NexJ Integrated Advisor Desktop and CRM
NexJ Integrated Advisor Desktop and CRM
By NexJ Systems a business unit of N Harris Computer Corporation
Most advisors need to juggle multiple applications to properly service a single customer. Advisor productivity and client experience suffer as individual tasks take longer to perform and mistakes are made. Advisors need a consolidated view of their customers with embedded tools and not just links to other applications. This is where an Integrated Advisor Desktop can make all the difference.
Delivery method
SaaS
This product is a pure SaaS offering and does not require any additional software prerequisites.
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