Context passed between applications
Seamless integration between advisor tools – No more duplicate data entry!
Unified view of all customer information
After:Integrated Advisor Desktop
A lot of switching between applications
Tools that don’t work together
No consolidated view of customers
Typical Advisor Desktop
Brought all the tools they use into a single, unified integrated desktop
Automated and simplified administrative workflows such as KYC and account opening processes
By implementing a strategic solution that:How?
AnnualProduction
Efficiency Gain(Hrs/Yr)
Gross per Hour
Gross/Hr Efficiency Gain
Reinvestmentof 2 hours
A top global wealth management firmsaved advisors over 2 hours per week
Increased Advisor Productivity
NexJ Systems Inc. develops and delivers industry-specific customer relationship management (CRM), customer data management (CDM), and customer process management (CPM) solutions tailored for:
NexJ Systems Inc.10 York Mills Road, Suite 700, Toronto, ON, Canada M2P 2G4416-222-5611 | [email protected] www.nexj.com
What could your advisors do with an extra 2 hours a week?
Wealth Management& Private Banking
Corporate &Commercial Banking Capital Markets Insurance