ModuleQ vs. NexJ CRM Comparison


ModuleQ	NexJ CRM NexJ Systems Inc.	+	+
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Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern  and continually improve  an ecosystem of  custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today. 2,630 Ratings Visit Website Sogolytics Sogolytics delivers speed, clarity, and scale through a powerful platform built for enterprise teams managing customer journeys and employee engagement surveys. 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About ModuleQ ensures that customer-facing professionals have access to the right data at the right time, directly into their workflow. Timely, relevant information leads to higher-quality conversations, resulting in the creation of new revenue-generating opportunities. Instead of wasting countless hours searching, ModuleQ delivers information and insights proactively with Unprompted AI. This saves time and boosts productivity so bankers can focus on value creation and business development opportunities. Tier 1 financial institutions using our AI have seen a sharp increase in customer and prospect engagement leveraging actionable insights delivered at key moments. Unprompted AI creates personalized insights from your CRM, internal research, and other mission-critical data, delivered to you via a seamless Microsoft Teams experience, all without a prompt. Our turn-key enterprise-grade AI is proven and in production, built to be deployed in your cloud tenant.	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.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Organizations in need of a tool to increase client interactions and maximize the impact of their data	Audience Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information ModuleQ Founded: 2011 United States www.moduleq.com	Company Information NexJ Systems Inc. Founded: 2003 Toronto, Ontario www.nexj.com
Alternatives Fullstory	Alternatives Behavia Scorto
Squirro	Bold Upsell Bold Commerce
Market Logic Software	PickyStory
Course5 Discovery COURSE5 INTELLIGENCE LIMITED	Base
Busigence View All	HubSpot CRM HubSpot View All
Categories AI Tools Artificial Intelligence Insight Engines	Categories AML Banking CRM Customer Advocacy Customer Engagement Customer Experience Customer Loyalty Customer Success Event Management Financial CRM Financial Management Financial Services Social CRM Wealth Management
	Show More Features 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
Integrations Amazon Web Services (AWS) Dropbox Google Analytics Google Cloud BigQuery LinkedIn Microsoft Azure Microsoft Outlook Microsoft SharePoint Microsoft Teams Salesforce Snowflake Tableau Show More Integrations View All 12 Integrations	Integrations Amazon Web Services (AWS) Dropbox Google Analytics Google Cloud BigQuery LinkedIn Microsoft Azure Microsoft Outlook Microsoft SharePoint Microsoft Teams Salesforce Snowflake Tableau Show More Integrations
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