NexJ CRMNexJ Systems Inc.
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About
One platform to curate and sell everything-as-a-service IT propositions. Curate top-tier technology propositions with instant eCommerce, order management & subscription billing tools. Centralized MSP dashboard and automated provisioning workflows cut your deployment times and costs by up to 90%. Improve customer experience and reduce calls to your helpdesk with our intuitive customer self-service dashboard. Designed with the non-technical customer in mind, Encapto’s intuitive self-service interface brings together cross-architectural technologies to improve customer outcomes, reduce your support burden, create stickiness and provide effortless up-sell opportunities. So sit back, relax, and let your customers look after themselves. Design a branded storefront with your product catalogue so your customers can place orders on their own. Simple order flows allow you to upsell and cross-sell your products, add-ons, and unique offers.
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About
Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives.
CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships.
CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships.
CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service.
CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions.
CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities.
Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprise-grade management service that helps companies fuel and protect their core business
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Audience
Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$280 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEncapto
Founded: 2014
Australia
www.encapto.com
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Company InformationNexJ Systems Inc.
Founded: 2003
Toronto, Ontario
www.nexj.com
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Categories |
Categories |
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AML Features
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
Banking Features
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Advocacy Features
Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement
Customer Engagement Features
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Loyalty Features
Corporate Memberships
CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management
Customer Success Features
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Event Management Features
Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
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Integrations
Cisco Meraki
Cisco Umbrella
QuickBooks Online
Xero
Zabbix
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