NexJ CRM
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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The Bancorp
Bancorp has been providing nonbank companies with the people, processes and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners’ businesses into the future. The Bancorp is the essential partner to help you build, maintain and grow your business. The Bancorp does more than just enable our clients’ payments innovation. We create lasting partnerships with a future-focused approach to technology and services. As a result, we don’t “settle” for solutions that are possible today. Instead, we look to evolving technologies to create more advanced, scalable and nimble services. Today and every day, we work to continuously transform the payments landscape. The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies.
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PreIPO
PreIPO® is an innovative global fintech brand. This disruptive private equity platform is uniquely designed to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. PreIPO is a hub for Investors (accredited investors & qualified purchasers, on-shore and off-shore/family offices), to view & seamlessly transact in pre-IPO deals. We work with financial services industry professionals such as investment bankers, broker-dealers, private equity, hedge funds, and venture capital to list their offerings. Access the PreIPO platform for cutting-edge technology, proprietary tools, and insights to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors.
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Lendable
Technology and financial services for a more inclusive world. Lendable provides capital to emerging and frontier market fintech companies and provides technology, asset management, and advisory services to leading investors. Connecting investors to fintech with technology, capital solutions, and services. Maestro, our proprietary risk tech platform, is a full-service underwriting and risk management suite. Maestro features include core banking APIs, payment gateway integrations, verification technology, a proprietary database of loans for benchmarking, and BI dashboards. We started as a risk technology company, it’s still at the core of everything we do. Open-ended funds, closed-ended funds, local currency channeling, and bonds (coming soon). Fintech, balance sheet debt for an existing business. SPVs for business expansion, local currency advisory.
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